BidPal Do It Yourself Packet

Guide to DIY Fundraising

R e v o l u t i o n i z i n g C h a r i t a b l e F u n d r a i s i n g T M

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TABLE OF CONTENTS



Pre-Event DocumentsBuddy Introduction ................................................................................................................2Pre-Event Checklist ...............................................................................................................3Venue Check .........................................................................................................................4Best Practices ........................................................................................................................5Friendly URL ........................................................................................................................10Event Pin ..............................................................................................................................11Remote Bidding ...................................................................................................................12Artwork Options ...................................................................................................................13How to Install SmartPay ......................................................................................................14Texting Overview .................................................................................................................15

Day of DocumentsChecklist ..............................................................................................................................16Go! Page .............................................................................................................................17One-Click Login ...................................................................................................................18Kiosks ..................................................................................................................................20Scoreboard ..........................................................................................................................22How to Assign Winners (Includes information about Live Auction and Rescinding bids) ............23How to Use Item Pickup (Need to have DIY polished form) .........................................................24

Post-Event DocumentsPost-Event Checklist ............................................................................................................25Payment Reconciliation .......................................................................................................26

Welcome to BidPals Do-It-Yourself Mobile Bidding! You now have access to mobile bidding for the day of your event, Fundraising Suite (your data management system), and the Giving Center, your on-line auction site. We built our award winning technology so you can make it your own. With BidPal, we will provide you with the keys to planning and executing a successful bidding event and get you on your way in no time. Lets get started!

TIP: Navigate

to each page

by clicking on

the name of the

document.

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Introducing Buddy

BidPal has Fundraising Resources to help you execute a successful event. Buddy is a website created just for you, complete with best practices, How to videos, marketing templates, event signage and much more!

You can access Buddy through myBidPal Planner. Simply log into myBidPal Planner and choose your event. On the dashboard/homescreen for your event, click the blue box labeled Fundraising Resource on the right hand side.


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DIY Pre-Event Checklist

Complete your Venue Check

Attend Fundraising Suite Webinar An introduction to BidPal

Create Users

Review Best Practices

Set up your Friendly URL and Event Pin

Submit iATS application for payment processing

Visit Buddy___ Set up your Giving Center ___ Set up Tickets___ Set up Tables___ Enter Items / Create Packages___ Import Package Photos___ Import Supporters / Manage Supporters

Customize Setup in myBidPal Planner This area can be completed quickly andat any time!

___ Preferences___ Upload Sponsors ___ Review Ticker Messages and Timing___ Select User Interface Buttons___ Design Scoreboard

Customer Support: (877) 4BIDPAL (877-424-3725)



Review Remote Bidding Information

Self-Registration activated and/or deactivated

Customize Artwork with Friendly URL___ Create signs___ Create bidding cards

Review Volunteer Information___ How to BidPal___ How to SmartPay Registration___ How to SmartPay Checkout___ How to use Item Pickup Tool___ Plan for Registration, Checkout and Item Pickup

Create script___ Review Announcement Information

Assign tables

Install SmartPay Anywhere Software

Review Data___ Event Health Check

Review Day of Documents___ Events Day Checklist___ Go Page!___ One Click Login___ Setting up Kiosks and Scoreboard

for Day of Events

Key Blue: Find in your packetGreen: Find online at Buddy

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BidPals award winning mobile bidding solution is now available through cellular networks. It is important to verify that your venue of choice is ready for BidPal Cellular. Here are three easy steps to check.

Verify your venue of choice can accommodate the following needs:

What are Cellular Boosters and what do they do?Cellular boosters can help in some venues by amplifying the cellular signal indoors; however they only work if they have a good source location to boost. We recommend bidding on the test auction (Step 1 above) from outside the venue to verify that you have a good cell source to start with. Once you know you have a good source, you may want to rent a cellular booster.

Verify venue cellular coverage by bidding on our test auction at http://bidpal.net/test via your smartphone. Register with your rst and last name in order to perform the test.

Be sure to walk your actual venue space while testing. Browse and bid to effectively judge your guest experience. Make sure to visit

all of the areas your guests will be bidding from during the event (registration area, dinner tables, bars, dance oor, bathrooms, etc.).

Be sure to perform the test with Sprint, Verizon, AT&T or other major carriers in your area.

Note: Cellular voice and data network performance can vary. Dont count a venue out just because you hear they have dropped calls.

STEP 2

STEP 1

STEP 3

How is the AT&T (Sprint/Verizon) coverage in your ballroom? Have you ever done an event where you had 300+ people browsing the web at once in your ballroom? Any coverage gaps that you are aware of?

If you are planning on having over 300 smartphone bidders in one venue location, please verify the maximum number of simultaneous cellular connections supported by your venue. The question to ask of your representative is:

Internet Connection in order to connect your laptops for Registration (wired connection preferred), Checkout, Scoreboard, and Kiosks.Connection required at the rate of 2 megabits per second upload and download for optimal performance. Power for laptops within 25 feet of registration.One 6-8 foot table for every 2 registration terminals.Check with your venue for additional fees.

A.

B.

C.D.E.


DIY Venue Check

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Best Practices:Package Data Suggestions

Starting Bids 40-50% of package value

Minimum Raise 10-15% of package value

Buy Now Price 150-200% of package value

TIP: Round to the next $5.00 when entering bid data

Buy Now Items - We recommend that Buy Now prices are not set on anything sentimental / emotional, or anything that could create a bidding war which would potentially sell for a higher price that the Buy Now price set.

Priceless Items You may enable this functionality; however, we recommend you enter the Fair Market Value in myBidPal Planner so that your patrons receive the tax bene t of their contribution. This is the Bene t to Donor whereby they only get tax credit for the amount over the Fair Market Value.

Note: If a package is listed as having a $0 value in myBidPal Planner and is not marked as Priceless, the value will display as N/A on the Smartphones.

Character counts with BidPal. We recommend: Package Name < 25 characters

Names longer than 25 characters will display on the item list on Smartphones; however, this will be cropped when displayed on the individual item.

Package Description < 300 characters

- While we do not recommend descriptions being longer than 300 characters, the entire description will be visible to the guest on their Smartphones. If utilizing the BidPal tent cards, keep in mind that there are character limits.

As you begin to add items and packages, please refer to our best practices below.

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Categories: BidPal recommends 10 Silent Auction Categories or Less

Examples:1. Art2. Collectibles3. Entertainment4. Fashion5. Health & Fitness6. Home & Garden7. Sports & Recreation8. Super Silent9. Travel & Leisure10. Wine & Dine

Target one silent package for every two attendees. Combine smaller items into packages to make them more enticing.

Try and nd unique items for the auction that cannot be purchased at a store. Some different examples include: dress down day at school for your child/childs class, dinner with a local celebrity, throwing the rst pitch at a local game, etc.

Consignment Packages If you must have consignment packages in your silent auction, ensure that the starting bid is equal or greater than the purchase price with the consignor. This way, your organization will not lose money.

Include photos of all packages If you have consignment packages, make sure to check with your consignment vendor as many of them already have the images available.

Run the Event Health Check and Package Summary reports from the HOME tab on

Be sure to Preview your Data on the BidPal Mobile Bidding Device prior to your event! From your myBidPal Planner home page, look to the bottom right of the page and click on Preview your Items on a BidPal! As a reminder, do not place any bids on the Mobile Bidding Device, as bidding is live.

Best Practices:Package Data Suggestions (Cont.)

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Best Practices: Registration

Nametags and Alpha Lines We discourage any alpha lines for Registration.

If you are handing out nametags, think about logistics - Anything alphabetical handed out is dif cult to coordinate with 3 or more check-in lines Can you have a separate table directly behind the registration table? Volunteers would work in teams of two: 1 at the computer, and the other standing behind to grab the registration materials.

Hanging or clip-on nametags are easier to manage, sticky nametags are messy to peel and hand out.

Easiest nametag process is to have them on their own table after checkout let guests pick out their own.

Separate Registrations - We suggest one stop for all things related to Registration!Live Auction Paddles To alleviate confusion, be sure the bidder number you assign a guest matches the paddle

number they get for the live auction.

Pre-printed paddles need to be kept in order, adding a step to the registration to sort through bins.

TIP - If you have printed programs to hand out, leave the back page blank and have Volunteers write the Bidder Number on the back to use as a Paddle.

TIP You can print live paddles through Planner as a report.

Reports > View Reports >Supporters and Table > Bidder Paddles

As you are planning for registration, please consider the items below.

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Best Practices: Supporters

Couples While each person in your system must be listed as a separate Supporter in BidPal, we suggest assigning 1 bidder number per couple. Giving two (or more) Supporters the same Bid Number will connect them for Registration so they only need to provide one credit card and receive one receipt. If needed, you are able to log in with the same bidder number on multiple phones.

- Ex: John Smith = Bid #100, Sue Smith = Bid #100

Unknown Guest Names You may sell tables to corporations prior to the event without having all of the guest names. When you dont know the names of the guests attending, we suggest creating these supporters as Guest of in myBidPal Planner so that you may easily change the Guest of to the correct guest name when they check in at registration.

Cell Phone Numbers When collecting the phone numbers of your guests prior to the event or at registration, be sure to get their cell phone number, with area code. This number will be used for one-click login text messages.

Duplicate Supporters After entering your Supporters into myBidPal Planner, be sure to run the Event Health Check report from the myBidPal Planner homepage (bottom left-corner). This report will highlight any potential duplicate supporters so that you may correct them prior to the event. For duplicate records, make sure to select the duplicates in Manage Supporters and merge the records with the MERGE button.

As you are planning for supporters, please note that this includes attendees and donors. Also, refer to the following best practicies as you are entering supporters.

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Best Practices: Volunteers

Recruit tech-savvy go-getters!

Students make great volunteers they are tech-savvy, follow directions, and usually reliable.

REGISTRATION- Staff 1 volunteer per line/laptop - If you are distributing anything at registration, have 2 volunteers per line- Volunteers shouldnt be overly talkative, they need to keep people moving- Volunteers must watch the SmartPay Registration Tutorial

ROAMING- Staff volunteer per 100; however, the more the merrier!- Roaming Volunteers should be friendly, engaging and have watched the How to BidPal Tutorial

KIOSKS Have volunteers near Kiosk or holding a tablet Kiosk CHECKOUT

- Cut the # of terminals in half and have 1 volunteer per laptop- Volunteers must watch the SmartPay Checkout tutorial

PICKUP- Staff as many volunteers as possible - make sure Gift Certi cates are in more than 1 box- Decide: Will items move to a central pickup spot for easy handout or do runners need to go back and forth to the tables?- Volunteers must watch the How to use Item Pickup Tool

Large Space/multiple rooms More volunteers are needed for roaming First Time Users If BidPal is new to your guests, staff more volunteers Shifts Shifts of volunteers can be tricky to train; it is often easiest to have a dedicated group for the

whole event.

Staff for busy times - Are guests likely to all arrive, or depart, at the same time? Or will they enter / exit out over a period of time?

Volunteers are one of the most important things to making an event run smoothly you need to have a strong and organized volunteer team! Please consider the following:

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Friendly URLYour BidPal Friendly URL is a great way to communicate your mobile event across multiple platiforms, including email blasts and social media.

The Friendly URL is a link that bidders can use to access the auction no matter what type of device they are using. The key is that its short and sweet so that volunteers can easily share it with guests at the event. The same link can be displayed on event signage to instruct guests to log into BidPal themselves. The Friendly URL can also be advertised in email campaigns.

To use Friendly URL, rst pick a friendly name that represents your organization or event. Examples: XYZGala, barnparty, denimbash, or RFB (for Reifeis Food Bank). The friendly name is added to the end of http://www.bidpal.net/ to form the link such ashttp://www.bidpal.net/friendlyURL.

In myBidPal Planner, select Setup > Preferences > Event and enter your choice in the Friendly URL eld. Do not enter the http://bidpal.net/ portion of the link. You can enter up to 40 characters for the friendly name. Friendly URLs are not case-sensitive, so XYZFOUNDATION is the same link as xyzfoundation.

Before the event, bidders type the Friendly URL in a browser on their computers and are directed to the Giving Center. During the event, bidders use the same link on their smartphones to log into the Mobile Bidding application.

What is the Friendly URL?

How do you set the Friendly URL?


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Event PIN The Event PIN is a 4-digit security code that is used to access various BidPal tools during the event. Set your Event PIN, and share it with trusted volunteers, but not your attendees.

The Event PIN is used to log into the Item Pickup Assistant and the Event Admin Tool. It is also used as a Re-login Code. If a bidder does not know the last 4 digits of his/her phone number on le, then volunteers can enter the Event PIN and log the bidder back into BidPal.

Log into myBidPal Planner and select Setup > Preferences > Event. Enter 4 numbers in the Event PIN eld and click Save.

What is the Event PIN?

How do you set Event PIN?

Pickup Assistant & Event Admin Tool Login

Last 4 Digits of Phone # Re-Login Code


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Remote BiddingInvitation Samples



Making an announcement about your event that your auction is open and guests can begin bidding is a great way to bring in the door before your event even begins. An email blast to your guests with your Friendly URL allows them to start bididng early from their own smartphone. Begin bidding early by sending an invitation to guests announcing your event is open! See samples below.

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Artwork Options

Go to www.bidpal.net/

Go to www.bidpal.net/



Signage is an important element to your event to guide attendees should they have questions. Included below, you can nd artwork designs available for you to customize and print as it relates to promoting Smartphone bidding via your friendly URL, showcasing How to BidPal, and drawing attention to your bidding kiosk areas. You can customize and print these signs from Buddy and use them strategically throughout your event. You can also include this information in a mailing that you send prior to the event to generate excitement!

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How to Install SmartPay

Minimum System Recommendations: Available Hard Disk Space: 250 MB Memory: 2 GB Processor: Dual Core 1.3 GHz Operating System: Windows XP Service Pack 2

Connection Requirements:

Internet: Direct, high-speed internet connection required (Wi-Fi or wired) for each SmartPay laptop. NOTE: Shared broadband connection for 2+ terminals is not supported and known to crash SmartPay.

Installation Instructions:1. Download the latest version of SmartPay from:

http://ftp.bidpalnetwork.com/SmartPaySetup.exe.2. Run SmartPaySetup.exe, click Install.3. Once installed, launch SmartPay from desktop shortcut icon.4. Enter connection information and click Connect button.

Server or Friendly URL: ex. gala2014 Event PIN: ex. 1234

5. Verify your Organization & Event Name on the Registration search screen (see red oval on picture).

Instructions for Self-Installation

Tip! If the mag stripe reader isnt working, make sure it is con gured in HID mode. Connect the mag stripe reader to the computer via USB. Open a browser and navigate to: http://www.magtek.com/support/mode/. If it is in Keyboard mode, click Change device mode to HID.


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Texting Overview With BidPals cellular solution, texting is a great way to keep guests engaged throughout the event.

One-Click Login (OCL)One-Click Login is a text message that allows bidders to click on a personalized link to quickly and easily log into the auction on their smartphones.

Types of Messages

Text Outbid AlertAutomatic noti cation sent to guests when they have been outbid on an auction item.

Winner Alert TextMass text sent to guests at auction end to tell them the auction is closed and view purchases on My Bill.

Includes personalized link to log into the auction, so texts should not be forwarded to other bidders Used at registration to quickly log guests into the auction Features a customizable message that can be changed throughout the event

Sent to all phones that can receive texts, not just smartphones Note: If logged into BidPal, guests also see the ashing Outbid alert and can view item status on My Items

Manually sent by you onsite to all guests with phone numbers on le It is a standard message with no customization

Thank you for joining us at Spring Fling 2014! Start bidding now by clicking the link below: http://www.bidpal.net/friendlyURL

There are some great items not bid on yet. Press the Items with No Bids button to check them out! The auction closes at 9

PM sharp. Make sure to get your last bids in on time!

Item #118: Spa Getaway Package is a hot item. Place your bid before its too late!



*There is no charge to send texts from BidPals software; however, sent messages do count towards guests text message billing plans.

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DIY Onsite Event Checklist

Connect to the GO page___ On your smartphone, tablet, or laptop, navigate to http://bidpal.net/friendlyURL/go___ Monitor proceeds using the Event Admin Tool with your Event PIN [your event PIN].

Send Initial One Click Login to begin bidding pre-event (mid-morning recommendation)

Review the Event Health Check report___ Run from myBidPal Planner home screen___ Review sections marked with X or !

Print Reports as needed from myBidPal Planner > Reports > View Reports.

___ Live Auction Spotter Form (if applicable)

Set up Kiosks (if applicable)___ Launch from Go! Page on each laptop and tablet___ Review Kiosk information and tips:

Set up Scoreboards

Train Your Volunteers___ Refer to the SmartPay Registration and Checkout Videos from the laptops or Go! Page.

Review Announcements with emcee/auctioneer___ Refer to the Suggested Announcements

Monitor Registration___ Ensure volunteers use correct talk track

Rescind accidental bids or purchases (as needed)___ Refer to How to Assign Winners and Rescind Bids

Record Live Auction Winners (if applicable)___ Collect Spotter Forms & enter winners in myBidPal Planner > Tools > Assign Live Winners

Call your Remote Event Manager before you plan to display the countdown clock on the scoreboard and/or on the device (approximately 30 minutes prior to the silent auction end time)

___ Remote EM will set the auction end time___ Remote EM will display the countdown clock if it is hidden

Prepare for Checkout and Item Pickup Asst.

At auction end, ensure the emcee encourages guests to use the Express Checkout Button if they didnt pre-swipe their credit cards at registration.

Print the following Reports at auction end, for use during checkout:

___ Proceeds by Bidder (Proceeds section)___ Bid History by Package (Bid History section)___ Dashboard

Call Remote Event Manager when the event is over___ Remote EM will close the event for you

Backup Plan___ Print your backup paper bid sheets with last highest bid from myBidPal Planner > Reports > View Reports > Auction.

Customer Service: (888) 418-3605




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GO! PageThe Go! page is your digital event manager. Access your BidPal Planner, launch Scoreboards, open Kiosk mode and review real-time statistics during your event.

The Go! page is a menu of tools that you can access from your smartphone, tablet, kiosk, or computer. Onsite at your event, open a browser & go to: http://bidpal.net/{friendly name}/go. Your events friendly URL is set up in myBidPal Planner (Setup > Preferences > Event > Friendly URL). For example, if your friendly name is XYZGala, then your link is: http://bidpal.net/XYZGala/go.

We recommend sharing the Go! page link with your volunteers but not your attendees. Below are the tools you can access from your events Go! page:KioskUse this link to launch the BidPal Kiosk on any tablet or laptop that you want to use as a bidding station. Always use this link for public kiosks because it will automatically log off guests after 2 minutes of inactivity.BidPal PlannerEasy to access your myBidPal Planner site? Use this link & log in with your e-mail address & password. You can use myBidPal Planner on your tablet or computer, but your smartphone is not supported.ScoreboardUse this link to engage guests and launch the BidPal Scoreboard. Enter your Event Pin and press the F11 key to enter full-screen mode.Event Admin ToolThe Event Admin Tool displays key real-time statistics, such as Silent Auction Proceeds, Donation Proceeds, etc. You can also rescind accidental bids & purchases with this tool. To log in, use your BidPal Event Pin.Item Pickup AssistantThe Item Pickup Assistant allows your checkout volunteers to quickly look up each guests bill, determine if they have paid, & see what packages the guest has purchased. To log in, provide your checkout volunteers with your BidPal Event Pin. Backup Bid SheetsThe BidPal Backup Plan enables you to quickly print backup paper bid sheets with the current high bidder of each silent auction package.

Set up your event pin in your Planner website: myBidPal Planner Setup > Preferences > Event > Event Pin.

What is the Go! Page?


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One-Click Login (Text or Email)

With BidPal, you can easily allow your guests to join the auction by sending them a One-Click Login via text message or email.

One-Click Login is a link that enables bidders to quickly and easily log into the auction on their smartphones, computers, or tablets. All they have to do is click on the link that they receive via e-mail or text, and theyre ready to bid!Each One-Click Login link is personalized so that it logs each bidder directly into BidPal with the correct bidder number. Guests can always go back to the original text or e-mail at any time to click the link and log back into BidPal.

Sample message: Thank you for supporting XYZ Foundation! Click the link to browse and bid on the auction.

What is One-Click Login?

Can I customize the message?

How do I send One-Click Login links?

Yes! The content of the text or email message can be customized in myBidPal Planner (Setup > Preferences > Mobile Bidding> One-Click Content). Up to 140 characters of custom text will appear before the link in both messages.

You can send One-Click Login links the following ways: A. To text or email an individual in myBidPal Planner

Click to edit the supporter under Supporters > Manage Supporters > click Supporters Name Under the Auction/Event tab, to send via text, click Text One-Click Login.

Note: The Mobile Phone Number eld must be populated with a valid, 10-digit phone number to text.To send via email, click Send One-Click Login via email. The Email Address eld must be populated with a valid email address to send.

B. To text multiple supporters in myBidPal Planner Under Supporters > Manage Supporters > click Text One-Click Login Choose to send the text to all selected supporters or lter selected supporters that are:

1. Assigned a ticket 2. Seated at a table 3. Have RSVP set to Yes

Click Next Review the list that will and will not receive One-Click Login messages Click Con rm

C. To text or email an individual or couple in SmartPay In SmartPay, search for the supporters name or bidder # To send via text, click Save and text URL. Note: The Mobile # eld must be populated to text. To send via email, click Save and email URL. Note: The Email eld must be populated to send.

Tip! Text and email messages are sent to all supporters linked to the bidder #, as long as each supporter has a phone # or e-mail address on le. So, theres no need for John Doe to forward the OCL text to his wife, Jane, if Janes phone # is also entered.


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What if someone doesnt receive their OCL text?

Should I send OCL links to remote bidders?We recommend that you email One-Click Login links to your remote bidders since they will likely be bidding from their computers or tablets. You can text OCLs to remote bidders if they are bidding from their smartphones, but please remember that anyone who bids on a smartphone will count towards the maximum allotted connections available at your event.

Since cellular providers deliver texts at different rates, some guests may not receive their One-Click Login text immediately when it is sent at registration.There are 2 alternative ways to help them log in: 1. Send them a One-Click Login email instead 2. Have them open a browser on their smartphone and navigate to the Friendly URL (ex. bidpal.net/OurGala). They can then log in by name or bidder #

We recommend that you email One-Click Login links to your remote bidders since they will likely be bidding from their computers or tablets. You can text OCLs to remote bidders if they are bidding from their smartphones, but please remember that anyone who bids on a smartphone will count towards the maximum allotted connections available at your event.

Since the One-Click Login messages feature customized content, it is a great way to instantly re-engage guests in the auction. We recommend you regularly send One-Click Login text messages throughout the event.

OCL Texting Timeline

Time Message Reason Sample TextA few hours be-fore event start

Start bidding early

We look forward to seeing you tonight at the Annual Fall Gala! Start bidding now by clicking the link below:

Registration start Welcome message

Thank you for joining us at Spring Fling 2014! Start bidding now by clicking the link below:

During event Re-engage guests

Dont lose out on the great items for sale tonight, keep on bidding!

During event Non-auction messages

Hope you wore your dancing shoes, Karrie and the Crazy 80s are onstage at 10 pm.

During event Items with no bids

There are some amazing items not yet bid on, please press the Items with No Bids button.

During event Featured category or item

You really should check out Item #117: Belize Getaway be-fore its too late!

20-30 minutes efore auction end

Auction closing soon

The Auction closes at 9PM sharp. Make sure to get your last bids in! Tip! Since each cellular provider may deliver texts at different rates, dont say The auction closes in 20 minutes. Instead, state a speci c time when it closes.

After auction end Thank you at the end of the event

Thank you for an amazing event and for helping us raise over $1 million dollars! Make sure to pick up your items before you leave.



One-Click Login (Cont.)

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Kiosks Using Kiosks is a great way option for guest who may not have a smartphone or do not want to use their own smartphone to bid at an event.

What is a Kiosk?A kiosk is a laptop computer or tablet that is designated as a bidding station at an event. Attendees can log into kiosks to browse items, place bids, or enter donations just like they would on their smartphones or BidPal devices.

Kiosk Tips:1. Recommend 1 kiosk for every 100 guests2. Pick locations that are easy to see and have power outlets available (ex.by the bar, by the item area)3. Tall cocktail tables or bar counter tops work well so user can comfortably browse the kiosks while standing4. Mark kiosks with signage5. Use balloons or other decoration to draw guests to kiosks6. Station a dedicated volunteer at each kiosk to answer questions7. If using tablets, you can have volunteers act as roaming bid clerks8. Kiosks are best viewed in landscape mode on tablets

Kiosks are especially important at DIY events, where all attendees may not have smartphones.


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How to Set up a Kiosk:1. Connect kiosks to internet.

If using a laptop, use an ethernet cable to connect to venue internet. Or, turn on Wi-Fi and connect to venues wireless network. We recommend using a secure Wi-Fi network to ensure a strong and responsive internet connection. Public Wi-Fi may be too slow. Tablets with 3G/4G capabilities also work.

2. Disable screen savers and adjust brightness settings. Make sure the kiosks are easy to view with the placement in the venue and event lighting.

3. Launch the devices internet browser and navigate to the Go page: http://bidpal.net/friendlyURL/go.

If using a tablet, be sure to turn the device to landscape mode before navigating to the Go page. Its important to start the kiosk from the Go page because it will have auto-log off enabled. If a bidder walks away without logging out, the kiosk will automatically log the bidder out after 2 minutes of inactivity.

4. Display the kiosk in full screen mode.On laptops, clicking F11 will display it in full screen. If using an iPad, add a bookmark to the Home screen, close the Safari browser, and re-launch the kiosk from the Home screen bookmark. The kiosk will display in full screen, with the address bar hidden.

Tip! Refer to the Friendly URL document to learn how to set up your friendly URL.

Tip! Remove passwords to the kiosk. If it is accidently closed, the volunteer will not be locked out.


Kiosks (Cont.)

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ScoreboardsWith BidPals Scoreboards, keep real-time auction results top of mind. By displaying auction information such as theTop 5 Auction Items, Items with No Bids and Total Proceedsraised at the event, youll keep your guests attention andpromote bidding all event long.

1. Connect laptops to venue internetIf using a laptop, use an Ethernet cable to connect to venue internet. Or, turn on Wi-Fi and connect to venues wireless network. We recommend using a secure Wi-Fi network to ensure a strong and responsive internet connection. Public Wi-Fi may be too slow.

2. Connect laptop or tablet to projector and screen or TVs You need to provide a display port (a VGA cable or HDMI), and a way to display the scoreboard (ex. projector and screen or TVs). Scoreboards can run on most laptops (Mac or Windows) in an updated web browser. For your protection, we only support up-to-date browsers that provide improved security and performance. We support the current and previous major releases of Firefox, Internet Explorer, Chrome and Safari on a rolling basis. Each time a new version is released, we begin supporting that version and stop supporting the third most recent version.

How to Set up Your Scoreboard Computer

Internet Explorer 10 launched in 2012. BidPal discontinued support for Internet Explorer 8 with the latest version of our software released February 2013. Organizations that depend on older versions of Internet Explorer may want to consider a dual browser strategy.

3. Launch the Scoreboard The scoreboard will be launched from the Go Page using your organizations EVENT PIN. Once displaying, be sure to put the browser in full screen mode (F11 on Windows PCs, Shift+Command+F on Macs).


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How to Assign Winnersand Rescind BidsSilent Auction Winners, Fixed Price Purchases and Donations1. Go to Tools > Assign Auction Winners.2. Search or sort to nd the correct package. Select the apporpriate package and click Next.3. Click the Find Bidder button.4. Search or sort to nd the name of the winner. Select the winners name & click Assign.

NOTE: If the supporter is not listed, then you will need to rst add the supporter to the system under Supporters > Manage Supporters.

5. If the selected package is a Fixed Price package, enter the quantity the bidder is purchasing.6. Enter the purchase amount, winning bid or donation amount. Do not enter symbols or cents. Ex. 1000, not

$1,000.00.7. Click Save.

NOTE: If the selected package is a xed price or donation package, click Save & New to enter more sales of the selected package. If the selected package is a silent auction package, click Assign More to assign a winner to another silent auction package.

TIP! To re-assign a package or change the winning bid amount, simply select a different bidder or enter a different amount and click Save. To completely remove a winner, or undo a xed price purchase, go to Tools > Rescind.

Live Auction Winners1. Go to Tools > Assign Live Winners. 2. Click to individually assign the winner to a live auction package. Or, click the Select All checkbox and then

click Assign to assign winners to all packages in numeric order.3. Click the Find Bidder button.4. Search or sort to nd the name of the winner. Select the winners name & click Assign.

NOTE: If the supporter is not listed, then you will need to rst add the supporter to the system under Supporters > Manage Supporters.

5. Enter the winning bid amount. Do not enter symbols or cents. Ex. 1000, not $1,000.00.6. Click Save & Next.7. Repeat steps 1-6 until all live packages have been assigned a winner.

Rescinding1. Go to Tools > Rescind.2. Search to nd the package or the bidder who has a charge you want to remove. Click to select the pack-

age or bidder.3. If searching by bidder, select what you want to rescind using the Select checkboxes. Click Rescind.4. If searching by package:

a. For xed price or donation packages, select the transactions you want to rescind using the Select checkboxes. Click Rescind. b. For silent or live packages, review the bidder, package, & amount. Click Rescind. - For silent packages, select either Assign to next highest bidder or Assign to no one and remove all bids on the item. Click Con rm.

5. Repeat steps for each package or bidder that has activity that you wish to rescind.

23

How to Use Item Pickup Assistant

1. Navigate Using your smartphone or tablet, navigate to your events Go Page [bidpal.net/friendlyURL/go].

Select Item Pickup Assistant.

2. Log in

3. Find Guest

4. Check Balance

Enter your Event PIN [the 4 digit code you setup under the preference tab] and press Enter.

Enter your Bidder # and press Enter.

Enter the last 4 digits of your Mobile Phone # and press Enter.

Enter at least 3 letters of the guests rst or last name and press Enter.

If more than one guest is returned by the search, select the correct guest.

If a guest has paid for all of their items, a GREEN banner is displayed. Con rm the Balance Due = $0 and gather the items listed.

If a guest has not paid for all of their items, a RED banner is displayed. Direct the guest to the Checkout Area.

Press Back To Search to check the next guests Balance Due.


888.729.0399 | www.BidPal.com24

DIY Post-Event Checklist

Review instructions sent in email for processing payments go to myBidPal.net

___ Reconcile Supporters Purchases Payments___ Process Pending Payments___ Void Transactions___ Reconcile iATS

Pull BidPal and iATS post-event reportsConduct Firesale should you have any remaining packages you wish to sell online

Plan for next event

Customer Support: (877) 4BIDPAL (877-424-3725)




25

Payment Reconciliation

After your event is complete, you will have access to all of the transactions and credit card information collected at the event via your myBidPal Planner website for 12 months. All transactions will be pending until you approve payments for processing in your myBidPal Planner website. Upon processing the transactions, the funds will be transferred to your designated bank account. Visa and MasterCard transactions are deposited daily as a gross amount within 24 - 48 hours of processing. Processing fees are then debited from your iATS merchant account at the end of each month along with the monthly fee. American Express and Discover transactions are deposited every Thursday for the previous weeks transactions (Sunday - Saturday) as net amounts (i.e. fees are already deducted).Post-Event Reconciliation Instructions: 1. Log into your myBidPal Planner website> Select Payments> Manage Payments. You will see a

Dashboard that displays the top level details of your proceeds. You will notice there are ve tabs: Summary, Pending Transactions, Approved Transactions, Rejected Transactions, and Outstanding Balances. Select Pending Transactions.

2. Before you process your payments, you may have a few adjustments to make to the transactions captured at your event. Please make those accordingly (reference FAQs in the last two pages of this document). Next, con rm all Pending Transactions. To add a payment, choose Payments > Add Transaction.

3. Once you are ready, select the transactions you want to process. Click the Process Transaction(s) button and await the results. It may take a few minutes to process a large batch (i.e. 50+ transactions).

4. When completed, the results of all transactions will appear in a pop-up window. Upon closing this window, the Pending Transactions screen will refresh. All transactions that were approved now show up under the Approved Transactions tab. Likewise, all rejected transactions display under the Rejected Transactions tab.

5. Review your rejections in the Rejected Transactions tab. Double click the item to view the rejection code. Note: The Rejected Transactions tab is a history of all rejected credit card transactions. Even after a Rejected Transaction has been resolved and paid in full, it will still appear on this tab. Unpaid/Overpaid Supporters will show up on your Outstanding Balances tab until they are paid.

6. Review Outstanding Balances. Guests whose cards were rejected will show up in the Outstanding Balances tab. Please note the phone number of the guest is displayed if available. You may click the Action button next to the record to open a window that will allow you to process the transaction on another card or record cash or check payment.

7. Once you have processed all of your transactions, please visit the iATS website www.IATSpayments.com to obtain detailed journal and reconciliation reports. Please note that iATS does charge $25/month to keep your account open. Be sure to speak to your iATS rep to deactivate your account once you are complete with your reconciliation (this will negate your monthly fee), then you can simply reactivate it next year.

Our merchant processor, iATS, can be reached at 1.888.955.5455.


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