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View Supporter Best Practices Print Article

INTRODUCTION

At OneCause, a supporter is an advocate or someone who is involved with your organization. Anyone who donates an item, purchases a ticket and attends your event, bids on silent auction items, or logs into your Giving Center site is a supporter.

COUPLES

Each person should be entered as a separate supporter in Planner in order to obtain accurate checked in and attendance statistics. We strongly recommend assigning one bidder # per couple so that they can bid together. Assigning two (or more) supporters to the same bidder # will link their profiles so they only need to provide a single credit card and receive a single, shared  receipt between them. The same bidder # can be logged in on multiple mobile bidding devices or smartphones.

Example: John Smith = Bidder #100; Sue Smith = Bidder #100

VIDEO: How to Share Bidder Numbers

UNKNOWN GUEST NAMES

You may sell tables/sponsorships to corporations before the event without having all the guest names. When you don't know each guest's name, we recommend creating these supporter profiles as "Guest of" in Planner. Your volunteers can easily enter the correct name via SmartPay registration, and if you are selling sponsorships as tickets, the purchaser will receive a personalized link allowing them to log in and assign their tickets at any time via Giving Center!

CELL PHONE NUMBERS

When collecting your guests' phone numbers, please be sure to ask for their cell phone number with area code. Cell phone numbers are required to receive one-click logins and text outbid alerts.

Note: If importing supporters, be sure to check your data carefully - having the same cell phone #'s listed for different bidder #'s may result in an end user receiving two different one-click login links and bidding against him/herself.

PREVENTING & HANDLING DUPLICATE SUPPORTERS

If you plan on importing supporters, we encourage including supporter emails with the upload CSV. The system will look for a matching supporter based on email when Giving Center visitors sign in, so including email addresses on your imported supporters can greatly reduce duplicates. Please remember that because the system is automatically attempting to find an email-based match on your Supporter List, email address is required to be unique for each supporter.

After entering your supporters, be sure to run the Event Health Check report periodically to help highlight any potential duplicate supporters. If you have duplicate records, select the two names on the Supporter List and click the Merge button.

 

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