Adding a sponsor
In 4planning you can easily add a new sponsor. This keeps you on top of partnerships, sponsorship amounts and terms.
Step 1: Go to Sponsors
- Go to Sponsors in the left-hand menu.
- Click or tap Add sponsor in the top right.
Step 2: Fill in the sponsor information
Enter the sponsor's basic details:
- Name* – The name of the company or organisation.
- Package – Select the sponsor package.
- Amount* – The sponsorship amount.
- Notes – Extra information or agreements.
The sponsorship term
- Start date* – The date the sponsorship starts.
- Ongoing sponsor – Select this when there is no end date.
- End date – The date the sponsorship ends.
Setting the frequency
Choose how often the sponsorship amount is paid:
- One-off
- Yearly
- Half-yearly
- Quarterly
- Monthly
- Weekly
- Daily
Adding a contact person
Fill in the contact person's details:
- Name*
- Email address*
- Phone number*
- Address*
Step 3: Save
Click Create sponsor. The sponsor now appears in the overview.
Tips for effective use
- Always keep contact details up to date.
- Use the notes field for important agreements.
- Keep an eye on terms and renewals.
Good to know
- The sponsor is automatically placed in the right category.
- You keep an overview of all partnerships.
- This helps with relationship management and attracting sponsors.
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