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:
How it looks
How to set up
How it looks
How to set up
How it looks
How to set up
CONNECTION REQUIREMENTSYour 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. The following supported web browsers will provide the best experience for you and your supporters:
- Google Chrome
- Mozilla Firefox
- Microsoft Edge
NOTE: The use of unsupported browsers may introduce service or functionality issues and is therefore highly discouraged.
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.
|Primary Color||The color of the top navigation bar, navigation buttons, donation thermometer fill, and some text.|
Image that displays at the top of the site.
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.
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".
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.
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.
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:
Main fundraiser page accessed via the friendly URL
|Home page||Mobile Auction Home||
Main fundraiser page accessed via One-Click Login text that provides a quick navigation panel for mobile users.
|Additional page||Purchase Tickets||
Links to a list of all active ticket packages available for purchase
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:
|Additional page||About Us||
Custom page to detail more information about your Organization
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:
Enables the page or link to be displayed on the navigation panel/mobile menu. If unchecked, the page or feature is not accessible.
|Page||Internal name of the page or feature. It cannot be changed.|
External name of the page or feature. This is what displays on the navigation panel/mobile menu and can be changed.
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.
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.
Click edit to update the following for any page:
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:
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.
- 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.
MOBILE INTERFACE: HOW TO SET UP
The following display properties can be configured:
|1. Donation Button Text||
Customize the text that appears on the donation button
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:
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:
|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.
|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.
|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.