Frequently Asked Questions

Will we raise more?

On average, customers who go from a manual to a mobile managed event increase their raise 25% or more.  The reason is because you can start bidding early, make it easier to bid, keep guests engaged in the bidding, buying, and donating aspects of your event, and make checkout a snap.

How quickly do we get funds?

We use Stripe, the industry standard in payment processing, for all online transactions.  Their policy is to transfer funds received every 2 business days to your bank account.  This is fast and significantly better than most.

What if we have some older guests?

This is a common fear but you’d be surprised just how tech savvy the older generations are these days.  Almost everyone shops online and has a smartphone.  As long as they know how to do that, they should be fine.  For those that need a little extra help, you can place bids for them and help them checkout.

Is there a contract?

We don’t require a formal contract.  When you signup, you are agreeing to our Terms and Conditions, which is good enough for us.  If your organization requires on a formal contract, we are happy to accommodate.  Just let us know at crew@causepilot.com.

Do you offer a nonprofit discount?

We primarily work with 501c3 nonprofits, charities, schools, and foundations.  Our pricing structure is reflective of this so there are no additional discounts, unless specified on the website. Our goal is to offer you the absolute best software at the lowest possible cost to you.

Do we need a WiFi connection?

If you are hosting an event, we recommend some type of internet connection that can be used for your managers that will be on laptops and tablets.  This could be WiFi or a hotspot.  For guests, generally cell reception is sufficient.  If you have an unusual location with bad reception, you might consider an alternative.

Can we export reports?

Yes, you can export all data in the software via a CSV file.  This type of file is generally easy to them upload to any other software platform you may be using and would like to share data.

IIMPORTANT:  Once your license expires, you will no longer have access to your account or reports.  Purchase a new license to reopen the account.

Can we upgrade?

You can upgrade your pricing plan at any time.  The lower plan you’ve already purchased will be applied on a pro-rated basis.  You can not downgrade to a lower plan until your current plan expires.

How many campaigns or events can we host?

With your annual license you will have 12 months to host as many events and campaigns as you like.  Knock yourself out! 

Are there any limits?

You are only limited by your own imagination.  No limits on number of flights, items to be sold, participants, amount you can raise, or admins of your account.  We do have a limit on the number of emails and text messages that can be sent per pricing plan.  However, these numbers are high and rarely exceeded. Additional email/text blocks are available for purchase.

Recover cost options/Passing forward fees?

CausePilot knows that the goal is to raise more and keep more for your organization, so we offer a feature that allows you to pass forward fees.  You can give guests the option to pay these fees or require they pay them.  Even given the option, we find that 50-75% people will voluntarily contribute to covering your costs.  They want to support your cause.

How do we get started?

Signup to watch a webinar or demo video and we’ll tell you how to proceed.

Can we import?

You can import auction items.  We do not recommend importing Contacts.  You are able to send email and text messages, for promotional purposes, through your CausePilot software without importing.  Just copy and paste!  It’s best to allow your participants to create their own account to become a Contact.  

How much time do we need?

You can start an event within minutes.  The time it takes to get an event off the ground depends on the fundraising components you choose.  Some take a couple of minutes and some take longer (thing big auction).  But, adding content is very quick.  The average auction lasts 1-2 weeks.  An annual appeal might last 3 months.

Have more questions?

Contact hello@causepilot.com or check out the Help Center.