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Getting Started With Auctria

Auctria
April 10, 2019

Getting Started With Auctria

Learn how to get started using Auctria to ensure a stress free fundraiser

Auctria

April 10, 2019
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Transcript

  1. Getting Started with Auctria
    Planning & preparing for a stress free auction fundraiser

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  2. About Auctria
    ● 21,000 auctions
    ● 1.6 million bidders
    ● 1.4 million items
    ● 2.3 million bids
    ● Over $100 million
    raised

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  3. Agenda: Getting Started with Auctria
    Planning for Success
    1. Navigation & Quick Start guides
    2. Set up auction organization
    3. User permissions
    4. Credit card connectivity
    5. Branding & logos
    6. Set up website (overview)
    7. News & Articles
    8. Q & A

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  4. Auctria
    Support
    Team
    Rob
    Auctria
    Founder
    Tracy
    Support
    Team

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  5. Auctria Dashboard & Navigation

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  6. Auctria Dashboard & Navigation

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  7. Quick Start Guides & User Guide
    Access user guide and quick
    start guides by clicking on
    the 3 dots and this drop
    down menu will appear

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  8. Quick Start Guides
    Quick Start Guides
    ● Organization set up
    ● Auction set up
    ● Credit cards
    ● Understanding items
    ● Donor tickets
    ● Website
    ● Bidders
    ● Setting up online
    auction
    ● Training

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  9. Banner Navigation: magnifying glass
    Searches YOUR auction data

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  10. Banner Navigation: question mark
    Search Auctria user
    guide
    Click AGAIN to open user
    guide

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  11. Banner Navigation: in-app messaging

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  12. Setting up the Organization
    Auctria
    Hierarchy

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  13. Setting up the Organization

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  14. Branding the Auction
    Branding the auction
    ● Name & logo
    ● Continue the theme
    ● Social media

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  15. Logo(s) Set-Up
    Organization Logo Auction Logo

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  16. Logo Close Up: auction specific logo
    Logo and image management

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  17. New Email Features
    Automatic for New Events,
    Opt-in to use for events
    created prior to 4/9/19
    ● Bidder invitation, registration,
    emails, online access outbid
    notifications, statement
    ● E-Ticket , statement
    ● System emails- outbid notice,
    donation notice, purchase notice

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  18. Credit Card Connectivity
    Streamline bidder registration to final payments when
    using credit card integration.

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  19. Credit Card Set-Up
    Set-up and Usage
    ● Connect credit card account
    ● Use test & live mode
    ● Define & charge processing fees
    ● Register card to a bidder
    ● Issue a credit
    ● View & export reports/data
    2 Modes Test & Live- Default is LIVE

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  20. Credit Card Test & Live Modes
    Test mode MUST use test
    card#’s, real cards will be
    rejected.
    An example card# will be
    shown on the page when
    in test mode.

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  21. Credit Fees
    Organization can either absorb or pass along credit
    card fees

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  22. Credit Card Readers
    Save time by using a swiper

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  23. 5 Levels of User Permissions
    Levels from top down
    ● Admin
    ● Power User
    ● User
    ● Read Only
    ● None

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  24. Dedicated Website
    Dedicated website for each auction
    ● Pre Auction
    ○ Save the date
    ○ Accept donated items
    ○ Pre-sale tickets
    ● Auction
    ○ Online catalog
    ○ All sales
    ○ All bidding (if online or mobile)
    ● Post Auction
    ○ Thank all sponsors, donors, bidders- announce next
    event

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  25. Website
    Each event has a
    unique URL
    ● Use template
    ● Create name/address
    ALL WEBSITES START WITH
    Charityauction.bid/ SOMETHING
    SOMETHING is the name of YOUR AUCTION

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  26. Website Template = Function

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  27. Continued Reading

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  28. Auction Fundraising Articles
    Directly related to running an auction fundraiser,
    authored by Auctria team
    ● Timelines & checklists
    ● Roles & responsibilities
    ● Finding and working with volunteers
    ● Tips to skyrocket the auction income
    ● Finding donations
    ● Procurement Dos and Don’ts
    ● Thank you letter
    ● Post auction duties

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  29. Auctria News
    Current events and Auctria partner expert
    advice- contributions related to all things
    fundraising.
    ● Emails
    ● Social media
    ● In-kind donations
    ● Post event engagement
    ● Stories from other auction teams

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  30. Auctria Mobile Bidding Apps

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  31. Resources Links
    Auctria dashboard
    Quick start guides
    Organization set up
    User permissions
    Credit card set up
    Live and test mode
    Credit card swiper links
    Website set up
    Creating website (address and template)
    Organization logo set up
    Auction logo set up
    Social media set up
    Mobile bidding app

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  32. Stay in Touch
    with Auctria
    Facebook @auctria
    Email: [email protected]
    Pinterest @auctria
    Twitter @auctria
    Q & A

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