In this guide we will lead you through how to enter winning bids and bidders. We will also show you the winning bidders perspective! You can see the emails they will receive and how they will pay for their winning bids!
1. From your dashboard click Auctions on the left side of the screen. Then, click Manage on your Live Auction.
2. Click Bids in the left sidebar.
3. Once on the Bids page click the Enter bid button next to the item.
4. A window will pop up and you will be prompted to enter the winning bid amount. Then you can add the donor's information or select from a list of existing donors if the winning bidder is already in the system.
Please Note: Existing donors can be searched by name or paddle number, if previously added. Some existing donors will have a checkmark next to their name. This check mark means that their account is verified. If possible you want to use the contact with a verified account to send the Auction item invoice. If the paddle number you search does not have a contact with a checkmark, try searching your donor's name instead.
5. Once you are done entering the winning bidders/bids and the Auction bidding time has passed you will see a notification promoting you to close the Auction. Once you click the Close Auction now button you will no longer be able to add or edit bids. All winning bidders will be notified via email to check out and submit payment for the items won.
6. Bidders will receive an email letting them know they have won! From the email, they can head to checkout to pay for their winning bid(s).
7. The Go to checkout button will lead the winning bidder to a checkout page where they can add a card or pay with one they already have on file. They can choose what optional fees they want to cover and click Pay now to finish their payment.
8. After winning bidders pay for their items they will automatically receive a receipt email. This email includes a button that links to the fulfillment center. Let’s take a look at the fulfillment center from a winning bidders point of view.
Please Note: The Tax ID of the organization will also appear here if you add it in the dashboard.
9. On the fulfillment page, they can view details about fulfillment, choose their fulfillment method, and send messages.
Please Note: Shipping is only an option for your winners if you add it in the Fulfillment & Shipping settings in the dashboard. Here is an article that explains more about how to add shipping as an option.
10. Now back to the dashboard! After you close the auction you will automatically be directed to the payment page. It will appear blank at first but as winning bidders pay their invoices their payments will appear in the table. You will refresh the page to see new payments.
11. To view who has won each item head to the fulfillment page in the dashboard. This table can help you connect winners with their items. You can change the status from pending to received or shipped. This will help you keep track of what items have been fulfilled. Click Open to access the fulfillment center for that item.
12. On this page you can see payment status, fulfillment status, winners selected delivery method and any messages from the winner. You can send messages as well!
13. That’s it! If you have any questions email us at [email protected]