How To Create A Sponsor Application

Find Your Sponsors Tab

1. Make sure you are logged in to Eventeny.
   
   
2. At the top of the home page, hover over the "Organize" tab and select the event you wish to work with.
   
   
   
   
3. This is your event dashboard. On the left sidebar, scroll down until you find the "Sponsors" feature.
   
   

Create an Application

1. Click the drop-down arrow next to "Sponsors." We will begin with the "Applications" section, because it makes more sense to start here. It is the second one on the list.
   
   
   
   
2. This is the Applications page. To create an application, click the blue + New Application button at the top right corner of the page.
   
   
   
   
3. This is the application creation page. You can fill out the applications title, set a deadline for applicants, and write a description/terms and conditions. Additionally, there are some other sections to fill out that are highlighted below.
   
   
   • Category: indicates if you want a fixed or open amount sponsorship
   • Cover picture: allows you to upload a cover photo for the application
   • Visibility: make the application private or public
   • Payout method: indicates how you want to get paid 
   • Primary contact: great for multiple team members, you can set a primary contact so that only one of your team members receive information about the specific application.

   When you are finished, click the blue ✔ Save button at the top right corner.

    

   

   
   
   
4. After filling out the general information for the application, it will populate on your "Applications" page. You can add more information by clicking the blue ✎ Edit Detail button at the bottom of the application.
   
   
   
   
5. At the top, you will find all of the general information that you filled out earlier. You can edit this information at any time by clicking the ✎ symbol at the top right of the page.
   
   When you are satisfied with your application, be sure to toggle it to "live" mode under "Status." If it is toggled to "draft" mode, no one will be able to see the application!
   
   As you scroll down, you'll find that you can add documents, questions, and create custom messages for when you approve or reject an application. Simply click the blue corresponding buttons at the top right of each section.
   
   
   
   
   
   
   
6. At the very bottom, there is the "Amount" section. This is where you can add sponsorship values to your application. This section is relatively straightforward with some aspects highlighted for further explanation. When you are finished, click the blue ✔ Save button at the top right corner.

• • Category: categorize your amount value(s) in the form of a booth/space, rental, fixed fee, or something else.
  • Sub-Category: indicate if the sponsorship is cash, in-kind, or other.
  • Amount Type: indicate if the fee is fixed or within a range.
  • Quantity: quantity available refers to the number of sponsorships you can accommodate whether that is for booths, rentals, etc. Maximum quantity allowed is the number of times an individual sponsor can select the sponsorship amount/category.
    
    
    
    

Conditional Questions 

1. To create conditional questions, you will need to first select an Answer Type of "Multiple Choice", "Checkbox, or "Drop Down", this question will serve as the parent question. 
   
   
   
   
2. Enter in your answer choices.
   
   
   
   
   
3. Next, you will need to create another question that serves as the child question to the parent question, created in the steps above. Click on the "+New Question" button, select the answer type and fill in the answer choices as normal. 
   
   
   
   
   
   
   
4. To make the child question conditional to the parent question, toggle the "Show Question Only If An Answer Is Selected" option. Select the question and answer that must be completed before the conditional (child) question appears. 
   
   
   
   
   
   
   
5. Click the "Save" button when done. 
   
   
   
   
6. Once the conditional question is saved, it will display as a sub-question in the "Questions" section of your application dashboard. 
   
   
   
   
7. Repeat the process above to make additional conditional questions as needed for each parent question you create. 
   
   
   
   
8. During the application process, applicants selecting an answer to a conditional question will prompt additional questions to appear.
   
   

Embed Your Sponsor Application 

1. To embed your sponsor application on an external website, click the 'Embed' button on your sponsor application page.
   
   
   
   
2. Choose the applications that you want to embed, click the "Copy" button to copy the 'embed code' to your clipboard. You can now paste the code into your external website.
   
   
   
3. Check out this page to see what embedded features look like on an external website. 

Application Options

1. Back on the "Applications" page, you may notice four different icons located above the ✎ Edit Details button on the application. These icons allow you to do additional actions with your application such as:

• • Preview: allows you to view the application process through the eyes of an applicant.
  • Copy: allows you to copy the application. This is useful if you need to make multiple applications with the same information, and just want to change the title, for example.
  • Share: allows you to share the application with others, including social media. This is especially useful if you have your visibility settings set to private, meaning only applicants with a link can view the application.
  • Delete: allows you to delete the application, if you wish.
    
    Above the four icons, you can also switch your application to live under "Status."
    
    
    
    

Create a Deal

1. Next under the "Sponsors" feature, is the "Deals" section. It is the first one on the list.
   
   
   
   
2. This is your deals page, and where your sponsors will populate once they've applied to your application(s). Some sponsors don't need to apply through an application (like a big corporation, for example). In that case you can create a new deal manually by clicking on the blue + New Deal button at the top right corner of the page.
   
   
   
   
3. This is the deal creation page. In addition to some basic information such as deal name, owner, and amount, and close date, other aspects are highlighted for further explanation.
   
   
   • • Stage: indicates what stage of the deal you are in, from prospecting to closed (won or lost).
     • Type: indicates if the sponsor is new or existing, if you've worked with them before.
     • Visibility: allows you to hide sponsor business name/logo from the public, or not. This is useful if the sponsor prefers to remain anonymous until the day of the event. 
     • Payout Method: indicates how you would like to receive payment.
       
       When you are finished, click the blue ✔ Save button at the top right corner of the page.
       
       
       
       
       
       
       

    

4. There is more to do with your deals, click one of them on the deals page. From there, you can see all of the basic information you filled out before.
   
   At the top, you can approve, reject, or waitlist the submission. Tagging your submission is a great way to keep track of who's who and who did what for years to come. For example, say you have a VIP sponsor. You can keep track of which one they are by tagging them as such below.
   
   Lastly, message the sponsor, or withdraw the application all together by clicking the three dots at the very top right corner of the page.
   
   
   
   
   
   
   
   
5. As you scroll down, you will see various sections that allow you to add more information to the submission such as deliverable, invoices, contracts, tickets, booths/spaces, and office notes.
   
   To add to one of these sections, click the blue corresponding buttons at the top right corner of each one.
   
   
   
   

Deal Options

1. Last on the deals page is the options drop-down menu. At the top right corner of the page, there are four options to choose from: export, group message, manage tags, and filter.
   
   
   • Embed: allows you to embed the information from your deals on an external web page.
   • Export: allows you to export your deals submissions including payment information into an Excel spreadsheet.
   • Group Message: allows you to message all or some of your sponsors at the same time to avoid sending everyone the same message multiple times.
   • Manage Tags: allows to edit or remove tags from submissions.
   • Filter: filter your deals by status and stage.
     
     

Deliverables

1. Last under the sponsors feature is the "Deliverables" section. It is the last one on the list.
   
   
   
   
2. This is your deliverables page. Any deliverables you create will populate here for you to assign to deals (sponsors). To create a new deliverable, click the blue + New Deliverable button in the top right corner.
   
   
   
   
3. Title and describe your deliverable and click the blue ✔ Save button at the top right corner when you're finished. You can edit or delete the deliverable at any time by clicking one of the two icons to the right of the deliverable.