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Set up Fundraiser Print Article

INTRODUCTION

With BidPal, you can create a personalized fundraiser website where your supporters can: register for your event, purchase tickets, bid on silent auction packages, donate money, and more! The following articles will detail the various configuration options available to you under Setup > Fundraiser in Planner.

Before you get started, please be aware that you should set up your friendly URL and enter your payment processor credentials before advertising your fundraiser website. The friendly URL is the custom link your supporters will use to access your site, while payment processor credentials are needed to ensure credit card payments can be collected. 

Please click on links below to jump to pages:

      Connection requirements
      General settings
            Countdown clock
      Menu/Features
            How it looks
            How to set up
      Custom pages
            How it looks
            How to set up
      Mobile interface
            How it looks
            How to set up


CONNECTION REQUIREMENTS

Your fundraiser is a responsive, web-based site that can be run in a browser on Windows or Mac laptops, tablets, or mobile phones via web browser.

Supported OS: iOS versions 9 and up, Android, Windows

Supported Browsers: Google Chrome, Mozilla Firefox, Microsoft Edge, Safari

NOTE: The use of unsupported browsers may introduce service or functionality issues and is therefore highly discouraged.


GENERAL SETTINGS 

Navigate to Setup > Fundraiser > General Settings. The following configuration options are available:

Display Settings: Customize the look of your fundraiser site to match the colors and theme of your event.

SETTING DESCRIPTION
Primary Color  The color of the top navigation bar, navigation buttons, donation thermometer fill, and some text.
Banner Image 

Image that displays at the top of the site.

Tip! To avoid white space on either side of your banner image, its aspect ratio must be 512:75. For optimal clarity on devices with high definition screens, we recommend banner images that are 2048px x 300px or 3072px x 450px.

 

Registration Requirements: All new registrations require a First/Last Name and an Email Address. You may also choose to require the following information during registration by clicking desired checkbox(es):

  • Mobile Phone #

Tip! The Mobile Phone # requirement is strongly recommended for events using mobile bidding, as it allows sending of One-Click Login texts to quickly get your attendees logged in and bidding on the mobile auction. 

  • Address
  • Company
  • Email

NOTE: Supporters who register for your event must enter a username and password; the email entered as the username is stored to the supporter record in Planner, so encourage your guests to sign up in advance of your event to make their on-site registration a breeze!  This requirement is useful if you have added/imported a list of supporters without emails; those users will be prompted to enter their email when they access their One-Click Login texts to access the event. 

  • Credit Card - for All Bidders or Non-Attendees

NOTE: If using BidPal for payment processing, all users are automatically prompted to enter a credit card after registering. If the credit card requirement is enabled, users may still register without adding a credit card, but they will be required to enter one before they can place a bid, make a donation, or purchase tickets or items.

Checkout Directions: Enter a custom message to explain where checkout and item pickup areas are and indicate if there are any special instructions. This message will appear on each supporter's Receipt tab.

Sponsor Section Text: The text that displays above the rotating sponsor logos can be customized. For example, you may enter "Featured Sponsors" or "Thank you to the following:" or "Proudly Sponsored by".

 

COUNTDOWN CLOCK

A fixed countdown clock can be displayed at the bottom of your fundraiser page. To enable, navigate to Setup > Auction Control and select the "Display Countdown Clock" checkbox under the Fundraiser Countdown section.

You may customize your countdown clock by choosing a label you'd like supporters to see (default is "Auction ends in...") as well as whether you'd like to count down to your Silent Auction end time (as set on the Auction Control page) or a custom date/time of your choosing. 

Tip! If you're counting down to your silent auction end time, be sure you've set that end time on Auction Control and that you're confident it won't change - you don't want to confuse guests with a changing countdown timer! We recommend enabling about 15 minutes before the auction closes.

If you're counting down to a custom date/time, get creative! The countdown clock can be used in many ways, from encouraging guests to purchase early bird tickets before they're sold out to getting in those final raffle ticket purchases before the main drawing.

 

Buddy_-_Auction_Control_with_Countdown.png

 


MENU/FEATURES: HOW IT LOOKS

Navigate to Setup > Fundraiser > Menu/Features to fully customize your site's navigation, accessible via the fixed left panel on laptops and tablets or the Menu button on mobile phones.

Buddy_-_Nav_Panel.png

Buddy_-_Mobile_Menu.png

 

MENU/FEATURES: HOW TO SET UP

Navigate to Setup > Fundraiser > Menu/Features to fully customize your site's navigation. You can rename menu navigation links, enable or disable pages, reorder menu items, and add additional custom HTML pages or links to other webpages (within your fundraiser website or external webpages). 

The following are standard feature/page options you can include in your menu:

PAGE TYPE PAGE DESCRIPTION
Home page Welcome

Main fundraiser page accessed via the friendly URL

NOTE: The Welcome page cannot be disabled. Its content can be updated via the Custom Pages tab.

Home page Mobile Auction Home

Main fundraiser page accessed via One-Click Login text that provides a quick navigation panel for mobile users.

NOTE: The Mobile Auction Home page cannot be disabled. Its contents can be updated via the Mobile Interface tab.

Additional page Purchase Tickets 

Links to a list of all active ticket packages available for purchase

Additional page

Donate Money

Links to a list of all active donation packages

Additional Page Featured Items

Links to a list of all packages with "Feature in Fundraiser" enabled under Package Edit > Visibility; note that Featured Items will be included as a "Browse Items" sub-menu regardless of whether you display the page

Additional page Browse Items

Auction catalog, which automatically includes a sub-menu of:

  • All items
  • Featured items
  • Items with no bids
  • All active silent auction categories
  • Live auction packages
  • Fixed price packages
Additional page About Us

Custom page to detail more information about your Organization

NOTE: Its contents can be updated via the Custom Pages tab.


To update an existing page or link, click the "edit" link in the Actions column. To add a new custom page or link, click the Add button above the Additional Pages grid. You can edit/view the following fields:

COLUMN NAME DESCRIPTION
Enabled

Enables the page or link to be displayed on the navigation panel/mobile menu. If unchecked, the page or feature is not accessible. 

NOTE: The two home pages (Welcome, Mobile Auction Home) cannot be disabled. Every fundraiser must have links to these two pages. See more in the Home Pages section below.

Page Internal name of the page or feature. It cannot be changed.
Display Name

External name of the page or feature. This is what displays on the navigation panel/mobile menu and can be changed.

Type

Page or Link. If you want to create an additional custom HTML page to add to your menu, select Page. If you want to add a link to an existing webpage, select Link.

Link 

URL of webpage you want to include in your menu. It can be a link to an existing webpage on your Fundraiser website, such as a featured category or item, or an external website, such as a sponsor's website or a page on your Organization's website.

Action

Click edit to update the following for any page:

  • Enable/disable the page
  • Edit display name
  • Change type (page/link)
  • Edit Link URL

Click done to save changes.


Navigate to Setup > Fundraiser > Custom Pages to update the contents of new or existing pages. Check out the section below for more information on setting up custom pages.

To reorder your menu, simply click a page or link in the Additional Pages section, drag it to the desired position on the list, and drop!

Be sure to preview your Fundraiser's menu by opening a browser and navigating to your friendly URL (ex. http://bidpal.net/abcgala) on any device.


CUSTOM PAGES: HOW IT LOOKS

With custom pages, you can edit the contents of the Welcome page, About Us page, and any other additional pages you want to include in your navigation panel and mobile menu. The custom content will appear in the main panel of your fundraiser website:

Buddy_-_Welcome_Custom_HTML.png . Buddy_-_Mobile_Welcome.png

STANDARD CUSTOM PAGES

Welcome page: Customize the main panel of your fundraiser's homepage. The sky is the limit here, so get creative – highlight ticket packages, event sponsors, a letter from your board chairman, photos from last year’s event, etc. 

About Us page: Customize this page to allow supporters to read more about your cause. Use the provided HTML toolbar to style your content, add images or videos, or add helpful links for supporters to promote your organization's mission or cause.

EXAMPLE CUSTOM PAGES

Use custom pages to bring additional content to your guests, including:

  • Featured Sponsors - highlight your various sponsor tiers with logos sized to reflect donation level.
  • Mission Information - include videos, photos, and stories of those you help.
  • Board & Volunteer Recognition - thank your board and volunteers for their hard work with a well-deserved shout out.
  • Terms of Use - explain any event-specific rules/regulations around raffles, remote bidding processes, etc.
  • Directions & Parking - embed a map to your event venue and provide instructions for parking. 

Tip! You don't need to be an HTML expert to create eye-catching custom pages. Check out this helpful site with example custom pages created by non-HTML experts for a variety of purposes (and check back periodically as we add content)!

CUSTOM PAGES: HOW TO SET UP

If you're looking to add a new custom page to your menu and haven't already done so, first navigate to Setup > Fundraiser > Menu/Features and click the Add button. Check out Menu/Features: How to set up for more configuration details.

Navigate to Setup > Fundraiser > Custom Pages and find the editor corresponding to the page you want to edit. Use the provided What-You-See-Is-What-You-Get (WYSIWYG) HTML Editor to style your content, add images or videos, or add helpful links.

Tip! In order to make your custom content look great on all devices (laptops, tablets, and phones), we recommend that you use images with dimensions set to a % instead of fixed pixel sizes. This allows the content to appropriately resize to a variety of devices. Click the icon of the eye to see a preview of how your panel will appear in your site. Need more information on working with the WYSIWYG HTML toolbar, how to add images, or tips for working with HTML code directly? Check out our WYSIWYG guide and HTML tips!

Be sure to preview your custom pages by opening a browser and navigating to your friendly URL (ex. http://bidpal.net/abcgala) on any device. We recommend that you review them on a variety of devices (laptops, tablets, and phones) to ensure the custom content looks how you want!


MOBILE INTERFACE: HOW IT LOOKS

Navigate to Setup > Fundraiser > Mobile Interface to edit the contents of the Mobile Auction Home screen, which is accessed by users clicking on a One-Click Login text or email link.

NOTE: Your supporters will automatically have access to their account info, including Activity (including all bids, watched items, donations, and purchases), Receipt, Profile, and Credit Cards. This information can be seen by signed in users by either clicking the Your Activity option that appears on the Menu, or clicking the account icon that is always present in the top right corner of the header.

Buddy_-_Mobile_Home_with_Phone__2_.png

MOBILE INTERFACE: HOW TO SET UP

The following display properties can be configured:

PROPERTY DESCRIPTION EXAMPLES
1. Donation Button Text

Customize the text that appears on the donation button

NOTE: The donation button will automatically display on the Mobile Auction Home screen as long as there is an active donation package set to display in your fundraiser.

Fund a Need, Send a Kid to Camp, Donate Now

2. Display Browse Items Section

Check the box to display a section that includes buttons related to browsing silent, live, and fixed price packages. When this section is enabled, the Select a Category dropdown is automatically displayed, allowing mobile users to easily navigate between the following package lists in Package # order:

  • All items
  • Featured items
  • Items with no bids
  • All active silent auction categories
  • Live auction packages
  • Fixed price packages

When this section is enabled, you may also drag and drop up to four buttons from the Available Buttons section into the Active Buttons section to provide mobile users with quick access to popular lists, including:

  • Featured Category: links to a list of packages from a specified silent auction category
  • Featured Items: links to a list of any packages with "Feature in Fundraiser" enabled under Package Edit > Visibility; note that Featured Items will be included in the category dropdown regardless of whether you display the button
  • Fixed Price Items: links to a list of fixed price packages
  • Items with No Bids: links to a list of all items in your silent auction that have not had any bidding activity
  • Preview Live: links to a list of live auction packages
 
3. Section Text

Customize the "Browse Items" text that appears above the auction buttons

Shop Items, Auction Catalog
4. Fixed Price Button Text

If the "Fixed Price Items" button is added to your Active Buttons, customize the text that appears on that button. 

NOTE: You can enter up to 8 characters of text on each of 3 lines.

Raffle Tickets, Wine Pull, Sign Up Parties
5. Featured Category

If the "Featured Category" button is added to your Active Buttons, select the category you want to highlight from the drop-down.

 
6. Featured Category Button Text

If the "Featured Category" button is added to your Active Buttons, customize the text that appears on that button.

NOTE: You can enter up to 8 characters of text on each of 3 lines.

 
7. Featured Items Button Text

If the "Featured Items" button is added to your Active Buttons, customize the text that appears on that button.

Super Silent Auction, Premiere Items, Kid's Artwork


NOTE:
The Search bar can be accessed by clicking the magnifying glass in the header on mobile devices. This allows supporters to quickly find what they need by searching for by keyword or #. The search pulls up any matches based on Package #, Package Name or Description, Auction Mode, or Donor. 

Tip! To preview your fundraiser, open a browser and navigate to your friendly URL (ex. http://bidpal.net/abcgala). You can test it on a variety of devices - laptops, tablets, and mobile phones. If you are using a laptop or desktop, you can also resize your browser window to see how it will render on different screen sizes.

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