Note: Sponsorship Feature requires a Plus/Premium subscription.
Once a sponsorship level or package has been created, you can record sponosrships 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 > Generate Order
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 (note - do this last as the link will take you to a new page)
Donor Record is created/updated and flagged as a sponsor:
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