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Event-Specific Help Instructions
Your Dashboard
New Auction Chairs: Start Here!!
Creating a New Event (Essentials/Plus/Pro)
Browse Help Library Here
Video - Quick Tips for Using the Datapages
Merging Duplicate User Records + Video
Creating User Accounts for Your Event Team
Help Changes Launching June 30th

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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
Adding Hyper Links To Text Or Images + Video
Video - Adding Images
Entering Info About Your Site And Event
Reviewing, Editing and Approving the Privacy Policy and Terms
Video: Customizing the Look and Feel of Your Site

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Migrate and Import Data

Self-Importing Guests with Tickets
Self-Importing Items
Migrating (Copying) Potential Guest Records from a Previous Event
Migrating (Copying) Settings and Data From a Previous Event Site + Video
Organizing Your Data for Import
Name Formats for Uploads and Imports
Migrating (copying) Data from Custom Fields
Video - Migrating Data and Settings to a New Event Site
Video - Importing Guests with Tickets
Importing Items from DonationMatch™

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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
Video: Adding an Item
Overview: Enter Items
Bulk Edit Multiple Items AND Bidding Style
Category
Overview: Manage Items and Display
Understanding Item Types and When to Use Each
Customizing Item Categories

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Tickets and Guests

Overview: Selling Tickets
Selling Items along with Tickets + Video
New! Inviting Guests to Provide Info
Creating Ticket Types + Video
Overview: Manage Guests
Creating Coupons/Discounts for Tickets
Inviting Ticket Buyers to Provide Guest Info
Setting Up Online Ticket Sales
Creating Custom Fields + Video
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
Overview: Print Materials
Printing FAQs
SMS/Text Outbid Notifications
QR Codes for Mobile Bidding and Gala Self-Check-out
Custom Text/SMS Messages (Plus/Professional)
Invitations: Overview + Video
Generate Printed Materials

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Payments and Receipts

Deluxe Gateway Setup
Connecting Existing Deluxe Account to a New Event Site
New! Google/Apple Pay Available on Deluxe Gateways
Connecting Your Credit Card Gateway to Your Event Site
New Customers: Setting up Credit Card Processing through the Software
Printing or Emailing Sales Receipts and Invoices
Testing Credit Card Processing with a Live Transaction
Deluxe: Adjusting Your Security Settings
Overview: Payments and Receipts
Overview: Set up Credit Card Processing

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Self Check-in and Self Check-out

Previewing the Self Check-In Process + Video
Previewing Self Check-out
Overview: Advance Check-in
Inviting Guests To Self Check-In
Overview: Self Check-Out
Inviting Guests to Self Check-Out at Gala
Setting Up Self Check-In
Testing the Self Check-Out process
Using Will Call for Online Events
Inviting Guests to Self Check-Out from Orders Page

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Orders and Reports

Reporting your Event Results
Cleaning Up Open Orders After Your Event - Start Here
Editing An Order From The Order Page + Video
Overview: Post Event Reporting and Order Management
Reconciling Credit Card Gateway Statements and Software Reports
Creating a New Order from the Order Page
Video - Editing and Closing Orders
Creating Custom Reports
Processing Refunds from the Order Page
Video - Viewing and Generating Reports

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Gala Auction

Pre-Gala Checklist
Organizing Will Call for Gala Event
Awarding Items One At A Time + Video
How to Check Out a Guest + Video
Checking in a Guest - bid numbers assigned at check-in + Video
Tips for a Gala Auction
Tips and Best Practices: In Person Paddle Raise Only
Overview: Gala Auction
Setting Up Tickets to Sell at Check-in
Check-in FAQ

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Online Auction and Mobile Bidding

Pre-Online Silent Auction Checklist
Pre-Mobile Bidding Checklist
Extended Bidding Option
Sending Invitations to Bid (Acorn/Plus/Pro)
Customizing Bidding Options + Video
Promoting Your Online Auction
Overview: Launching and Monitoring Online/Mobile Bidding
Setting Up Access To Bid/Vote/Virtual Online
Bid Types Allowed
Tips and Best Practices - Gala with Online and Mobile Bidding

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Contests, Carnivals and Tournaments

Creating a Voting Contest
Registration Options for Free and/or Non-Auction Events
Add a Live Auction/Paddle Raise
Add an Online (Silent) Auction
Voting Display Screens
Add a Silent Auction (paper bidding)
Monitor and Close Contests
Creating a Dessert Dash as a Voting Contest
Tips and Best Practices - Carnival/Casino Night/Trivia Night
Add a Silent Auction (smartphone bidding)

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Crowdfunds and Online Stores

Creating a Fundraising Campaign
Setting Up Text-to-Give
Setting Up a Page for Online Sales/Orders
Sending Invitations to Support Fundraising Campaign
Overview: Fundraising Campaigns
Embeddable Donation Button
Pledge Mode
Video: Setting up a Fundraising Campaign
Adding Custom Fields to a Fundraising Campaign Form
Editing 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.

Virtual Live Auction

Virtual Gala Pre-event Checklist
Tips and Best Practices - Virtual Paddle Raise
Sending Invitations to Virtual Event
Setting up the Signup Page
Planning an Online Auction + Virtual Event
Monitoring Virtual Bidding/Donations and Awarding Items
Tips and Best Practices - Fusion Paddle Raise (all online donations)
Signing up to Participate
Tips and Best Practices - Fusion Paddle Raise (online + paddle donations)
Allowing Public (Unknown Users) to View Livestream

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Admin

Using SendGrid to Verify Emails Sent/Received
Bill Highway Passwords
Article with Test Links
Article with Tags
Flight Check Preparations
Internal Link Test: Overview: Gala Auction
Managing Videos in YouTube
Style Sheet 2025
Image Library - Cropping and resizing
Video Production Steps

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FAQ

FAQ Credit Card Readers (Swipers)
FAQ Items
FAQ Sponsorship Packages
FAQ Deluxe Gateway Questions
FAQ Credit Card Gateways
FAQ Online Auctions
FAQ Reporting
FAQ Fees/Taxes
FAQ IT/Security/URL
FAQ Manage Homepage Links/Buttons

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