🛣️ClickBid Happy Highway: Your Event Setup Roadmap
ClickBid’s Happy Highway is a step-by-step guide designed to help you confidently and efficiently set up your event. It outlines the most effective path taken by our most successful clients — from first log-in to launching your auction.
🎥 Step 1: Watch the Welcome Video
Kick things off by watching our Welcome Video featuring ClickBid founder Matt Burnell.
You'll learn:
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How to navigate the platform
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How to create your first event
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How to add users and connect with support
Watch here: Welcome Video on YouTube
ℹ️Info: This short video gives you a quick tour and sets the tone for a smooth setup experience.
đź“š Step 2: Training Videos + How-To Articles
Before diving into setup, take time to explore our Training Hub.
You’ll find:
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Step-by-step video tutorials
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Written how-to articles by topic
Access here:
💡Tip: Investing just 15–30 minutes up front can help you avoid time-consuming mistakes later.
🖥️ Step 3: Get Familiar with the Platform
Spend some time exploring the admin. Play around with features before your onboarding call.
Try setting up:
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A new user
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Your ticket page
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A landing page
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A few bidders
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A few auction items
Helpful links:
ℹ️Info: Practicing ahead of your meeting helps you ask smarter questions and move faster through setup.
đź“… Step 4: Schedule Your Onboarding Meeting
Once you're familiar with the platform, schedule a 1-hour onboarding session with your Account Manager. This session is designed to:
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Review your event goals
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Answer questions
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Explore setup options tailored to your event
To prepare:
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Share a few preferred dates and times
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Be ready to explain your event needs
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Write down questions
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Let us know what areas you'd like to focus on
đź’ˇTip: Your Account Manager will reach out after your event is created or when you submit a ticket requesting a meeting.
âś… Step 5: Move Forward with Confidence
After your onboarding, you’ll have a clear plan and full support. If you need help, reach out via:
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Live Chat (bottom right of your admin dashboard)
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Support Ticket (under Training/Support tab)
Support Hours:
Monday–Friday, 9:00 AM – 5:00 PM EST