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How can I update Sponsorship Follow Ups?Go to the Follow Ups Page from the Fundraising Module Sponsorships. Click on the Edit icon on the left side of the grid next to the task. In…Sponsorships · 1 min readHow do I assign Tasks for Sponsorship Follow Ups…will automatically be assigned as Follow Ups for the constituent. During the setup of your Task you will also be able to turn on a setting…Sponsorships · 1 min readWhat is a Follow Up?…as well as a row on the user's My Follow Ups grid. Int7.png Follow Ups Linked to Sponsorships Follow ups can also be created when a sponsor…My Follow Ups · 2 min readSponsorship Management Features to Help Build Long Term Relationships…staff member to the task using the Follow-ups feature as shown in Figure 2 below. Figure 1: Tasks associated with a sponsorships are shown w…Helpful Articles · 3 min readHow do I create a Sponsorship?To create a sponsorship, go to the Fundraising Module and select Sponsorships from the menu. The default view will be the Manage Follow Ups…Sponsorships · 2 min readWhat is the My Follow Ups grid?The My Follow Ups grid, located in the CRM Module, shows all of the open follow ups and open interactions assigned to you across all constit…My Follow Ups · 1 min readAre assigned tasks automatically created for sponsorships?…tasks that are associated with the sponsorship level are linked to the constituent and can be seen on the Fundraising Sponsorships Manage Fo…Sponsorships · 1 min readCan I delete a sponsorship?…a gift or event level. To delete a sponsorship, click on Switch to Task Setup from the Manage Follows Ups grid. Select the row of the sponso…Sponsorships · 1 min readCan I have DonorView email our users when their follow up is due?…can set up email notifications for follow ups. The notifications are sent the day before the follow up is due, usually in the morning. The f…My Follow Ups · 1 min readHow can I link a gift to a sponsorship level?…n this article " How do I create a Sponsorship ?" From the Gift Entry page, toggle the Sponsorships button to YES and select the Sponsorship…Sponsorships · 1 min readHow do I see sponsorships linked to memberships?You can find sponsorships linked to memberships on the Gifts grid. The Sponsorship Transaction column will have a check mark if there is a s…Sponsorships · 1 min readHow can I link an event level to a sponsorship?…ed for levels that are attached to sponsorships, the sponsorship tasks will automatically be created on the Sponsorships grid.…Sponsorships · 1 min readHow do I link a membership to a sponsorship?…ed for levels that are attached to sponsorships, the sponsorship tasks will automatically be created on the Sponsorships grid.…Sponsorships · 1 min readShould sponsorships be an event level?1. Including event sponsorships as an event level depends on whether the sponsorship includes tickets to the event. 2. Sponsorships that are…Creating and Editing Events - Event Pages · 1 min readHow can I see Sponsorships related to gifts?…Constituent's Gifts Tab, find the Sponsorship Gift or Sponsorship Level column and filter the column.…Sponsorships · 1 min readHow can I see sponsorships for an event?…Bar. Then scroll over to find the Sponsorship Level column and sort or filter to find the records. Sponsorship Level is also a column displ…Sponsorships · 1 min readWhat if I have event levels that don’t need to create portal fundraising pages, like sponsorships?…age or event page specifically for sponsorships that is not linked to the P2P campaign if desired. 5. Note that if a separate sponsorship ev…P2P - Event Pages · 1 min readWhat is a Sponsorship?A sponsorship is a contribution made to support the organization or to support a more specific activity like a program or special event. Spo…Sponsorships · 1 min readInteractions Overview…a meeting with a constituent and a follow-up is assigned to call and touch base in a week. Follows ups can be assigned for Sponsorship deliv…CRM – Interactions · 2 min readCan I create a follow-up recipient list based on who has clicked on a particular link?Yes, from the Link Performance tab of the Overview page, you can select the appropriate bar on the chart. Once the grid on the right has pop…Email Marketing Overview Page - Campaign Response Rates · 1 min read