- How to Access Panorama
- Tour the Panorama Dashboard
- How to Setup Panorama Users
- Setting Up EFT for PGF Disbursements
- Viewing PGF Disbursements
- Create an Auction Project
- Tour the Auction Manager
- Access Auction Event Planning Guides
- Key Configurations to Launch Quickly
- Getting Technical Support Assistance
Panorama was designed with our clients in mind. With our on-demand resources, we have made it easy for you to learn on your own when it's most convenient for you! This article is designed to help you get acquainted with Panorama and the Auction Manager.
How to Access Panorama
You can sign into Panorama at http://panorama.frontstream.com/ .
Quick Tip! Bookmark the Panorama login page for future use.
- Your username- is your email address
- If you’re unsure of the email addresses associated with your Panorama login, submit a help request here. Be sure to provide your organization’s name and Tax ID if applicable.
- Password – is the one you’ve created through the activation process.
- Forget your password? Click the Forgot Password link on the Panorama site to reset.
Tour the Panorama Dashboard
Actions you can take from the Panorama Home area are:
- Creating new or accessing past Projects
- Managing Smart Lists for your Peer-to-Peer Projects
- Accessing your Panorama Account Settings
- ? - Pull into our Resource Center to access Onboarding Tours, search for Help Center articles, submit or manage your Technical Support requests, access FrontStream Academy for in-depth training guides and articles and Share Your Feedback on Panorama and your experience.
How to Setup Panorama Users
It’s important to give your team Panorama access. Learn more about Setting up User Permissions in Panorama which is done through the Account menu where you can help provide your team with full or partial permissions for Panorama access.
For auction-specific team member access such as auction committee members, auction volunteers, etc, you can give full or partial permissions within the auction manager. Learn more about How to Add, Manage, and Remove Auction Team Members.
Setting Up EFT for Panorama Global Fund Disbursements
To set up EFT for funds processed through Panorama Global Fund (PGF) please allow up to 5 business days for our Finance Team to vet your information. Please note that funds can only be deposited into a bank account owned by the non-profit organization associated with the EIN registered to your Panorama account.
Viewing PGF Disbursements
Once you start receiving funds from your fundraising initiatives, view your Disbursement Report in Panorama to view a breakdown of each payment.
Create an Auction Project
Select the Create Project button to begin the project setup and choose the Auctions project type.
If you are hosting a Live In-Person auction or looking to sell tickets, click here for a step-by-step walkthrough on how to set up your event.
Click here for a step-by-step walkthrough on how to set up a Virtual auction.
Tour the Auction Manager
Learn more about how to access current and past projects.
Start to Finish of the auction process we start from the left tab and work our way over to the right as we go through the stages of our auction.
- Event- in this area you will build out the bones of your auction and update any high-level settings
- Items- this is where you will go to add new items and do all of your item management
- Donor- in this area you will setup your item donor and event sponsor profiles
- Promotion- use this area to create and schedule email blasts to promote the auction to your supporters
- Close Out- this area is key for managing your different points of sales and processing payments to close out your auction, updating your fee settings, and customizing automatic emails
- Reports- here is where you can find an abundance of reports available for you to gather more auction information all throughout your auction.
The Event Dashboard also tracks various types of auction stats and information, you can view at a quick glance.
Access Auction Event Planning Guides
To host a great auction, preparation is key! Click here to access resources that will ensure to set you up for success
Key Configurations to Launch Quickly
Let’s pull into each tab and touch on the key configurations needed to get started quickly.
- Setup and confirm your payment processor
- Build and Customize your Auction Homepage. Your auction homepage is what your supporters will see when they navigate to your site.
- Enable the Donate Now feature to accept online donations.
- Pull into Auction Features to enable additional features like Bid Extension, Sponsorships, and optionally disable auction features on the homepage.
- Enable the Item Donation feature and invite supporters to donate items to your auction.
- If you’re hosting a live event, update your Live Event dates and details.
- Create your Ticket Types and update your ticket settings (if applicable).
- Know your auction URLs – these can be found on your Auction Manager Event Dashboard.
- Checklist before your auction starts
- Add your items or Import items into the auction manager
- If you’re importing items into the auction manager review our formatting guidelines and import template
- About auction categories, item types, and attributes
- Determine the type of bidding for your items
- Understand bid increments
- Please feel free to use the Item Special Notes area to specify if an item is pick up only, if tax is applicable, or if a shipping fee will apply.
- If there is an item that does not fall into one of the default Auction Categories, please feel free to add your own auction category.
- Need help with your item images? Click here.
- If you enabled the Item Donation feature view, approve or reject your Pending Item Donations
- Add your donors and sponsors to the system. Once you add your sponsors associate them with a sponsorship tier to activate the Global Sponsorship Center.
- Add donors or Import donors into the auction manager and then associate them with the item they donated to give them recognition on the Item Page.
- Review our formatting guidelines and donor import template
- Once you add a donor into the system, pull into the Items tab and associate the donor with the item they donated to give them recognition on the item details page.
- You can edit your donors and sponsors at any time
- Promoting your auction is important to let your supporters know your auction event is coming and to keep them in the loop.
- You can import your mailing lists or sync with constant contact.
- Next, create your emails from our variety of default email templates and schedule them to be sent on a specific date and time.
- If you decide to generate your mailings outside of the auction manager, feel free to use the verbiage from the email templates we offer.
Let’s prepare ourselves to feel confident on How to Close Out Your Auction.
- If having your supporters cover the processing fee is important to you, manage the Pay-the-Fee feature to Invite donors and bidders to cover the processing fee.
- Review and customize your Winning Bidder email which is the receipt sent after you award items to the winning bidders. To update the generic message, go to Close out > Get Ready > Winning bidder email. Helpful Tip! We recommend adding information about shipping fees, pick-up dates and times, etc. to help bidders know what to expect.
- Once your online bidding end date has passed, you’ll navigate to the Closeout tab and closeout your auction. Closeout is a two-step process:
Let’s learn more about the What Type of Reports You Can Run to get more data on your auction.
Here’s a list of some reports you might find helpful now that your auction is closed:
- Awarded Items Report This report includes purchase information for your items, including the payment method and amount, and the winners’ contact information. It also includes a section of items that didn't sell. It will only include items that have been awarded under Close Out > Award Items.
- Item Donor Report This is a list of all of your items with their respective donors. It also includes the items’ leading bids and the estimated value. This is a great report to use when putting together your donor thank you letters.
- End of Auction Report- Your End of Auction Report is a comprehensive analysis of your most recent auction with BiddingForGood. It includes an auction overview, key auction results, donor engagement, daily revenue, top-performing categories, item detail, bulk email sends by day and email usage.
- Disbursement Report- Track your Panorama Global Funds from your fundraising initiatives through the Disbursement Report in Panorama.
Getting Technical Support Assistance
FrontStream Help Center – set-up videos, how-tos, helpful articles, and other helpful resources for all of our products.
Technical Customer Care – contact us here . They can also be reached by telephone at 1-800-687-8505, option 1.