Add a sponsorship opportunity

A sponsorship opportunity is one person or group in a programme who can be sponsored. Adding one starts a draft: nothing is offered to sponsors until its profile is written, consent is recorded and a reviewer approves it.

Before you start

  • You need sponsorship:write:opportunities to add one, and sponsorship:read:opportunities to see the list.
  • The programme must be configured, and not completed or archived. Until it’s configured, Add sponsorship opportunity stays disabled and explains why when you hover over it.
  • For a person, they must already be a contact you can see. For a group, add the group first.
  • Make sure the person, or someone responsible for them, has agreed to take part before you go further. You’ll record that consent in the next steps.

Add one

  1. Open the programme and stay on the Sponsorship opportunities tab.
  2. Choose Add sponsorship opportunity.
  3. What you’re asked for depends on the programme’s configuration:
    • individuals: choose the Contact
    • groups: choose the Group
    • individuals who belong to a group: choose both
  4. Optionally enter a Field partner reference (optional): your field partner’s own reference for the person. It’s never shown to sponsors.
  5. Choose Add.

You’ll see Sponsorship opportunity added. It may take a moment to appear in the list. It starts as Draft.

If the person or group is already in this programme, you’ll see That subject already has a sponsorship opportunity in this programme, so nothing new was added.

You can also add a person from their contact record: see Add a contact to a sponsorship programme.

Read the list

Column What it shows
Name The profile’s first name, or No name yet
Type Individual or Group
Status Where it is in review. See How sponsorship works
Consent The current state of Participation and Image use consent

Use the Status filter to show one status. If some aren’t shown to you, a message says how many are hidden because you don’t have access to them.

From draft to approval

  1. Open the sponsorship opportunity by selecting its name.
  2. On the Profile tab, write the sponsor-facing profile.
  3. On the Consent tab, record consent.
  4. Choose Submit for review. A reviewer then approves or rejects it.

If something goes wrong

  • Choose who or which group this sponsorship opportunity is for.: select a contact or group before choosing Add.
  • Finish this programme’s configuration before adding sponsorship opportunities.: ask someone with sponsorship:admin:config to configure the programme.
  • Failed to load sponsorship opportunities.: choose Try again.