Getting Started · 1 min read

Quick start: Run Your First Fund-a-Need (FAN)

The 10-minute path from a brand-new event to a live tally on the night.

This is the whole workflow end to end. Every step has its own detailed guide if you want to go deeper.

1. 1

   Create the event

   From the admin home screen, choose New event. Give it the organization name, the event name, and the date. You can change any of it later.

   

2. 2

   Add your Fund-a-Need levels

   Enter each giving level (for example $10,000, $5,000, $2,500) with the Basic, Stretch and Dream counts you're aiming for. Overall goals total up automatically underneath.

   

3. 3

   Brand it

   Upload the organization's logo, optionally a frame, and set the colors. This is what the room sees on the Audience View.

   

4. 4

   Open the three views

   Tally goes on the phone of whoever is spotting. Auctioneer View goes on the auctioneer's laptop or tablet. Audience View goes to the ballroom screen.

   

5. 5

   Do a dry run, then clear

   Tap a few test pledges and confirm every screen updates. When you're happy, use Clear results in the Danger zone on Event Setup so you start the night at zero.

   

6. 6

   What the room sees

   The Audience View fills the ballroom screen with the logo centered at the top, the running total, and the goal markers.