Sponsorships

What is a Sponsorship?
A sponsorship is a contribution made to support the organization or to support a more specific activity like a program or special event. Sponsors can be c...
Wed, 20 Jul, 2022 at 9:04 AM
How do I create a Sponsorship?
To create a sponsorship, go to the Transactions & Invoices Module and select Sponsorships from the menu. From here you can add new or edit exis...
Wed, 20 Jul, 2022 at 9:40 AM
Can I delete a Sponsorship?
Yes, a sponsorship can be deleted if it has not already been connected to a gift or event level. To delete a sponsorship, click on the trash can icon. Click...
Wed, 20 Jul, 2022 at 9:19 AM
What are Sponsorship Follow Ups?
Sponsorship Follow Ups are tasks that are due to the sponsor in exchange for their contribution. To see what Follow Ups have been assigned for sponsors, go ...
Wed, 20 Jul, 2022 at 9:21 AM
How do I assign a task for a Sponsorship Follow Up?
Tasks are assigned on the Sponsorship Page. Once the sponsorship level is created, tasks associated with that level can be added.  Click the row with the ...
Wed, 20 Jul, 2022 at 9:23 AM
How can I update Sponsorship Follow Ups?
Go to the Follow Ups Page from Workspace >Transactions & Invoices > Sponsorships. Click on the Edit icon on the left side of the grid next t...
Wed, 20 Jul, 2022 at 9:29 AM
How are Follow Ups assigned for Sponsorships?
Follow ups for Sponsorships happen automatically when there is a transaction connected to a sponsorship such as a general donation or event level purchase. ...
Wed, 20 Jul, 2022 at 9:35 AM
How can I link an Event Level to a Sponsorship?
Create the Sponsorship and assign the applicable Tasks before linking to an event level. See the article "How Do I Create A Sponsorship?" for more...
Wed, 20 Jul, 2022 at 9:39 AM
How do I link a transaction to a Sponsorship?
From the Transaction Entry page, toggle the Sponsorships button to YES and select the Sponsorship Level from the dropdown menu and assign an expiration date...
Wed, 20 Jul, 2022 at 9:42 AM
How do I see Sponsorships related to a Transaction?
From the Transactions Grid in the Transactions & Invoices Module or from a constituent's Transaction grid under their Transactions Tab, find the Sp...
Wed, 20 Jul, 2022 at 9:45 AM