# Email Statements (updated)

For online auctions, you have the option to email a statement to the bidder with a payment link. The first steps are often times used to customize the statement to include the information and options you want. See Bidder Statements for more information on this.

# Edit Email Statements

Aside from the common statement options that are available you can also customize and edit the email content of the statement.

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An example of an Email Statement with a "Pay Balance Online" link.

To modify the "Email Statement", from the Bidder Statements page click through Statements > Email Statements and then click on Edit Statement Email to open the Email Editor pre-populated with the "Bidder Statement" template.

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Changes are automatically saved during the editing process. When you are happy with the email you can return to the Email Statements page and continue with sending.

# Linked Bidders

If you want to address Linked Bidders together the Bidder.GreetingNames placeholder can be used in emails and Word Templates that will work with the "linked bidders" to generate a 'friendly' name suitable for a "greeting".

EXAMPLES

  • The linked bidders John Smith and Jane Smith would be greeted as John & Jane Smith.
  • If they are John Doe and Jane Smith it would be John Doe & Jane Smith.

# Select Recipients

By default, the Bidder Statements Send Statements dashboard will list the Recipients statements will be issued for. The Recipients list uses the Choosing Bidders functionality to select Bidders.

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# Only Include Activity After

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As needed, you can also further restrict the recipients list by setting a date where the Bidder Activity must be after that specified time. The Bidder Statement sent will still contain a full accounting of the bidder's Activity in the current event.


# Send Statements

When you are ready to send the statements to the selected bidders by email, click Send Statements under the Actions sidebar menu.

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A popup window will appear asking you to confirm sending the statements. Click Continue.

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A message will appear notifying you the statements are being sent.

A success message will flash at the top of the screen after the statements have been sent.


Last Revised: 2022-02-17
Last Updated: 2/17/2022, 2:30:38 PM