Event Setup · 1 min read

Set up an event: goals, FAN levels and Fishing Above

Everything on the Event Setup screen, field by field.

1. 1

   Event details

   Organization name, event name and date appear on the Auctioneer and Audience views. Dates are shown as MM/DD/YYYY throughout the app.

   Screenshot

   Event details fields at the top of Event Setup

2. 2

   Add giving levels

   Each level has an amount and three targets: Basic (the number you need), Stretch (a good night) and Dream (a great night). Levels always sort high to low automatically.

   Screenshot

   A FAN level row with Basic / Stretch / Dream counts

3. 3

   Fishing Above

   Use Fishing Above for gifts that don't fit a fixed level, then set its Basic, Stretch and Dream goals as dollar amounts. On the phone, the Tally Person types the amount on a numeric keypad instead of tapping a level.

   Screenshot

   Fishing Above section with dollar goals

4. 4

   Matching challenge (optional)

   Turn on Matching challenge if a donor is matching the room. Set the match amount, choose what it applies to — the whole Fund-a-Need, one level, or a level and everything below it — and choose how it shows up on the Auctioneer and Audience screens.

   Screenshot

   Matching challenge section in Event Setup

5. 5

   Check the overall goals

   Overall FAN Goals sits underneath the levels and totals both the count (tally) and the dollars automatically from everything above. You don't type these in.

   Screenshot

   Overall FAN Goals showing Tally and Total columns

6. 6

   Audience display options

   Choose whether the audience sees the Total, the total at the current level, or both — and whether the Basic/Stretch/Dream goals are visible at all.

   Screenshot

   Audience View display toggles