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Onboarding with BidJS

Here's your guide to onboarding with us, including the information we need from you, how to provide it, and your next steps.

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Written by Day Tring
Updated over a week ago

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 signing up, you may have one or more demos where we'll answer any initial questions you may have.

You’ll also be invited to install our demo software onto your own test site so you can see how it works and explore any customisations you might want.

Once you’re happy with BidJS, we’ll send you a contract to sign, or you can subscribe directly via our website.

You'll then receive a personalised Arrows Onboarding Plan, laying out your onboarding steps.

From there, you can book a kickoff call to meet the support team—who will oversee your onboarding, guide you through next steps if needed, and answer any initial questions.

Review Your Contract

Our sales team will have sent you a copy of your signed contract. Please review it and keep a copy for your records.

Alternatively, if you subscribed through our website, you will have agreed to our Terms & Conditions during the sign-up process.

Demo Logins

You'll receive demo site logins so you can get started using the system straight away.

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 already, you’ll need to set up your subscription before we can send your production instance details. You can do this via the link in your Arrows Plan, or contact us for a direct link.

Once subscribed, you’ll be taken to an onboarding form. Completing this form is essential—it allows us to create your instance with your organisation’s details.

Send us Additional Info

After submitting your onboarding form, you can start sending us additional information via the forms or by email:

See a detailed explanation of the further information you can send us below.

Set Up Your Vonage Account (Webcast Only)

If you plan to stream video for your webcast auctions, you'll need a Vonage account. Here's the help documentation to get you started and see more details below.

Ensure Email Deliverability

We strongly recommend setting up DMARC and DKIM settings for your domain, so that no emails end up in your users SPAM/junk folders. This step can be completed before we send your production instance. Find the settings here.


Production Details

Within 24 hours of receiving your onboarding form, our support team will create your production instance and send the following details:

  • Server name, region and unique client ID

  • Initial vendor

  • Initial category

  • Link to your temporary front-end (called Examples Page)

  • Initial admin logins (and a link 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 support for BidJS:


Details of Additional Information to be Provided

  • Sitewide Terms & Conditions

    • Displayed when a user creates an account, when requesting approval to bid, and in the sidebar of all auctions.

    • You may supply a link if hosted online.

  • Privacy Policy

    • Displayed when a user creates an account.

    • A link may be provided if it exists online.

  • Auction-Specific Terms & Conditions

    • Displayed in the "Essential Information" section of each auction and when users request approval to bid.

  • Collection and Payment Details

    • Displayed in the "Essential Information" section of your auctions.


  • List of Categories

    • Categories are required for item uploads. Admins cannot create categories themselves.

    • Provide in the format: Parent Category > Child Subcategory.

    • A placeholder category is used until we receive your list.

  • Content Changes

    • Review the demo site thoroughly. Most text, buttons, and page content are customisable.

    • Send screenshots of the areas you'd like to change, along with exact replacement text, to [email protected].

    • Email templates can also be customised. Download the email content template for timed/webcast auctions, make edits, and return the updated file to us.

  • Auto-Increment Table

  • (Webcast Only) Vonage Key and Secret

    **Note: Video streaming may incur additional charges. View Vonage pricing for more information.

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