Sponsor Management

Overview

Sponsor Management provides sponsorship packages, pipeline CRM, proposals/contracts, deliverables tracking, ACH/wire payments, contact follow-ups, renewal workflows, and ROI reporting.

Purpose

Replace spreadsheet sponsor tracking with structured pipeline from inquiry through payment and post-event reporting.

Who should use it

  • Sponsorship sales teams
  • Finance processing large checks/ACH
  • Marketing fulfilling deliverables
  • Sponsor representatives (sponsors profiles)

Benefits

  • Pipeline board per event
  • Platform fee % configurable per event
  • Pass fees to sponsor option
  • Deliverable checklist with proof
Action Path
Sponsors hub /sponsors/
Opportunities /sponsors/opportunities/
Pipeline board /sponsors/events/<pk>/<tag>/pipeline/
Packages /sponsors/events/<pk>/<tag>/packages/
Deliverables /sponsors/events/<pk>/<tag>/deliverables/
Payments /sponsors/events/<pk>/<tag>/payments/
Follow-ups /sponsors/events/<pk>/<tag>/follow-ups/
Admin review /sponsors/admin/review/

Prerequisites

  • Subscription: Operations Suite (sponsors tool key)
  • Event: sponsors_enabled=True
  • Wizard step sponsors completed
  • Stripe + optional ACH for payments

Step-by-step — Configure sponsorship event

  1. Enable Sponsors on event.
  2. Wizard: prospectus, approval type, platform fee %, ACH minimum, offline invoice.
  3. Define packages at /events/<pk>/<tag>/packages/.
  4. Share opportunities URL.

Step-by-step — Sponsor deal flow

  1. Sponsor applies or organizer creates application.
  2. Pipeline stages updated (application_pipeline_update).
  3. Proposal / counter-proposal exchange.
  4. Contract sent → documents uploaded.
  5. Payment (pay_sponsorship) or offline invoice.
  6. Deliverables tracked → post-event report.

[SCREENSHOT: Pipeline board Kanban]

Field descriptions

Event field Description
sponsor_prospectus Package marketing copy
sponsor_platform_fee_percent Default 5% Nigall fee on sponsorship
sponsor_pass_fees_to_sponsor Sponsor pays fees on top
sponsor_ach_enabled Bank transfer for large amounts
sponsor_ach_min_amount Default $5,000 minimum
sponsor_approval_type auto / organizer / admin

Business rules

Rule Detail
ACH threshold ACH offered above sponsor_ach_min_amount
Fee pass-through Increases sponsor-facing total when enabled
Withdraw Sponsor can withdraw application before contract
Renewal create_renewal for repeat sponsors

Validation rules

  • Package selection required on application
  • Document status workflow on uploads

User permissions

Role Apply Pipeline Pay
Sponsor ✅ View own ✅
Host Create ✅ full Record offline
Staff ✅ ✅ ✅ admin

Workflow

flowchart TD Inquiry --> Proposal --> Contract --> Payment --> Deliverables --> Report

Examples

Tech conference: Gold/Silver/Bronze packages, ACH for Gold, deliverables: logo, booth, speaking slot.

Best practices

  • Set realistic deliverable due dates before contract
  • Use follow-up contacts for steward assignments
  • Send thank-you via renewal workflow post-event

Tips

  • Message templates with preview
  • Event announcement: /sponsors/events/<pk>/<tag>/announcement/

Common mistakes

Mistake Result Fix
Fee pass-through unclear Sponsor sticker shock Document in prospectus
Missing deliverable proof Incomplete ROI Upload in deliverable detail

FAQs

Platform fee on sponsors vs tickets?
Sponsor fee uses sponsor_platform_fee_percent; tickets use global 5%/3% split.

Troubleshooting

Symptom Cause Fix
ACH not offered Below minimum Lower threshold or card pay
Stuck in pipeline Missing contract Send contract action

Screenshot placeholders

  • [SCREENSHOT: Sponsor opportunity page]
  • [SCREENSHOT: Deliverables checklist]
  • [SCREENSHOT: Payment organizer view]

Administrator notes

  • Admin review queue for approval_type=admin
  • Separate sponsor payment success URL

Developer/API notes

Web workflows in sponsors app; no dedicated sponsor REST API.

See also: Billing & Subscriptions

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