Sponsorships
Sponsorship opportunities, applications, sponsorships, settings, and reporting.
Subjects
- Concepts7 articles
What Sponsorships's records are and how they fit together.
- Tasks12 articles
Day-to-day work in Sponsorships, one goal per article.
- Portal2 articles
What members and visitors do with Sponsorships on the Portal.
- Configure14 articles
Setup for Sponsorships: one article per setting group.
- Reference1 article
Statuses, permissions, and what Sponsorships does automatically.
- Troubleshooting3 articles
Symptoms, causes, and fixes for Sponsorships.
In Preparation: Get Started
Common Tasks
- Edit, Delete, or Cancel the Order on an Application
Correct an application's number, date, notes, custom fields, or chosen benefits, change a requested opportunity's review status and reason, and remove or withdraw an application you no longer need.
- Delete a Sponsorship
Remove a sponsorship record, including one created from an order, and safely clean up confirmed duplicates without disturbing the valid record.
- Find and Open Sponsorship Applications
Search for a sponsorship application by number, date, or review status, find every application waiting for review, and see all of one sponsor's applications from their organization record.
- Process a Sponsorship Application for a Sponsor
Enter a sponsorship application on a sponsor's behalf when they apply by phone or email, and know what happens when checkout finishes.
- Turn an Application Into an Order at Checkout
Know what the order built from a sponsorship application looks like, so you can explain a missing benefit or a failed checkout.
- Find Who Bought an Opportunity or Holds a Benefit
Open an opportunity to see every sponsorship sold against it, and find which sponsors hold a particular optional benefit.