Handling sponsorship

Handling sponsorship

Aside from your ticket sales, sponsors enable you to raise most of the funds required for your event. Encourage sponsors by defining categories with attractive benefits.

Set up a sponsor category

Set up sponsor categories based on how much you want to raise for your event.



  1. Click the Sponsors page in the Microsite Builder.
  2. Click the Configure Sponsor Category button.
    • Modify the default sponsor category's name based on the central subject of your event, if needed.
    • Modify the sponsor amount based on your funding needs.
  3. Click  that is to the right of the sponsor categories to add a new category.
    • Modify the default category name.
    • Enter the price of the new category.
  4. Click  at the top-right corner after you are done.
Note: The configurations you set up for sponsors is auto-saved.

Add benefits for a sponsor category

Add a unique list of benefits for your sponsor categories ranging from advertising offers to event day goodies.



  1. Click the Sponsors tab in the Microsite Builder.
  2. Click the Configure Sponsor Category link.
  3. Enter the benefits that you want to provide your sponsors in the text box on the left.
  4. Use the options in the benefit dropdown menu under each sponsor category.
    • Select  to indicate that the benefit is valid for a particular category.
    • Select  to indicate that the benefit is invalid for a particular category.
    • Select  to enter your own message instead of selecting the previous options.

Reorder benefits




  1. Click  that is to the right of a benefit in the Sponsors tab.
  2. Select the Move up or Move down option.

Delete a benefit




  1. Click  that is to the right of a benefit in the Sponsors tab.
  2. Select the Remove option.

Remove a sponsor category

Remove a sponsor category and automatically move any existing associated sponsors, if any, to the basic category.



  1. Click the Sponsors tab in the Microsite Builder.
  2. Click the Configure Sponsor Category link above the Sponsor Category list.
  3. Hover over the Sponsor Category name and click  to remove it.
  4. Click OK in the resulting dialog box.
Note: To remove all sponsor categories, click the Remove Sponsorship Categories button at the bottom.

Customize the sponsor proposal form 

Get a complete picture of your sponsor's profile and requirements by asking targeted questions that help you understand your sponsors' expectations and needs.

Add a new field 

Insert new fields to your proposal form to get more information about your sponsors, such as whom to contact in the future, the metrics that are important to them, or even what is their notion of an ideal partnership.
 

  1. Click the Sponsors tab in the Microsite Builder.
  2.  Click the Edit sponsor proposal form link in the top-right corner. The view that opens up is the Form Builder.
  3. Drag a field from the Add Fields section and drop it in the Preview section of your form.
  4. Click   at the top of the field and drag the field to move its placement in the form.
  5. Click the Publish button to update the changes. 

Edit form field properties

Customize the form-field properties and craft a form that is just right for your event.


  1. Click the Sponsors tab in the Microsite Builder.
  2.  Click the Edit sponsor proposal form link in the top-right corner.
  3. Click on the form field you want to edit. The Field Properties panel will appear.
  4. Enter a title for your field in the Title textbox. This is the name of the field as visible to attendees.
  5. Enter a name for your field in the Display Name textbox. This is the name of the field as visible to you in the Backstage app.
  6. Add a description in the Description textbox. This will be shown below the form field.
  7. Enable the Mandatory toggle button if you want to make it a required field.
  8. Choose a single column or two column layout for your field in the Layout section.
  9. Choose to show or hide the field in the Visibility section.
    Note: The default form fields cannot be hidden.
  10. Click the Save button.
 

 Delete a form field

Remove form fields that do not match your event goals and keep your form updated.


  1. Click the Sponsors tab in the Microsite Builder.
  2.  Click the Edit sponsor proposal form link in the top-right corner.
  3. Click on the form field you want to delete.
  4. Click the Delete icon that appears to the right of the field.  

Note: The default fields in the sponsor proposal form cannot be deleted.
You can only customize forms in the Enterprise and Ultimate plans.

Add a sponsor

Add a new sponsor who is willing to fund your event or approve requests from interested sponsors.



  1. Click the Sponsors page in the Microsite Builder.
  2. Click the Add Sponsor button or the Add sponsor link.
    • Provide all the sponsor details.
    • Sponsor's name
    • Sponsor company/organization's name
    • Email address of the sponsor
    • Website URL of the sponsor
    • Amount that is being sponsered
    • Sponsor logo
    • Description of the sponsor
      Note: If you have set up sponsor categories, select the appropriate category based on sponsored amount.
  3. Click the Done button.
Note: Sponsors that you add before setting up any sponsor category will be set to the default category named, Basic .

To approve sponsor requests




A sponsor can send requests by selecting a category and amount in your event microsite. These requests will be populated on the Sponsors tab in the Microsite Builder. Click the Approve button for any sponsor in the Sponsor Requests section on the top.

Edit a sponsor

Modify any detail you have set for a sponsor such as sponsor category or the amount.



  1. Click the Sponsors tab in the Microsite Builder.
  2. Click the Edit button for a sponsor.
  3. Modify the details in the Edit Sponsor panel.
  4. Click Done .

Remove a sponsor

Remove a sponsor that you have already added or approved to refund the sponsor amount.



  1. Click the Sponsors tab in the Microsite Builder.
  2. Click the dropdown for a sponsor and select Remove .
  3. Click OK in the resulting dialog box.

To remove sponsor requests




  1. Click the dropdown menu for any sponsor in the Sponsor Requests section on the top in the Sponsors tab.
  2. Select Remove.

Export sponsor list

Keep an offline record of your sponsors list by exporting them into a spreadsheet.



  1. Click the Sponsors tab in the Microsite Builder
  2. Click the Export button in the top-right corner. The Export sponsors dialog box will display.
  3. Optional: Select the Protect the file with a password checkbox to password protect the file.
  4. Optional: Enter a password in the Password textbox.
  5. Select the format in which you want to export the file in the Choose format section.
  6. Click the Export button.

Supported file formats
 
XLXS        XLS        CSV

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