Adding a Sponsor

Add a sponsor that paid outside of the platform (check, cash, or external payment) so they are included in your event and reporting.

Open the Sponsors Section under Event Management

1. Go to Sponsors in the dashboard
2. Select the Sponsors tab

Click Add Sponsor Button

Select or Add a Sponsor Purchaser

1. Click the Sponsor Purchaser dropdown
2. Choose one of the following:
   • Start typing and select an existing contact from your All Supporters list
   • ADD NEW CONTACT if the supporter is not already in your All Supporters list
   • ADD FROM SUPPORTERS DATABASE to search your All Supporters list in a pop-up window

When creating a new sponsor, select Add New Contact.

1. Choose:
   • A business or
   • An individual
2. Enter contact details:
   • Name or Company Name
   • Phone
   • Email
   • Address
3. Click Save

Enter Display Name

1. The Display Sponsor As field defaults to the Sponsor Purchaser name. You can use this field to customize how the sponsor’s name appears publicly.
2. To edit click in the Display Sponsor As text box and enter how the sponsor name should appear publicly.

Select Sponsor Level

1. Click Sponsor Level to open the drop down.
2. Select the sponsorship package

**The amount will populate automatically. If you are adding the Sponsor but do not want to have money reflected in the software for this Sponsor, leave the choice at Select Sponsor Level

** Visit Adding Sponsorships & Ticket Levels if there are no sponsorship packages in your dropdown.

Upload Sponsor Logo

1. Click Upload Photo (Adding Photos)
2. To add an image/logo, use one of the upload options (My Files, Web Address, Google Image Search, Dropbox, or Camera).

Add Website

1. Enter the sponsor’s website in Sponsor’s Website URL (optional)

Choose Display Options

Sponsor logos or names can be viewed on your site's Home, Donation, Auction, and Ticketing site pages. They are also displayed on the Presentation Screen.  If a Logo Image has not been selected the Sponsor Purchaser or Display Sponsor As names will appear.   

1. Sponsor Frame. Add a frame around the Logo Image or Text Box for this sponsor. Choose None or one of the premade options.  
2. Text Logo. If an image was not selected the Sponsor Purchaser or Display Sponsor As names will be displayed as styled text. You can choose the font, background, text color, size, and whether to use bold text.
3. Choose Display Locations. Select where the sponsor should appear:
   • Homepage
   • Auction
   • Donation Presentation
   • Ticketing

Save the Sponsor

1. Click UPDATE

If the Sponsorship Includes Tickets

If the selected sponsorship level includes tickets, a pop-up will appear after you click UPDATE with options for assigning guests.

Choose How to Assign Guests

You will see the following options:

1. Yes, I will specify guests now: Choose this option if you want to begin assigning guests right away, even if you only know some of the names.

Guests can be added in one of the following ways:

 - Select from Existing Event Supporters

 - Add From Constituent Database

 - Create New Contact

 - Guest TBD (creates placeholders such as #1, #2, #3)

2. Yes, Assign all guests TBD: Assigns all tickets to placeholder guests (e.g., Guest #1, Guest #2). Use this option if guest names are not available yet.

3. Do not add guests for sponsor: Removes all tickets from the purchaser’s record.

⚠️ Important: Be careful when selecting Do not add guests for sponsor to avoid missing guest assignments later.

Post Payment

• You can post payments received outside your site (cash, checks, etc.) by clicking the Payment icon in the Sponsors List (Event Management >Sponsors) and then following the instructions here: Posting Individual Guest Payments

💡 Good to Know:

• Sponsors can be added as a Business or Individual
• Display Sponsor As controls the public name
• Sponsorship amount is tied to the selected level
• Sponsors can be edited after saving (Edit or Delete a Sponsor)

⚠️ Important:

• Click UPDATE after making any changes to a record to ensure your changes are saved.

Printable Quick Help Guide:

(see  below for printing instructions)

How to Print This Guide

1. Right-click on the image of the guide
2. Select Save Image As…
3. Save the file to your computer
4. Open the saved image
5. Click Print (or use Ctrl + P / Command + P)

💡 Good to Know

For best results, print using Full Page or Fit to Page settings to ensure proper sizing and clarity.