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How to Connect an Auction to an Event

If your auction is part of a larger event, you can link the two. This keeps your reporting tidy and rolls the auction results into the event.

Where to connect

  1. Open your auction.
  2. Click Connections in the workspace navigation.

The auction workspace menu with the Connections tab selected

Connections is one of the tabs in the auction workspace menu.

Choose the event

  1. Find the Associated Event field at the top of the page.
  2. Start typing the event name and pick it from the list.
  3. It saves on its own and shows a green check when saved.

The Associated Event field with a matching event listed as you type

Start typing the event name and pick it from the list.

One event at a time

An auction links to a single event. Picking a different one replaces the old link. To remove it, clear the field.

The Related Campaign and Associated Event fields, each holding one linked record

One event at a time. The small x on the right clears it.

Why it helps

  • The auction money counts toward the event totals.
  • You can see the auction and the event together in your reports.
  • There is one clear place to manage the link.

Connecting a campaign too

Right next to it is the Related Campaign field. It works the same way if you also want to link the auction to a fundraising campaign.

The Related Campaign field with matching campaigns listed as you type

The Related Campaign field works exactly the same way.

Reconnecting…

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