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DIY Checklist: Pre-Event Print Article


This checklist will walk you through your pre-event planning phase, including event logistics, testing cellular coverage, obtaining a merchant account for credit card processing, and event configuration in OneCause Planner Software.


☐ Venue Check - Use to check cell coverage at your venue. Make sure to do this with multiple cell carriers.

Create Users in OneCause Planner

☐ Set up your Friendly URL and Event Pin

☐ Submit application for payment processing

Enter payment processor credentials in OneCause Planner

Set up your Fundraiser

Set up Tickets for online ticket sales

Sell Tickets and Assign Tickets to supporters manually as needed

Set up Tables for guests to seat themselves

Import Item Donors & Supporters

Enter Items

Create Packages

Import Package Photos

Manage Supporters (merge duplicates, assign couples the same bid number)

☐ Customize Setup features in Planner:


Upload Sponsors

Review Ticker Messages and Timing

Select User Interface Buttons for mobile bidding

Design Scoreboards

☐ Gather laptops OR iPads, powercords and printers for Registration/Checkout

Setup SmartPay for Registration/Checkout

☐ Get laptop and projector for Scoreboards

Plan Registration (spacing, tables, volunteers, office supplies, and a quiet HQ)

Plan Checkout

Plan Item Pickup





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