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Look and Feel
Migrate and Import Data
Donors and Sponsors
Catalog and Items
Tickets and Guests
Emails/Texts and Print Materials
Payments and Receipts
Self Check-in and Self Check-out
Orders and Reports
Gala Auction
Online Auction and Mobile Bidding
Contests, Carnivals and Tournaments
Crowdfunds and Online Stores
Point of Sale (POS)
FAQ
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Event-Specific Help Instructions
Your Dashboard
Browse Help Library Here
Creating a New Event (Essentials/Plus/Pro)
Video - Quick Tips for Using the Datapages
Getting Started: Tips and Tools
Creating User Accounts for Your Event Team
Merging Duplicate User Records + Video
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Look and Feel
Choosing a Theme and App Colors for Your Site + Video
Video - Setting up your Homepage
Overview: Look and Feel
Adding Images to Your Site + Video
Setting Up Your Homepage + Video
Uploading a Banner Image
Adding Hyper Links To Text Or Images + Video
Video - Adding Images
Entering Info About Your Site And Event
Video: Customizing the Look and Feel of Your Site
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Migrate and Import Data
Self-Importing Guests with Tickets
Migrating (Copying) Settings and Data From a Previous Event Site + Video
Self-Importing Items
Migrating (Copying) Potential Guest Records from a Previous Event
Self-Importing Donors + Video
Migrating (Copying) Donors and Items from Previous Event Site
Video - Migrating Data and Settings to a New Event Site
Name Formats for Uploads and Imports
Self-Importing Users + Video
Organizing Your Data for Import
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Donors and Sponsors
Overview: Sponsorships
Creating a Sponsorship Package
Sponsor Display Options
Overview: Solicit Donations
Setting Up Online Donation Form For Products And Services
Offering Sponsorships via Campaign Page
Recording (Selling) Sponsorships on Orders Page
Recording Sponsorships (Essentials Plan)
Overview: Enter Donors
Selling Sponsorships via Ticket Sales
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Catalog and Items
Understanding Fair Market Value (FMV)
Understanding Item Types and When to Use Each
Entering Items: Tips and FAQ
Overview: Enter Items
Video: Adding an Item
Overview: Manage Items and Display
Category
Selling Raffle Tickets
Entering Paddle Raise / Special Appeal / Fund a Need Items
Entering Item(s) for Raffle Tickets
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Tickets and Guests
Overview: Selling Tickets
Selling Items along with Tickets + Video
Creating Ticket Types + Video
Managing Bidder Numbers
Overview: Manage Guests
Creating Custom Fields + Video
Collecting Meal Choices and common guest options
Setting Up Online Ticket Sales
New! Inviting Guests to Provide Info
Setting up and Managing Table Tickets
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Emails/Texts and Print Materials
Thank You Email Templates
Generating Printed Thank You Letters
Editing and Sending Emails From Your Event Site
QR Codes for Mobile Bidding and Gala Self-Check-out
Overview: Print Materials
SMS/Text Outbid Notifications
Invitations: Overview + Video
Selecting Bid and Description Sheet Elements to Display
Bid & Description Sheet Print Options
Collecting Opt In Authorizations for SMS/Text Messaging
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Payments and Receipts
Deluxe Gateway Setup
Connecting Existing Deluxe Account to a New Event Site
Connecting Your Credit Card Gateway to Your Event Site
New Customers: Setting up Credit Card Processing through the Software
Testing Credit Card Processing with a Live Transaction
Deluxe: Adjusting Your Security Settings
FirstViewâ„¢ FAQ
Overview: Payments and Receipts
Adding a Donation to Offset Credit Card Processing Fees
Understanding Deluxe Fees
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Self Check-in and Self Check-out
Previewing the Self Check-In Process + Video
Previewing Self Check-out
Inviting Guests to Self Check-Out at Gala
Overview: Advance Check-in
Setting Up Self Check-In
Inviting Guests To Self Check-In
Using Will Call for Online Events
Testing the Self Check-Out process
Inviting Guests to Self Check-Out from Orders Page
Overview: Self Check-Out
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Orders and Reports
Reporting your Event Results
Cleaning Up Open Orders After Your Event - Start Here
Overview: Post Event Reporting and Order Management
Editing An Order From The Order Page + Video
Creating a New Order from the Order Page
Processing Refunds from the Order Page
Creating Custom Reports
Video - Editing and Closing Orders
Reconciling Credit Card Gateway Statements and Software Reports
Overview: Reports
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Gala Auction
Pre-Gala Checklist
How to Check Out a Guest at Gala + Video
Checking in a Guest - bid numbers assigned at check-in + Video
Organizing Will Call for Gala Event
Awarding Items One At A Time + Video
Auction Night Tutorial (for events using preassigned bidder numbers)
Check-in FAQ
Tips for a Gala Auction
Entering Paddle Raise/Special Appeal Pledges on Event Night
Tips and Best Practices: In Person Paddle Raise Only
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Online Auction and Mobile Bidding
Pre-Online Silent Auction Checklist
Pre-Mobile Bidding Checklist
Changes to the Online Item Award Process
Extended Bidding Option
Customizing Bidding Options + Video
Bid Types Allowed
Sending Invitations to Bid (Acorn/Plus/Pro)
Promoting Your Online Auction
Online Bidding Dashboard
Overview: Launching and Monitoring Online/Mobile Bidding
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Contests, Carnivals and Tournaments
Creating a Voting Contest
Add an Online (Silent) Auction
Add a Live Auction/Paddle Raise
Add a Silent Auction (paper bidding)
Voting Display Screens
Monitor and Close Contests
Tips and Best Practices - Voting Contest
Add a Silent Auction (smartphone bidding)
Creating a Dessert Dash as a Voting Contest
Tips and Best Practices - Carnival/Casino Night/Trivia Night
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Crowdfunds and Online Stores
Creating a Fundraising Campaign
Overview: Fundraising Campaigns
Setting Up a Page for Online Sales/Orders
Setting Up Text-to-Give
Embeddable Donation Button
Sending Invitations to Support Fundraising Campaign
Adding Custom Fields to a Fundraising Campaign Form
Overview: Recurring Donations
Pledge Mode
Video: Setting up a Fundraising Campaign
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Point of Sale (POS)
Using POS (Point-of-Sale) to Sell Items
Viewing POS (Point-of-Sale) Reports
Selling Silent Items at Non-Ticketed Events
Enabling POS (Point-of-Sale) Feature for Use as Cash Register.
FAQ
FAQ Deluxe Gateway Questions
FAQ Credit Card Readers (Swipers)
FAQ Items
FAQ Online Auctions
FAQ Manage Homepage Links/Buttons
FAQ Sponsorship Packages
FAQ Credit Card Gateways
FAQ Fees/Taxes
FAQ Images
FAQ IT/Security/URL
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