Are credit cards pulled over from Classy Ticket Purchasers into bidders?
No, only the First Name, Last Name, Phone number, & email if listed will be pulled into the Bidder information.
Can we integrate more than one Classy Campaign?
No, you should only use one campaign because the software is pulling from that campaign, meaning it's not Best practice to use more than one campaign the way Classy integration works.
So Crowdfunding or Peer-to-Peer campaigns able to integrate their donors into bidders with the admin?
The integration was built to support a 'Ticketed Event' and/or a 'Registration w/ Fundraising' campaign type. Other campaign types (Crowdfunding, Donations, Peer-to-Peer, etc), will not support the flow of donor data between our two tools. If an organization is looking to leverage Peer-to-Peer, Classy would encourage you to create the Registration w/ Fundraising campaign as that will allow for P2P fundraising after their registration.
If I update my contacts in Classy after they have been integrated into the admin, will they update?
The answer is no. Classy sends 1 record over to the software. This record is only sent from Classy 1 time and cannot be updated outside of the software. To update your Classy contacts, you can go to Bidders > Manage Bidders > update bidder records.
If I use a template to mass update my bidders, will this update my Classy contacts that were integrated?
No. Using the template to upload/update bidders will not update the existing contact, this will just create a duplicate bidder within the software.
How will information flow back into Classy if we register a new bidder?
You will have to go to Connect to BidKit > Classy > Bidders Not in Classy > To add bidders to Classy as supporters, check the box next to each bidder you want to as a supporter, then click 'Sent to Classy'.
How can we distinguish the admin-created offline transactions from other (non-admin) offline transactions?
As for distinguishing admin data, the offline payment description is the best way. It will always start with "ClickBid Export" followed by the item number and name.
When we export the sales into Classy, what exactly will the transactions in Classy look like?
There will be a few different ways the view the transactions in Classy. Under Transaction History in Classy, you can see the transaction, donor name, billing email address, transition status, frequency, gross transaction amount, transaction date, and campaign name. You can also view the individual supporters under the Supporters tab. That will show you the Supporter ID, first and last name, email address, fundraising pages total raised, gross transaction amount, transaction last created, and created date.
How can we disconnect our admin from Classy?
To disconnect your admin from Classy, you can go to Software Settings > Connect to BidKit 2 Dashboard > Classy > Logout.
When disconnecting Classy from your admin, you will not lose any information that is already exported/imported into the admin. You will not have the opportunity to export new sales, and it will not pull in any new bidders. The classy tab will also go away within Connect to BidKit.
Error Message When Integrating:
This error message shown below means the Org ID, Client ID, and Client Secret was incorrect and the credentials could not be matched.