Uploading Sponsors and Sending Their Sponsor Portal

Sponsors are an integral part of any successful event. In PheedLoop there are a variety of sponsorship opportunities to take advantage of along with the option for sponsors to take control of their own space with their Sponsor Portal. If there is a case where sponsors can’t register or you need to bulk import your sponsors into the PheedLoop system, you can do this manually right in the Event Dashboard.

1. Adding Sponsors Manually

From the Event Dashboard, navigate to Sponsors > Sponsors
Above the sponsors table, select Create
Fill out Name, Tagline, and Internal Code
1. Internal Code is optional, this is a field that you can use if you want to associate a number or value specifically to this sponsor. It will just show up in reports.
Under Sponsorship Tiers, select the tiers the sponsor is registered under
Toggle on the Show in Event App, Show in Event App Listing, Show in Event Carousels, and Show on Event Website checkboxes
Under Design, upload files based on the Logo, Banner, and Thumbnail of the sponsor
Under Contact, fill out the contact information related to the sponsor
Select Save Changes

2. Adding Managers and Contacts

From the Event Dashboard, navigate to Sponsors > Sponsors
Select a sponsor you would like to edit from the list
1. You can also select Create, and make a new sponsor as well.
In the sponsor editor form, navigate to Basic Details
Under Managers/Staff, select an attendee to add as a manager and/or staff from the list
1. If your sponsors are not registered as an attendee, just select Manage and fill out the required fields of Email, First Name, and Last Name. Then select Save Changes.
2. You can also select multiple attendees in this section.
Under Primary Contact, select an attendee to add as a primary contact of the sponsor
Select Save Changes

Sponsor Roles

Manager	This is anyone that should be associated to the sponsor. Typically employees or booth representatives. They will show up in the event app and event website associated to this profile.
Primary Contact	This is the main individual who will receive the Sponsor Portal via the Sponsor Welcome Email which you will send below. This is typically the individual who is the main person responsible for updating the sponsor information for the event. They will not show up under the Sponsor.

3. Bulk Uploading Sponsors

From the Event Dashboard, navigate to Sponsors > Sponsors
Above the sponsors table, select the cloud with the downward arrow icon
1. You will receive a CSV template with the appropriate sponsor columns.
Fill out the column with the sponsor you want to bulk upload
1. Learn more about all the sponsor headings down below
Above the sponsor table, select the cloud with the upwards arrow icon
Upload the CSV file with your new sub-sessions
Select Submit

Headings for the Sponsor Upload Template

code	The code for the Sponsor. If you are creating a sponsor, this field is not necessary to use. If you would like to edit an existing sponsor, enter the code under this field. The sponsor can be downloaded by selecting the download icon under Sponsors > Sponsors.
name	The Name of the sponsor. This is the only required field when uploading the template.
tagline	The tagline belonging to the sponsor.
code_internal	The name of the Internal Code. This is an optional field. The internal code will only show up in custom reports.
description	The name of the Internal Code. This is an optional field. The internal code will only show up in custom reports.
instructions	Any instructions that an administrator would like to share with the sponsor. Text entered here will appear in the instructions field in the Event Dashboard and in the Sponsor Portal's Information page.
representatives	List any attendee codes under this field to assign them as Managers/Staff.
is_approved	Approving or disapproving of the sponsor, list this as TRUE or FALSE.
contact_primary	The attendee code for the Primary Contact (generated by PheedLoop). You must first add these individuals as attendees. To do this, use the attendee import.
managers_limit	The number of managers that this sponsor can hold.
tiers	Enter the name of any sponsorship tiers to associate with the sponsor. Separate multiple tiers with commas.
is_representatives_visible	Enter TRUE under this column to enable the Managers Visible checkbox. Enter FALSE or leave blank to leave this option off.
is_contact_primary_visible	Enter TRUE under this column to enable the Primary Contact Visible checkbox. Enter FALSE or leave blank to leave this option off.
is_visible_app	Enter TRUE under this column to enable the Show in Event App checkbox. Enter FALSE or leave blank to leave this option off.
is_visible_website	Enter TRUE under this column to enable the Show on Event Website checkbox. Enter FALSE or leave blank to leave this option off.
email	The main email which connects to the sponsor.
website	The main Organization Website connected to the sponsor.
twitter	The URL link to the Twitter page of the sponsor.
youtube	The URL link to the YouTube page of the sponsor. This needs to be in the https://www format for the link to work.
facebook	The URL link to the Facebook page of the sponsor.
linkedin	The URL link to the Linkedin page of the sponsor.
instagram	The URL link to the Instagram page of the sponsor.
address_line_1	The first address line of the sponsor.
address_line_2	The second address line of the sponsor.
address_city	The city which the sponsor’s address is located in.
address_state	The state which the sponsor’s address is located in.
address_country	The country which the sponsor’s address is located in.
address_zip	The zip code of the sponsor’s address.
address_phone_work	The work phone number for the sponsor.
address_phone_mobile	The mobile phone number for the sponsor.
order_num	Use this column to arrange the order for the sponsor to appear in. For more information, please review our Reordering Sessions, Exhibitor and Sponsor in the Event Dashboard via the Import Tool article.

4. Sending the Sponsor Portal to Sponsors

Note - the primary contact will receive the email to the Sponsor Welcome so ensure that it is associated.

From the Event Dashboard, navigate to Sponsors > Sponsors
Select a sponsor you would like to send their portal to from the list
Above the sponsor table, select Actions > Send Welcome Email

Quick Tip - to edit the sponsor portal welcome email, in the Event Dashboard, navigate to Communications > Email Templates > Sponsor Welcome.

5. Logging in as a Sponsor

Once the Sponsor Welcome email has been sent to the sponsor, they can access their login credentials and their Sponsor Portal immediately from the email.

From the Sponsor Welcome email, select Open Sponsor Portal
Use the login credentials listed in the Sponsor Welcome email to login to your Sponsor Portal

Event Administrators can also enable the option to login with a SSO provider.

From the Event Dashboard, navigate to Sponsors > Portal
Scroll down to Profile Settings
Toggle on the Enable Single Sign-On checkbox
Select Save Changes

Once enabled, the SSO integration will become available for sponsors to login with.