Manage Sponsors

Managing Supporters: Manage Sponsors

1. This tutorial will cover how to manage sponsors for projects within Fundly Enterprise.
2. While editing the project you wish to manage sponsor for, select the Sponsor Level option in the left hand menu.
3. Next, click on the Sponsors tab at the top to see all current sponsors.
4. To manually record a new sponsor, click on the Add Sponsor button.
5. In the resulting dialogue, start by selecting the Sponsorship Level for this sponsor and indicating the name of the sponsor.
6. If you wish for this sponsor to be displayed on the project’s public site, mark the ”Display on Event’s Public Site” check-box.
7. Use the Sponsor Logo field to upload an available image file of the sponsor logo. (png, gif, jpg, jpeg)
8. Next, indicate the first and last name of the individual whom is acting as contact for this sponsor, and their email address.
9. Use the Website field to indicate the URL for the sponsor for other supporter to visit their site.
10. The Mission Statement field will allow you to provide some details about the sponsor for other supports to review.
11. Lastly, in the Payment Option section indicate what mode of payment was used to pay for the sponsorship and any reference numbers you may have for the transaction.
12. When you have finished entering information for a sponsor, click on the Save button in the lower right of the screen.
13. To edit an existing sponsor entry, click on the Edit button to the right of that entry.