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About Ideali
- What is Ideali 1 min read
- Why Ideali is different 3 min read
- Who can use Ideali? 1 min read
- $0 Platform fees 3 min read
- Payouts and instant payouts, how you get paid 5 min read
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Getting started with Ideali
- Creating your Ideali account 2 min read
- Setting up your organization profile 1 min read
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Dashboard
- Navigating your Ideali dashboard 4 min read
- Viewing and managing notifications 2 min read
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Campaign Management
- Creating a donation campaign 2 min read
- Customizing your thank you email 2 min read
- Managing your campaign after publishing 3 min read
- Share your campaign 2 min read
- Duplicating or cloning your campaign 2 min read
- Managing your archived campaigns list 2 min read
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Finances & Payments
- Setting up your payment account 3 min read
- Preset donation amounts, fixed & recurring 2 min read
- Viewing and filtering payments 2 min read
- Payment methods accepted on Ideali 2 min read
- Why payments fail and how to fix them 2 min read
- Managing your donors list 2 min read
- Managing recurring donations 2 min read
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Tap to pay
- What is tap to pay 2 min read
- Setting up Ideali tap to pay 2 min read
- Tap to pay troubleshooting 3 min read
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Integration & Embeds
- Embedding your donation campaign in WordPress 2 min read
- Connecting quickBooks in Ideali 2 min read
- Connecting constant contact in Ideali 1 min read
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Account Management
- Sub profiles to manage multiple campaigns 2 min read
- Setting up roles & users 3 min read
- Securing your Ideali account 2 min read
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Memberships
- Creating and managing membership types 5 min read
- Managing members profiles 2 min read
- Reviewing pending membership 3 min read
- Membership payments and invoices 3 min read
- Membership Custom Lists 3 min read
- Documents 3 min read
- Member Alerts 4 min read
- How to Share a Membership Type 2 min read
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Ideali for Donors
- Make a donation through Ideali 3 min read
- Optional donor tips 1 min read
- Make a recurring donation 1 min read
- Your donation receipt 2 min read
- How to Register for a Membership 3 min read
- Using the Member Portal 3 min read
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Events & Tickets
- Getting Started with the Events Module 5 min read
- Creating an Event with the Event Wizard 8 min read
- Adding Sessions with the Session Wizard 6 min read
- Creating and managing Event Venues 2 min read
- Event payments and invoices 4 min read
- Payment processor fees 3 min read
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AI & Tools
- Using the AI description and banner generator 4 min read
- Building custom forms 4 min read
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Auctions
- Getting Started with the Auction Module 5 min read
- Creating an Auction with the Auction Wizard 6 min read
- Monitoring and Sharing Your Auction 3 min read
- Managing Bidders 2 min read
- Editing, Cancelling, Archiving and Deleting an Auction 3 min read
- How Bidding Works for Supporters 3 min read
Change an auction’s settings, stop bidding early, move finished auctions out of your list, or remove an auction for good.
You manage each auction from its ⋮ menu on the Auction List. Go to Auction > Auctions in the left sidebar and click the ⋮ menu next to the auction.

The menu has these options:
- Edit — Change the auction’s settings and items.
- Monitor — Track bids and payments. Learn about the Monitor page.
- Bidders — See everyone registered to bid. Learn about managing bidders.
- Share — Get your auction link, QR code and social sharing buttons. Learn about sharing.
- Cancel — Stop all bidding without charging anyone.
- Archive — Move the auction out of your active list.
- Delete — Remove the auction.
Edit an auction
- Click the ⋮ menu next to the auction and click Edit. You can also click Edit on the auction’s Monitor page.
- The auction wizard opens with your saved settings. Go to the step you want to change.
- Make your changes and click Save & Next or Save & Exit.
Use Edit to finish an auction you saved with Save & Exit before publishing, or to update an auction’s details.
Tip: If bidding has started, think carefully before changing the close date, bid increments or fulfillment. Bidders may already have placed bids based on your original settings.
Cancel an auction
Cancelling stops all bidding on the auction straight away. No bidder is charged.
- Click the ⋮ menu next to the auction and click Cancel.
- Enter a reason for cancelling, up to 80 characters.
- Click Cancel Auction. To go back without cancelling, click Keep Auction.

The auction’s status changes to Cancelled.
Archive an auction
Archiving moves an auction out of your active Auction List, so the list only shows the auctions you’re working on. Use it for auctions that have finished or been cancelled.
- Click the ⋮ menu next to the auction.
- Click Archive.
To see your archived auctions, go to Auction > Archived Auctions in the left sidebar. The list shows each auction’s status, sales dates, items, bids and standing total, and you can search it by name.

Delete an auction
- Click the ⋮ menu next to the auction.
- Click Delete and confirm.
Note: Deleting removes the auction and can’t be undone. If you want to keep the auction’s details for your records, archive it instead.
Cancel, archive or delete?
- Cancel — The auction is live but shouldn’t go ahead. Bidding stops and nobody is charged.
- Archive — The auction is over and you want it out of your active list, but kept for your records.
- Delete — You want the auction gone for good, for example a test or a duplicate.


