We aim to keep things smooth while you get to grips with our software. Below are the steps to successfully onboard with us.
If you have any queries at any point, please contact your Sales Adviser or the support team on [email protected].
Contents
Getting Started
Pre-Contract
Before you sign up with us, you may have a demo or two in which we will answer any initial questions you may have.
You will also be invited to install our demo software onto your own test site so you can see how it will work, and start to explore any customisations you might wish to have.
Once you're happy with BidJS, we'll send you a contract to sign so you can get going. You can also subscribe directly using our website.
You'll then receive your own personalised Arrows Onboarding Plan, where you'll have the onboarding steps laid out.
From there, you can book your handover call to meet the support team, who will be overseeing your onboarding with BidJS, point you in the right direction in terms of next steps, if needed, and answer any initial questions.
Review Your Contract
You will have been sent a copy of your signed contract by our sales team. Please review this and keep a copy for your own records.
You can also subscribe directly through our website, where you will have agreed to our T&Cs.
Demo Logins
You will be sent the logins for our demo site so that you can start using this straight away to learn the system.
You can also find our Quick Start Guide here, which will show you the ropes.
We recommend completing a few basic tasks on the demo site to get used to the system, such as:
Create a demo auction
Add demo items with images
Set the demo auction live
Login as a demo bidder and place some bids etc.
Set Up Your Subscription
If you haven't done so already, you'll need to set up your subscription before we can send your production instance details to you. You can do that through the link on your Arrows Plan, or someone from our team can send you a direct link if needed.
After you have subscribed, you'll be taken to an onboarding form. Submitting this form is essential as it enables us to create your instance with your own details.
Send us Additional Info
Once you've submitted your onboarding form, you can start to send us additional information, which can be submitted in the following forms or by email:
Sitewide info (T&Cs, Privacy Policy, etc.)
Categories (required for uploading items)
TokBox/Vonage Details (for Webcast only)
Your increment table (click here to download, then submit by email)
Any email content changes (click here to download, then submit by email)
Any other content changes (please screenshot these along with a spreadsheet detailing changes and send them by email)
See a detailed explanation of the further information you can send us below.
Set Up Your Vonage Account (Webcast Only)
If you intend to stream video for your webcast auctions, you'll need to set up a Vonage account. Here's the help documentation to get you started and see more detail below.
Ensure Email Deliverability
We strongly recommend ensuring the DMARC and DKIM settings are in place for your domain, which can be actioned before we send your production details to you. Find the settings here.
Production Details
Within 24 hours of you having submitted your onboarding form, the support team will create your production instance and send you essential details such as:
Server name, region and unique client ID
Initial vendor
Initial categories
Link to your temporary front-end
Initial admin logins (and instructions to set your password)
Please note that we do not recommend performing testing or self-teaching using your production instance and would instead advise you to use our demo site.
If You Need Help...
There are several ways to get in touch with the BidJS support team. The easiest way is to email us at [email protected].
We also have comprehensive help documentation available. Click here for our Quick Start Guide and refresher guide, whenever you need it or you can find all our documentation by clicking here.
In case of emergency, call us on +44 (0)845 056 1277 stating the nature of the emergency and the company you're calling from.
Details of Additional Information to be Provided
Here is an explanation of the information we need:
Your Terms & Conditions (this can be a link if you have them displayed already online) - this is sitewide terms and conditions that are displayed when a user creates an account and can be seen when the user requests approval to bid on an auction. It is also shown on the sidebar of all auctions.
Privacy Policy (this can be a link if you have them displayed already online) - This displays when a user creates an account
Any auction-specific Terms & Conditions - this displays in the Essential Information section of auctions and when a user requests approval to bid on an auction.
Collection and Payment details - These details display in the Essential Information section of an auction, as follows:
List of categories - You cannot add items without selecting a category. Admins are not able to add their own categories. Please supply us with a list of categories in the format Parent Category > Child Subcategory. Until we receive these from you, categories will default to the initial basic category created for you as a placeholder.
Any content changes you wish to be done - Please take a good look around the demonstration site (or your own site if you have installed the demo software). Most text/buttons/page content can be changed to suit your needs. For example, you can change the text in many places on most pages.
If you have a particular content change request, please let us know by sending a screenshot of the area and sending us the exact replacement text to [email protected].
You can also change the text in most emails that are automatically generated by the system. You can find the default email text in the attached documents (please leave any substitution keys or html as they are). You can choose to download either just timed emails or webcast and timed emails according to your needs.
If you wish to make changes to any emails, please download the attached file(s), change the text, save it and return it to us at [email protected].
Auto-increment table - If you use an increment table for your auctions, please download the attached increment table builder, complete it and return it to [email protected].
(WEBCAST ONLY) Vonage key and secret to be able to stream video during live webcasts - You can find more information about setting up a Vonage account by clicking here. This is only applicable for clients who will be using a streaming service with their live auctions. *** Please note that there is a cost involved with using video streaming. See the Vonage pricing page for details or ask us at [email protected] for more information. ***