Accessing the Sponsor Dashboard
Once sponsors begin registering for your event, you can manage everything from the admin panel.
Go to your Event Homepage in the admin panel.
Click the Manage Sponsors button.
This opens the sponsorship dashboard where you can see all sponsor registrations at a glance.
The Sponsor Dashboard
The dashboard shows a row for each sponsor registration with the following columns:
Company Name — The sponsoring organization.
Tier Selected — Which sponsorship tier they chose.
Registration Step — How far along they are in the multi-step registration process.
Payment Status — Whether payment is completed, pending, or not yet submitted.
Payment Mode — Online or offline.
Registration Date — When they started the registration.
Editing Sponsor Details
Admins can edit a sponsor’s registration details on their behalf. This is useful when a sponsor contacts you directly to update their information rather than doing it themselves on the portal.
Find the sponsor in the dashboard.
Click the Edit Details action.
You can update:
Guest information — Add or update the names and emails of attendees. For example, if a sponsor sends you their finalized guest list, you can enter it for them.
Additional details — Upload logos, presentations, or fill in form fields on the sponsor’s behalf.
Other registration data as needed.
Click Save Changes when done.
Alternatively, you can direct the sponsor to complete these updates themselves by using the registration link they received via email.
Managing Payment Status
Payment status can be updated manually by admins, which is especially important for sponsors who selected offline payment.
Marking Payment as Pending
If a payment that was previously confirmed has issues (e.g., a bank transfer failed or an invoice is disputed):
Find the sponsor in the dashboard.
Click Mark as Pending.
The payment status updates to reflect the pending state.
Marking Payment as Paid
Once an offline payment is confirmed (e.g., you’ve received the bank transfer or check):
Find the sponsor in the dashboard.
Click Mark as Paid.
The payment status updates to confirmed.
Payment status changes are reflected immediately on the dashboard.
Monitoring Registration Progress
The Registration Step column tells you where each sponsor is in the process. Since sponsorship registration is multi-step (company details → tier selection → payment → additional details → guest list), some sponsors may not complete everything in one sitting.
Use this column to identify sponsors who haven’t finished their registration so you can follow up with them.
Deleting a Sponsorship Registration
If a sponsorship needs to be removed entirely — for example, if a sponsor cancels their participation or a duplicate entry was created — admins can delete the registration from the dashboard.
Find the sponsor in the dashboard.
Click the Delete action on that row.
Confirm the deletion when prompted.
Deleting a registration permanently removes the sponsor's entry and frees up the associated tier spot for other sponsors. This action cannot be undone.
Important: If the sponsor has already made a payment, coordinate any necessary refunds before deleting the registration, as the deletion does not automatically trigger a refund.
Resending a Confirmation Email
If a sponsor hasn't received their confirmation email or has lost the registration link, you can resend it from the dashboard.
Find the sponsor in the dashboard.
Click the Resend Confirmation Email action.
A new copy of the confirmation email — containing the unique registration link — will be sent to the contact email on file.
This is useful when a sponsor reaches out saying they can't find their registration link, or when you want to prompt a sponsor to continue their incomplete registration.
Sending Sponsorship Benefit Emails
Once sponsorships are confirmed, admins can send a benefit email to sponsors detailing the amount paid and the portion that qualifies as a tax-deductible gift.
Use the Email Builder to create the benefit email with content specific to your event and sponsors.
Target the email to specific groups of sponsors (e.g., by tier or payment status).
Trigger the send once all sponsorships are confirmed — this email is not sent automatically and must be initiated by an admin.
The benefit email typically includes the sponsor's total payment amount and the tax-deductible gift portion, helping sponsors with their tax documentation.
Viewing Invoices
When a sponsor selects the "Agree to Pay Later" option during registration, the system automatically generates a PDF invoice. Admins can view and track these invoices alongside the sponsor's payment status on the dashboard.
The invoice includes the foundation's details, the sponsor's information, a line-items table with the event and tier details, a remittance stub with a unique statement number, and payment instructions.
Common Admin Workflows
A sponsor asks you to add their guest list:
Go to Edit Details, add the guest names and emails, and save. The sponsor doesn’t need to log in.
A sponsor's offline payment arrives:
Find them on the dashboard and click Mark as Paid to update their status.
You want to send tax benefit information to sponsors:
Use the Email Builder to create a sponsorship benefit email. Target specific sponsor groups and trigger the send once all sponsorships for the event are confirmed.
A sponsor hasn’t completed registration:
Check the Registration Step column to see where they stopped. Reach out to remind them, or offer to complete the remaining steps on their behalf.
A sponsor wants to change their tier:
Use Edit Details to update their tier selection and adjust payment expectations accordingly.