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COE-Event Sponsor

COE-Event Sponsor

To Add an Event Sponsor:

  1. Go to the Events Profile or Events Session Profile page.
  2. On the Actions Bar, click the Events Sponsor icon. The sponsor information page displays.
  3. Select the sponsor (The individual's or organization's information will populate the Contact Information fields and drop-down lists).
  4. Select the sponsor type.
  5. Select the sponsor address (there may be more than one in the database).
  6. Select a sponsor logo (This is the same procedure as adding Event Documents).
  7. Select the track, session, and faculty .
  8. In the Sponsor Fee section, select the sponsorship product they wish to purchase.
  9. Select the appropriate confirmation method check box and click total.
  10. After the screen refreshes, the amount of the purchase will display to the right of the total button.
  11. Select or enter the appropriate Invoice and Payment Information.
  1. To Add a Sponsor Contact (optional):
    1. Click the Add button in the Sponsor Contacts section.
    2. Click (or hover over) the Look-Up Button and select an individual OR enter the last name (or a few letters) of the individual and click the Look-Up button.
    3. Their phone number and e-mail will automatically populate.
    4. Select their contact type (i.e. their role within the sponsorship process).
  2. Click Save.

Note: Adding a Sponsorship Contact can also be done after the sponsorship has been sold from the Events Sponsor Profile page.

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