Congratulations New or Returning Chairs & Teams

Gather, Listen, Learn & Plan, Transition

Auctria transition, 5 vital areas of focus

Bring along the veteran and the new team members
Where did the funds come from
Global settings, good to know
Copy prior event or create a new one
Fresh event, ready to start
Event website

Transcript

1. Congratulations New or Returning Chairs & Teams
2. Can we meet or exceed the prior year’s income?
3. Might feel like you are in a maze You may be thinking: • What are the auction and event first steps (and beyond) • Technology transition, how to make this smooth • Shift Auctria to new team and users + learn how to use the features Yes, it’s ok to ask for help!
4. You got this! Meet or exceed fundraising goals, building on yesterday to grow for tomorrow.
5. When taking over auction teams grow but build your own Don’t be worried if you lose half the volunteers, stats show that’s about what happens in many organizations • Team members may stay after the chair changeover, that’s ok. • Team members may leave with the chair change over, that’s ok too • Build up from the previous foundation • Build out as well with new ideas According to a study by VolunteerMatch, about 51% of volunteers stay with a particular organization for one year or longer. In the same study, volunteers who participate in fundraising activities tend to have a higher retention rate than those who work in administrative roles or on short-term projects.
6. Gather Listen, Learn & Plan Transition
7. Gather as much prior info as possible List of questions to ask prior team: • Reports • Correspondences • Contacts • Application access & passwords • Communication & social media channel responsibilities Understand the financials (where is the money coming from?) Gather
8. Listen, Read & Make Your Own Plan Ask questions if you don’t know why • Bylaws • Timeframes • What worked well. why? • What did not work well, why? Gather, Listen, Learn & Plan
9. Event Transition Assets & account information • Identify and gain access & passwords for all apps • Logos for organization • Logos for the event • Graphics • Graphic platform (Canva?) • Marketing messaging • Any analytics Gather, Listen, Learn & Plan, Transition
10. Auctria transition, 5 vital areas of focus Bring along the veteran and the new team members • Where did the funds come from • Global settings, good to know • Copy prior event or create a new one • Fresh event, ready to start • Event website You need ADMIN User Permission
11. Where did the funds come from?
12. Dashboard & Viewing All Events
13. Looking back to look forward : Menu items to locate • Donors are held at the Organization level • Items, tickets, for-sale, raffle, consignment • Reports → by Event and All Events
14. Review Reports
15. Global Settings
16. Global settings • Organization and Users • Banking - Treasurer • Credit card connection and settings • Texting Profile (number moved to each event) • Donors are at the Organizational level in Auctria
17. Create New Or Copy a Prior Auction
18. Add New Or Copy
19. Copy the prior event if there is a lot of overlap • Do so now or later • Copy auction if you have modified from the defaults for bidder registrations, system communication • Bidder registration settings • Review Communications- system emails • Website
20. Event Website
21. Choose a new theme or copy a prior website
22. Deeper Dive | auctria.com/webinars
23. 🔥 Hot Tip - Resources
24. 🔥 Hot Tip - Tiles are Clickable
25. 🎁77 items 👯 141 bidders 20/21 💵 $9,096 (COVID) 2021 - Laurie 2022 - Laurie 2023 -Colleen 🎁115 items 👯 164 bidders 21/22 💵 $21,637 🎁122 items 👯 213 bidders 22/23 💵 $25,516 Spanish River High School Growth 🦈Partners $24K 18/19 $16K 19/20 $7K
26. Congratulations to the Auction4Sharks team
27. Take the field with the new auction team
28. It takes one full cycle of event fundraising to have a complete picture, don’t get intimidated. Get motivated!
29. Auctria Updates • Raffles • Sponsorships • Apple Pay | Google Pay • Admin app as a terminal • New templates • Nicknames • System emails (cc info) • Extended support hours • Assist 20, Assist 45
30. Let Us Set Up the Event
31. Diamond Plan + Emerald Plan +
32. Launch is per event
34. Stay in Touch with Auctria @auctria Email: hello@auctria.com FB Group: Auction Team Talk www.auctria.com + Launch
35. What others are saying Easy to use. Surprisingly affordable. Attractive, simple to use for the bidders. Michael Custom custom custom, no other auction software I have used has allowed for the level of customization as this one. Fits a variety of clients. Barry We like Auctria and have been using it for our auctions twice a year for almost 8 years. Auctria is very user friendly and intuitive. I love the ability to host a silent online auction with online bidding. Or the option to have the silent auction bidding done via text messaging. Sara