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

1. Go to Paid 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:
   • Select an existing contact from your All Supporters List
   • Add New Contact
   • Add from Supporters Database

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 contact will be populated in the Sponsor Purchaser field however you can edit this to display as the sponsor would like. 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.

Upload Sponsor Logo

1. Click Upload Photo (Adding Photos)
2. Use one of the upload options to add an image/logo

Add Website

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

Choose Display Locations

1. Select where the sponsor should appear:
   • Homepage
   • Auction
   • Donation Presentation
   • Ticketing

Save the Sponsor

1. Click Save

If the Sponsorship Includes Tickets

If the selected sponsorship level includes tickets, a pop-up will appear after you click Save 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 will now need to post the offline payment to this sponsor statement (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

Be sure to click Save to apply your changes.