Make sure the Sponsor levels are created first. You will need to Configure Sponsor Information before registering a sponsor. Once your levels are created, you may proceed with the following:
- Navigate to Communities > Special Events > KinteraGala
- Hover your mouse over the event name and click Bookkeeping
- Under Add Single Transactions, click Single Sponsorship Entry.
- Under Search for Sponsor, search the database to see if the sponsor (for example, company) is already a contact to avoid creating a duplicate contact.
- If the sponsor is not in the database, click New.
- If the appropriate record is listed in the search results, click the radio button beside the potential sponsor's name.
- The sponsor form opens. Complete it as follows:
- Select Individual Sponsor or Organization Sponsor.
- Complete all required fields on the form including the following information listed under Sponsorship Level Information.
- Sponsorship Level
- Sponsor Logo
- Note: This is only for the sponsor scroll box
- Sponsor Website Address
- Amount
- For an "Off-line- not charged by Kintera" payment: use this only to record credit card/online checking transactions processed elsewhere. Credit or bank account information is only stored for reference purposes; Kintera does not process the card or bank account.
- Click Submit.
- A confirmation page appears to indicate that the sponsor has been processed and entered in the database.
- The sponsor will receive a notification email (if a valid email address was entered in the Email field).
- If you want to add another sponsor, click "Enter Another Sponsor". Otherwise, click "Go To Main Bookkeeping" to return to the Bookkeeping page.
- Click Manage Initiative Records under Edit Transactions.
- For Show Me, click Sponsors.
- Search for the sponsor, or click Show All to display all sponsors of the Gala event.
- Verify that the sponsor’s name is included in the list.
