Adding Sponsor Groups & Contacts
Updated over a week ago

When sponsors complete the intake form, a new sponsor contact and group are created within your Sessionboard event. Event admins have the ability to add additional contacts to a group and add a new sponsor group without an intake form being completed.

Add Sponsor Group

  1. Within the Sponsor module, select the orange "Add" button at the top right-hand corner of the screen.

  2. Select the "Add New Group" button in the pop-up window.

  3. Add all of the Sponsoring organization's information (i.e. name, phone number, address).

  4. Click "Save" once complete

    1. If you would like to add contacts to the group, click the button "Save & Add People" instead.

Add Sponsor Contact

  1. Once a group is created, click into the field within the column "Primary Contact"

    1. If the group has no contacts, the cell will say "+ Add Contact". If there are contacts already attached to the sponsor group and you want to add additional ones, click the cell that says the current contact(s).

  2. Within the pop-up window, click "+ Create a new contact".

  3. Add all of the contact's information. Ensure to list the Record Type as "Sponsors".

    1. If the contact is marked as a primary contact, they will be the person to receive any communications the event admin sends from Sessionboard.

    2. If the contact is marked to give them login access to the portal, they will not be sent an email from Sessionboard. Once they are given access, the sponsor will be able to log in to the portal using the portal link.

  4. Once complete, click the orange "Add" button at the bottom of the pop-up window.

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