The Sponsors feature allows you to display, sell, and manage your sponsorship packages. You can offer those packages for sale online, but there may be instances where you need to internally add offline sponsors.
When adding sponsors via your Dashboard, you’ll have the option to:
collect a credit card payment over the phone
log an offline cash/check payment
send the sponsor an invoice with a direct link to complete their payment online
When adding offline payments (such as checks), you’ll be able to mark if the sponsor’s funds have been received and choose to send a receipt. If you haven't received their payment yet, you can leave them marked as Unpaid while still publicly recognizing them in your Sponsors logo display (if using).
Steps
Visit your campaign’s Dashboard.
Select Sponsors from the left side menu.
In the top right corner of your Sponsors dashboard, click Create then select Sponsor.
Under Sponsorship Information, enter the Sponsor Name and select which Sponsorship Package they are purchasing. If you were provided a logo, you can upload it and provide the website you’d like it hyperlinked to. If no logo is uploaded, the Sponsor Name will display as text.
Under Contact Info, enter contact information for the sponsor. The Sponsors Receipt will be sent to this email, if you choose to send the receipt.
Under Payment Information, choose if you are taking an online payment over the phone, adding an offline cash/check payment, or if you'd like to send an invoice. You can also set your preferences for sending a receipt in this section.
If you have enabled additional custom questions for sponsors, you will see those questions under Additional Information and can enter their details. This may not appear if you have not added custom questions for sponsors.
Click Create Sponsor.
Your Sponsors dashboard will update with new data showing your total amount raised through sponsorships and you’ll see the new sponsor listed in the table display, which will indicate at a glance if they are Paid or Unpaid and how many tickets they received, if any.
Note: If you have enabled the Sponsors logo display, the sponsor logo (or name, if no logo was provided) will immediately be displayed in the appropriate tier of your display. You can enable this display by visiting Settings > Campaign Page and adding the content block labeled Sponsors.
Mark As Paid
If you added an offline sponsor that paid via check/cash and did not indicate that you received their payment, you can return to mark their sponsorship as paid when their check or funds arrive.
Visit your campaign's Dashboard and select Sponsors on the left side menu.
Select the sponsor from the table in your Sponsors dashboard.
A summary of their sponsorship details will appear. Scroll down to the Payment Details section.
Click Mark as Paid. A pop-up will appear confirming their status will update to Paid and giving you the option to send them a receipt. Choose your preference for sending the receipt and click Submit.
Change Payment Method
If a sponsor changes their mind about sending a check or other offline payment, you can also choose to change their payment type to collect their funds online. You will have the option to take a credit card payment over the phone or send an invoice with a payment link for them to complete online.
Visit your campaign's Dashboard and select Sponsors on the left side menu.
Select the sponsor from the table in your Sponsors dashboard.
A summary of their sponsorship details will appear. Scroll down to the Payment Details section.
Click Change Payment Method. A pop-up will appear with two options to choose from: Credit Card or Invoice.
If taking payment over the phone, enter their credit card details, check the box indicating if they should receive a receipt, and click Save. Upon clicking Save, their card will be charged.
If sending an invoice, toggle to the Invoice tab. Click Save to send the invoice. Upon clicking Save, the contact email for the sponsor will receive an email with instructions on making their payment. You will have the ability to resend the invoice after creation, if needed.
Frequently Asked Questions
Are sponsorship dollars included in my campaign’s fundraising thermometer?
Yes. Your campaign’s fundraising thermometer shows the total of all your funds raised, including sponsorships.
Can I edit or override the amount of a sponsor that I'm adding without changing their tier?
Sponsorships reflect the price of the sponsor package you affiliate them with. While you can change a sponsor from one tier to another by editing their record, it is not possible to override the amount of funds affiliated with a single sponsor's record at this time.
Can sponsorships be credited to a fundraiser or team?
Yes, if you are adding sponsors to a campaign that has peer-to-peer fundraising enabled, the sponsorship can be credited to a fundraiser or team page. When manually adding a sponsor, you will see a section for recognition where you can select a fundraiser/team to receive credit for the sponsorship. When sponsors purchase a payment online, they will also be able to choose the fundraiser/team they would like to credit.
Sponsorship credit will appear on a fundraiser's page or team's page in a separate section for sponsorships, above the list of donations they have received. The funds from the sponsorship will benefit the fundraiser/team's fundraising total.
Can I resend a receipt to a sponsor?
Yes. Select the sponsor who needs a receipt resent from the table in your Sponsors dashboard. You will pull up a summary of their sponsorship. Scroll down to the Payment Info section and click the button that says Resend Receipt.