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Auctions Onboarding Training Course (alternate processor)

Onboarding Team

Let's Learn 

Panorama was designed with our clients in mind. With our on-demand resources, we have made it easy for you to learn independently 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.blobid1.png

  • 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 to the auction manager. Learn more about How to Add, Manage, and Remove Auction Team Members.

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. 

Event Dashboard 

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. blobid2.png

  • 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 set 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. blobid3.jpg

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Access Auction Event Planning Guides 

Preparation is key to hosting a great auction! Click here to access resources that will ensure you 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.  

Event

Items

Donor

  • 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.  
  • You can edit your donors and sponsors at any time 

Promotion

  • 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. 

Close Out 

Let’s prepare ourselves to feel confident on How to Close Out Your Auction. 

Reports

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 sent by day, and email usage. 
  • Credit Card Transaction Report- Lists all the credit card transactions that have been put through the system to the payment processor chosen. It will show the bidder's contact information, amount, type of card used, Response Code, and Response Details. 

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.  

 

 

 

 

 

 

 

 

 

 

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