Add a contact to a sponsorship programme

When you’re already looking at someone’s contact record, you can add them to a sponsorship programme from there. They start as a draft sponsorship opportunity, ready for their profile and consent.

Before you start

• You need sponsorship:read:opportunities and sponsorship:write:opportunities, and your beehive needs the Beneficiary Sponsorship module. Without these, the Sponsorship card doesn’t appear on the contact’s profile.
• Only programmes that are configured and not completed or archived are offered.
• Make sure the person, or someone responsible for them, has agreed to take part before you add them.

Add the contact

1. Open the contact’s profile. See Create and edit contacts.
2. On the Sponsorship card, choose Add to sponsorship programme.
3. Choose the Programme.
4. If the programme sponsors individuals who belong to a group, choose their Group too.
5. Optionally enter a Field partner reference (optional). It’s never shown to sponsors.
6. Choose Add.

You’ll see Sponsorship opportunity added. It may take a moment to appear in the list. If the contact is already in that programme, you’ll see That subject already has a sponsorship opportunity in this programme, so nothing new was added.

What happens next

The new sponsorship opportunity is a Draft in the programme. Open it from the programme’s Sponsorship opportunities tab to write the profile, record consent and submit it for review.

If something goes wrong

• No sponsorship programme can take sponsorship opportunities yet.: no programme is both configured and open. See Configure a sponsorship programme.
• This programme sponsors groups, not individuals, so a person can’t be added to it.: choose a different programme, or add the person’s group from the programme’s Groups tab.
• Choose a programme.: select a programme before choosing Add.