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Edit sponsor record

Make updates to the record of an existing sponsor

Updated over a week ago

When using the Sponsors feature, you may occasionally need to make changes to a sponsor that has already been added to your campaign.

You can edit any sponsor record to:

  • edit or update their logo

  • edit the sponsor's contact information

  • change the sponsorship package to move the sponsor to a different tier

  • make changes to the public fundraising value of their sponsorship package

  • adjust the number of tickets or type of ticket included in their package

  • add any notes to the sponsorship record

Steps

  1. Visit your campaign's Dashboard and select Sponsors on the left side menu.

  2. In the Sponsors table, search for the sponsor whose record you need to update and click on it.

  3. A summary of their sponsorship details will appear. On the right side menu, you'll see the sponsor's name and contact information. Click the Edit Sponsor button located below their name.

  4. The sponsor record will open and allow you to make updates. Review the categories and make any necessary changes. Depending on what adjustments you need to make, you may need to toggle on the Customize Package option to edit the value, tickets, or notes.

  5. Click Save Changes when complete.

Frequently Asked Questions

Are sponsors notified when I make changes to their benefits, such as adding additional tickets?

No. Sponsors are not notified about any adjustments you make. We assume you are in conversation with the sponsor directly about any updates needed to their benefits.

Do the notes or changes I make to the sponsor record show in the Sponsors report?

Yes. The Sponsors report will include any notes you leave about packages you've customized and will include a column to tell you which sponsorship packages were customized.

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