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How do I create a Sponsorship?d a list of tasks that have already been created on the right. To see what tasks have been assigned to a sponsorship level, click on the row with that level to reveal the…Sponsorships · 2 min readSponsorship Management Features to Help Build Long Term RelationshipsSponsorships are a great way to partner with industry leaders and businesses. The benefits are far more than finan…Helpful Articles · 3 min readAre assigned tasks automatically created for sponsorships?Yes, assigned tasks are automatically created and recorded in the Assigned Tasks area of the Sponsorship page when there…Sponsorships · 1 min readHow do I assign Tasks for Sponsorship Follow UpsTasks are assigned on the Sponsorship Page. Once the sponsorship level is created, tasks associated with th…Sponsorships · 1 min readInteractions Overviews via the column settings buttons at the top of each column. The software will remember your preferences for this grid. You can also delete an interaction using the Trash…CRM – Interactions · 2 min readCan I delete a sponsorship?Yes, a sponsorship can be deleted if it has not already been connected to a gift or event level. To delete a…Sponsorships · 1 min readHow can I link an event level to a sponsorship?, click on Update to save the connection. Whenever event transactions are recorded for levels that are attached to sponsorships, the sponsorship tasks will automatically b…Sponsorships · 1 min readHow do I link a membership to a sponsorship?, click on Update to save the connection. Whenever event transactions are recorded for levels that are attached to sponsorships, the sponsorship tasks will automatically b…Sponsorships · 1 min readCRM Module Overviewt) Module The CRM module is where the contact and summary information are contained about the constituents. A constituent is any individual or company that your organizati…Module Guides · 5 min readHow can I link a gift to a sponsorship level?wn menu and assign an expiration date if necessary. Transactions that are attached to sponsorships will automatically create the applicable tasks on the Sponsorships grid.…Sponsorships · 1 min readMembership Setup Tabbership level. Note that this may have a different label depending on what you entered on the Settings tab. # Of Secondary – Enter then how many secondary members can be a…Membership Page Setup · 16 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 as…My Follow Ups · 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…Sponsorships · 1 min readWhat if I have event levels that don’t need to create portal fundraising pages, like sponsorships?sponsorship, you could make it an event add-ons. 1. Add-on purchases are not included in the event attendance list. 2. If only add-on purchase are selected, there will be…P2P - Event Pages · 1 min readHow can I update Sponsorship Follow Ups?cel using the Actions menu. Like other grids, you can also save and share views created in this grid using the View Builder.…Sponsorships · 1 min readWhat types of questions can I include in my survey?e "Provide a rating on the entertainment for the evening" or "Tell us what your favorite part of the event was." These types of questions collect information, but they do…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 7 min readBatch Update Records - Interactionsction or task is due - Follow Up Type - customizable list to identify what action is to be taken - Follow Up Contact - who the person is in your organization who will be a…Batch Updates · 2 min readHow do I enter a donation or general gift?nd Payment Type are required fields): Type - This is the selection of what kind of transaction this is. For a single, one-time donation select "General"," which is the def…Entering General Donations · 11 min readGifts Grid Data Fieldswith a Yes in the Data From Constituent Grid column below. Those that are auto-populated or copied from the constituent grid are not required for the conversion template.…Implementation & Data Conversion · 16 min readEvents - Summary Grid Overviewr the different levels, fees, and add-ons if they were different than what was set up as the default for the page. Search and Add New Transactions The Events - Summary gri…Events Grid & Purchases · 8 min read