Adding a sponsor

Updated on

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

  1. Go to Sponsors in the left-hand menu.
  2. 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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