Sponsorships
In this guide, let us look at how to import sponsorships data in Engage.
1. On a sponsorships queue's detailed screen, click the Import Now option and choose the feed to upload the sponsorship data into. Remember to choose a basic feed created for sponsorships upload.
2. On the Upload CSV file to Feed screen, upload all the sponsorship data that needs importing into Engage as a CSV file. You can also download the sample CSV file, which includes both mandatory and optional fields for reference.
- These fields also depend on the field mapping setup in the CSV Sponsorship Feed. You can also check whether the options (selected options, filters) under the fields are correctly configured and your added details are in sync with the mapping.
- If you do not specify any field in the uploaded CSV file, Engage will use the field details from the Field Mapping section of the feed.
- All sponsorship schemes added in Engage, will show up in the field mapping step 4 while creating the feed. Hence, make sure all fields are synced throughout.
Let us have a look at each field and its description for clarity.
| Field | Description |
|---|---|
| Sponsorship ID | Unique ID (reference number) dedicated to the sponsorship to be created and a mandatory field. |
| Account Type | Type of account creating the sponsorship, i.e. individual or organization and a mandatory field. |
| Title, First Name & Last Name | Title, first and last name of the individual and optional fields. |
| Organization Type & Name | Name and type of the organization and optional fields. |
| Address as Line 1, 2 | Address of the individual and a mandatory field. |
| Locality & Administrative Area | A general place (locality) and a legally defined region (administrative area) and optional fields. |
| Postal Code & Country | Unique identification of a region (postal code) and name of the country where the region is and optional fields. |
| Email & Telephone | Email address and telephone number of the individual and either of the two are required as mandatory fields. |
| Contact Preferences | Ways to communicate with the donor via channels for different purposes (email, post, sms) and optional field. But if the donor specifies to add it, then it must be filled up. |
| Tax Relief Information | Information regarding the tax relief eligibility as yes or no and if no, the tax relief ineligible reason and are mandatory fields. |
| Commitment Type & Sponsorship Duration | Type of commitment as fixed-term or open-ended and length of time a donor commits to sponsor an orphan i.e. 12, 24 or 36 months and mandatory fields. |
| Beneficiary Reference | Reference number (unique ID) dedicated to the beneficiary associated with the sponsorship and a mandatory field. |
| Sponsorship Begin On Date & Currency | Date on which the sponsorship would begin and the currency for its payments and mandatory fields. |
| Fund Dimensions | Dimensions related to the beneficiary being sponsored which are location, theme and stipulation and a mandatory field. |
| Sponsorship Components | Monthly amount and quantity as numbers of the sponsorship components (general or any other) and are mandatory fields. Components appear according to the ones added while creating a sponsorship scheme in the Engage Admin Section. |
| Sponsorship Scheme | Name of the type of sponsorship scheme and a mandatory field. |
3. Each imported data via a feed is shown as a record in the Import Runs section under Info & Imports History. Number of records are created and tested on the basis of the number of rows within the uploaded data file. Imported records with a Processed status can be downloaded or reprocessed, if needed.
Each sponsorship imported can be searched and viewed via the different search functions available in Engage.