Lunch & Learn: July 19

All things events (and a little about Quickbooks Online integrations)

Our CEO, Leya Simmons, answers whatever questions you bring to our Lunch and Learn sessions this summer. In July's episode, many of your questions were around events and a couple of key integrations.

We've provided for you a Table of Contents based on times in the video. Please see the linked articles for more information on any of these topics or reach out to our Support Team any time.

00:00 - 02:19	Welcome
02:19 - 7:00	BetterUnite software ecosystem overview
07:00 - 09:20	Contact Management (aka Donor Management/CRM) importing and uses
09:41 - 11:58	Events, Auctions & Guest Experience overview
12:15 - 14:31	Check-in Guest - guest experience text with table number and bidder number on desktop, preauthorizing credit cards
14:32 - 16:33	Advanced Search Check-In
15:44 - 16:07	Auto-assign Bidder Numbers
16:34 - 18:34	Credit Card Swipers (WePay vs Stripe with card readers)
18:45 - 20:15	Silent Auction item sharing
20:16 - 25:35	QR codes
24:20 - 25:35	Print Silent Auction cards
25:55 - 32:28	Live Auction flow (virtual and hybrid events)
32:28 - 33:53	Live Auction flow (in-person events); Quick Add
34:31 - 38:04	Silent Auction at events, Silent Auction bulk import
36:33 - 38:04	Preauthorize Card on Checkout
38:15 - 39:59	Campaign Activate or Draft
40:00 - 42:06	Auction Permissions (close auction early for online bidders at first in-person event since COVID)
42:07 - 45:38	Event Thermometer
42:07 - 42:42	Manage Event Dashboard
45:39 - 50:23	Text Message Guests, Suggested Text Messages
50:27 -	Content Block & Communications to re-direct
51:42 - 53:24	Wine Pull, Fundraising Games at Events, Items for Sale, Instant Purchase & Guest Carts
53:40 - 55:00	Quickbooks Integration
55:40 -	Newly Released and Upcoming Features

Thank you for reading! Let's go do some good.