General Settings - Online Platform

To get here with your Admin Login, click on General Event Settings under the Event Management section in the dashboard menu on the left-hand side. 

You will notice this page has 2 Tabs:  General Settings, and Advanced Settings.

A. GENERAL SETTINGS

Organization & Event Information: This is the general information for both your organization and the event and is required to be completely filled in (logo included) if you want to send statements from this site. It also is used to populate different messaging throughout the site, in text messages, emails and transaction receipts, it is the number a bidder calls when they need to contact you.

1. Organization Name: Enter the legal name of the Organization.
2. Event Name: Enter the name of this event.
3. Contact Phone: Enter the phone number you would like your guest to use to contact you should they have a question.
4. Contact Email: Enter the email address you would like your supporters to look for correspondence from you.
5. Tax ID: will reflect the Tax ID used for the purchase of software, and what is used on the Merchant account.
6. Tax Status: Use the drop-down menu to select the type of tax status the organization carries.  You can choose from 501(c)3, 501(c)4 or other.
7. Address:  This is the organization's address.
8. Organization Logo: Use this to upload your Organizations logo to show on receipts.  Click here for instructions on how to Upload Photos: https://maxgiving.helpscoutdocs.com/article/43-adding-photos-or-videos-to-your-site
9. Organization Weblinks: Put in your organization's information for easy access for your guests.

Design Settings: You will choose your site colors in this section

a. When you click on the field this color picker will pop up, where you can click on the color you want, enter a Hex code, or RGBA colors.

1. Pick your colors: Black backgrounds will hide features on the ticketing page, test your background colors before going live.
2. Event Banner: You can change the width and height by putting in the numbers, make sure to save when done.
3. Site welcome message: an additional way to personalize your site.

Fundraising Goal:  Using the thermometer is a way to keep your guests up to date with how the fundraising efforts are going at any given time in the event.

1. Thermometer Goal:  This will be the Goal that you set for your event.  Enter the whole dollar amount of your event goal in this field with no commas ",".  If this is set to $0 or left blank, the thermometer will not appear on your site.
2. Thermometer Displays:  This lets you decide what page your thermometer is shown on and what is used to calculate the amount raised toward your goal.  
   1. All Fundraising Revenue - will show the thermometer on all pages and include sales from all components; all current or winning bids in the auction, donations, and item sales.  
   2. Donation Only - will show the thermometer on only the donations page and will only include donations in the number calculated for the thermometer.

B. ADVANCED SETTINGS

Processing Fee: This can be a fee used to offset some of the cost associated with the running of the event (most commonly credit card processing).  If you choose to offer this, whether required or optional, a message will be populated at registration for bidders to either accept (if required) or opt in (if optional).

1. Required, Optional Donation, and None:  This is where you choose how you would like this fee handled.
   1. Required: You can require it to be added to all guests by clicking Required.  
   2. Optional: You can allow your guest to choose to accept the fee by choosing Optional Donation.
   3. None: If you don’t want to have a fee at all just select None.
2. Fee Percentage:  Enter in this text box the percentage you would like to charge participants. **This is a required field if you are setting fees to Required or Optional.

All Fundraising Activity: This will be the default selection unless you have selected None as the fee option.

***Always remember to click the SAVE button when adding or making changes to any of these sections 

Customize Event Tabs: This is where you can change the tab for Item Sales to be displayed as something else.

Sales Tax: This section allows you to select if you would like to charge your guests sales tax. You can have multiple tax rates, just follow the steps below for each rate.  **You will assign these taxes to the item in the edit page for the Auction item or the item for sale.

1. Tax Rate Name: Fill in what you would like this tax referred to as.
2. Tax Rate Percent: The percentage you would like to charge.
3. Applies To:  What items you would like taxed?  Selected Items allow you to add it to selected items on the site.
4. Based On:  You can choose whether to charge tax on the bid price or on the Value.
5. This is where your tax rates go when added, click on Edit to make changes or Delete if you no longer need it.

Buyer's Premium: If you are using a Buyer's premium you would add in the fee Percentage you want charged.

Include Custom Footer on Guest Statements: This section can be personalized for you, type in what changes you may want to make, it is recommended you speak to your Tax Consultant or Accountant for guidance.