Auction Reporting & Checkout
Winning Bid Email NotifyWorkspace Auctions Auctions, Actions Winning Bid Email Notify. Use this action to notify your winning bidders at the end of your auction. Winning bid notifications are not sent automatically; this does not include the auction Thank You for payment. PLEASE NOTE: Highlighting a ro…Winning Bid Text NotifyWorkspace Auctions Auctions, Actions Winning Bid Text Notify. Use this action to notify your winning bidders at the end of your auction. Winning bid notifications are not sent automatically; this does not include the auction Thank You for payment. PLEASE NOTE: Highlighting a row…Summary Guide for Auction CheckoutThe attached guide can be used to help training volunteers for auction checkout. It is in MS Word format so that you can modify as needed for your event.Auction Check Out and Payment ProcessingYou can perform the check out process internally, or, if your auction participants have created a Constituent Portal account, they can perform a self-checkout. To learn more about self-checkout, see this article: For internal processing, once your auction is completed, you can p…Self Checkout Using the Constituent PortalThe Constituent Portal's auction feature allows your auction participants to do self-checkout. For online auctions, participants must have created a portal account in order to place a bid. For those auctions which were not online, participants can still use the self-checkout fea…Can I Split an Auction Item Across Multiple Winners?Yes, after an auction item has been won and bidding has ended, you are able to select that item and add the additional winning bidder and their winning amounts. On the Auction grid, you can select the desired Auction item and mouse over the “Actions” menu selecting, “Split Winni…What credit cards are accepted by AssociationSphere?AssociationSphere can accept Visa, Mastercard, Discover, and American Express.Are there built in reports for auctions?1. Reports within AssociationSphere are created by using queries, filters, and sorts on the grids to produce the data you want to view. 2. The View Builder on the Auction grid has a few built in views you can utilize including: - No Bids - for a list of items with no bids assign…Can I look at total raised and by donor or Add-On level?1. The total for auction items can be viewed in the Bid History grid under the Bid Amount column. This does not include add-ons. 2. If enabled, the goal progress widget on the auction page will also show the total amount raised per the settings. 3. The list can be filtered by th…Are there ways to display the auction goal progress?1. Yes, the auction page can be set up to include a thermometer or donut progress and live bidders scroll. 2. From the auction page editor, on the Auction Settings tab the Goal Category identifies all the revenue that will be included in the goal widget. 3. This Goal Category ca…Are winning bidders notified automatically at the end of the auction?1. No, you can send the notification manually from the Auctions grid in the Action menu by clicking on Wining Bid Email Notify and/or Winning Bid Text Notify. 2. These are standard messages and cannot be edited. 3. To send a custom message, use Send Text Message or Send Direct E…How is sales tax handled at checkout?1. Sales tax is calculated by the settings established in your organization’s settings. 2. Check your state’s sales tax requirements for the auction. 3. See this support article for information about the settings and how sales tax is calculated. 4. Sales tax is not included in t…Can you bulk charge credit cards for auction checkout?1. Yes, by using the Bid History grid. 2. This will only process bids for auction items, it does not include add-on items. 3. All bidders must have a credit card on file. 4. Click on the Actions menu and select Process Bids. 5. A new window will open. 6. If processing fees will…How can I remove a credit card from a constituent's record?From the constituent’s record on the Payment Info tab, credit cards can be deleted by clicking on the trashcan icon.Can you choose which of the donor's credit cards to use?1. Yes, the credit card used can be selected with individual checkout from the Auctions grid, but not in the Bid History Batch Process bids. 2. For Bid History Batch Process charges, the system will choose the credit card with the farthest expiration date as the default. 3. For…How do I use an alternate payment type for auction checkout?1. Payment types are selected from the dropdown menu in the checkout window. 2. If other forms of payment will be collected, ensure the proper payment type has been included in the list of options by using the feature. 3. It is recommended that only Admin users update this infor…Who pays the credit card fee, and can that be changed?1. When auction items are manually checked out, by default the organization pays the credit card processing fees. 2. The Pay Processing Fee can be toggled to YESto allow the bidder to pay the fee. 3. The total processing fees will displayed at the bottom of the window with the o…How do I send or print an auction receipt?1. Bidders are automatically sent a thank you email that includes a list of their purchases after they check out. 2. A receipt can be printed for individual items, but not all items for a donor at once. 3. Each receipt must be printed individually. 4. After checkout, click on th…