Sending Invitations to Bid (Essentials subscribers)

Invitations to Bid provide a Personal Link which automatically logs the user in and brings them to a welcome page, where they can choose their online bidding name and store their credit card (if requested or required) before continuing to the catalog to browse and bid.

Essentials subscribers can email invitations to bid from the Users or Tickets pages following the instructions below.

Acorn, Plus, and Professional subscribers can send invitations to bid from the Mobile Dashboard.

Tip:  Three invitation email templates are provided:  Invite to Bid, Follow-up Invitation to Bid and Automatic Invitation to Bid. The separate templates allow you to tailor and retain different messaging for initial vs follow-up vs auto-sent invitations. 

These instructions cover the first two templates, which you can trigger to email to selected users.  

The Automatic Invitation to Bid is sent by the software when an existing user attempts to signup to bid with a recognized email address.

To Send Invitations:

To send Invitations to Bid ONLY to Ticket Holders, go to Tickets page.

-OR-

To send Invitations to Bid to a wider range of supporters, you'll need to send them from the Users page.

  1. Navigate to Admin > Manage Users.
  2. On the Users page, use the Common Filters dropdown menu to filter the list to your desired recipients.
    • Tip: Choose 'is not a donor' unless you wish to include item donors.
  3. Check the boxes next to the recipients you'd like to send the Invitation to Bid to.
  4. Click the Bulk Actions button, select Email Selected Users, and then choose Send Invitation to Bid.
  5. Click OK to confirm and send email(s).