Getting Started with Auction Tracker and your MaxGiving site
When you receive your email confirming your site is live it can all be a bit overwhelming so here is a quick checklist to walk you through the steps of setting it all up.
There are a few rules when using Auction Tracker with a MaxGiving Site:
- ALL guest and sponsorship sales must be either within Auction Tracker OR on the MaxGiving site. You can not do both. If you log guests in Auction Tracker that also buy tickets online, this will create duplicates records for that guest when it is sent back to Auction Tracker.
- IF you choose to do your guests/sposnsorship sales in Auction Tracker and you have us transfer the guests over from Auction Tracker WITH bid numbers already assigned, then you can not change those bid numbers once transfer to the MaxGiving site.
- You may not change the catalog numbers of Auction Items sent from Auction Tracker. They MUST remain the same you can not change them once they have been sent to the online site.
1. First you will want to set up your Auction Tracker to communicate to your new MaxGiving.bid site. Doing this will allow you to transfer data to the site before your event opens and back to your Auction Tracker after the event is over.
You will need some key information to do this, you will find this info in the Email sent to you by MaxGiving, Copy and Paste is the easiest way to get this info into Auction Tracker.
***Click here for step by step instructions on How to Set Up the Connection:https://maxgiving.helpscoutdocs.com/article/77-connecting-auction-tracker-to-your-maxgiving-site.
Website URL: data.maxgiving.bid
Event ID:
Login Name:
Password:
You will use Auction Tracker for your Data Entry to create auction packages, non-catalog items, and fund-a-need levels including a Miscellaneous level. Click here for information on To Do Data Entry in Auction Tracker: https://maxgiving.helpscoutdocs.com/category/108-auction-tracker-user-guide.
2. Start setting up your MaxGiving.bid site. To get into the Admin site follow the instructions in the email for setting your admin password. Once you have logged into your site using your Admin login, go to the dashboard. From the dashboard you will want to set up the basics of your event
Click these links for info on setting up each section:
3. Once you have set up your Basic event info you can move on to:
Ticket Settings (Online Only Platform does not come with ticketing)
Once you have completed these steps your site will be set and ready to go. You can find all of the Articles above and more helpful tips by following this link https://maxgiving.helpscoutdocs.com/.