Step 1: Click on the 'Request' icon against the speaker names in the ‘Manage Sponsors’ section.
Step 3: You can send the request right away or schedule it to be sent later. This triggers an email to the sponsor with the message and a link for them to update the information. Once they update the information, it is automatically saved to their record.
Step 1: Click on the 'Bell' icon (labeled 'Notify') against the sponsor names in the ‘Manage Sponsors’ section.
Step 1: In the ‘Manage Sponsors’ section, there is a column titled ‘Emails sent’./p>
There are two ways for sponsor content can be uploaded.
1: You can add the information when you create a sponsor. You can later edit it as well.
2. You can request content from the sponsor as well which automatically is stored in the sponsor record information. You can learn how to request for content from the sponsor from previous questions.
Yes, you can, in the 'Notes' field at the bottom of the page where you edit the sponsor information. Here you can enter comments about the sponsor. The note entered here can be viewed by clicking the ‘View’ icon against the specific sponsor.
Yes. You can access the one page summary of the sponsor information with the 'View' button (eye symbol). This makes it allows you to view the information in a concise manner, making it easy to navigate and identify gaps.
Yes, they can. You can associate a sponsor to multiple sponsorships through the 'Sponsor Type' field. A dropdown appears when you click on the box associated to sponsor type. You can select all the sponsorships that the sponsor has committed to by clicking the check boxes. This will automatically count towards the revenue and also reduce the inventory of the available sponsorships so that sponsorships are not oversubscribed.
Yes, you can. In the drop-down under ‘Sponsors’, click on ‘Bulk Notify’.
Here you can choose to send bulk emails to certain set of sponsors. To do that, select the sponsor type you would want the bulk email to be sent to. You can also select sponsors according to their status. Then select the email template that you want to use, make changes to the content as needed and send the email now or schedule it for later. Once you send the email you can also view the open rates in the sponsor dashboard to see engagement.
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