Once a sponsorship level or package has been created, you can record sponsorships by "selling" the package to a donor/sponsor from the Orders or Tickets Page.
You can select an existing user or donor record for the transaction or create a new record. Adding a Sponsorship package to an order automatically flags the buyer's user record as a donor and a sponsor and provides additional fields for capturing a sponsor bio, image, website etc.
If the sponsorship has been purchased and paid for outside of the software, the package must still be recorded on an order, selecting the "external" payment method to mark the order as paid.
To Sell on the Orders page:
Go to Orders > Add Order:
Note: Essentials and Standard legacy subscriptions do not include the Sponsorship Packages feature, so the "Add Sponsorship" button will not display. Use the Add Item or Add Ticket buttons (depending on how you have created your sponsorship "vehicles") to record the sale.
Once a sponsorship package has been added to the order, use the buttons/links to:
- assign guests to complimentary tickets,
- record a previous or apply a new payment
- generate an invoice or email
- add sponsorship details to the donor record if you have them (note - do this last as the link will take you to a new page). If you do not have the sponsor details, you can send an invite to the Sponsor to provide them.
Donor Record is created/updated and flagged as a sponsor:
Comments
0 comments
Article is closed for comments.