Managing & Reporting
To make the process as easy as possible, Sagepoint includes the following features to simplify campaign management and reporting.
1. Online processing
All sponsor and donor payments are processed online to eliminate the hassles of collecting and tracking cash and checks.
2. Self-service sponsorships
To make life easier for fundraising organizers and volunteer admins, Sagepoint enables sponsors to upload their logos and enter or update their business information 24/7. Organizers may also set up and update selected sponsor information as needed to facilitate the sales and management process.
3. Automatic receipts
All sponsors receive an automatically e-mailed receipt when their sponsorship is approved. Donors receive an e-mailed receipt as soon as they submit their donation.
4.Organizer approvals
To insure that sponsors and sponsor messaging align with the goals and identity of the group, organizers must approve sponsor information before it is displayed. Denied sponsors may resubmit their information for approval. Approved sponsors may edit and resubmit their information for reapproval at any time. When a new sponsorship is submitted or an existing sponsorship is updated, organizers will receive an e-mail notification regarding the activity. To review:
- Login and click on the Event to "View" it.
- Scroll down and click on the blue "Pending" button to review it.
- If you approve, click "Approve", if not click "Deny". In the e-mail pop-up you may add a personal thank you to sponsors and/or explain
why a sponsorship was denied. This will be sent to the individual as part of the transaction receipt.
5. Dashboard and status indicators
To help organizers stay up to date on the latest activity, the Fundraising tab and the Organizer's Event View for each campaign includes text and graphical summaries, pop-ups, and screens showing status of the fundraiser, sponsors, donors, and other details.
6. Customizable reminders and alerts
To free organizers from logistical minutae, Sagepoint provides a suite of customizable automatic reminders to notify recipients and participants of upcoming deadlines or events and to alert organizers when individuals respond or update their responses. Set these up under "Edit Guests & Options" when creating or editing your event.
7. Exportable data
Organizers can export sponsor, donor, RSVP, and sign-up information into Excel or a csv file with just a few clicks to simplify reporting, data manipulation, printing, or importing into other programs. This can be done from the "Organizer Tools" section of the Event View.
- Login and click on your Event to "View" it
- Under "Organizer Tools", click on "Export: Download CSV file" and select the information you would like to download.
8. Templates and copying
To jumpstart your event creation, use a Sagepoint example as a template. Examples can be accessed from the bottom of any Sagepoint page. When viewing the Event you'd like to use as a template, scroll to the bottom and click "Copy Event".
1. Online processing
All sponsor and donor payments are processed online to eliminate the hassles of collecting and tracking cash and checks.
2. Self-service sponsorships
To make life easier for fundraising organizers and volunteer admins, Sagepoint enables sponsors to upload their logos and enter or update their business information 24/7. Organizers may also set up and update selected sponsor information as needed to facilitate the sales and management process.
3. Automatic receipts
All sponsors receive an automatically e-mailed receipt when their sponsorship is approved. Donors receive an e-mailed receipt as soon as they submit their donation.
4.Organizer approvals
To insure that sponsors and sponsor messaging align with the goals and identity of the group, organizers must approve sponsor information before it is displayed. Denied sponsors may resubmit their information for approval. Approved sponsors may edit and resubmit their information for reapproval at any time. When a new sponsorship is submitted or an existing sponsorship is updated, organizers will receive an e-mail notification regarding the activity. To review:
- Login and click on the Event to "View" it.
- Scroll down and click on the blue "Pending" button to review it.
- If you approve, click "Approve", if not click "Deny". In the e-mail pop-up you may add a personal thank you to sponsors and/or explain
why a sponsorship was denied. This will be sent to the individual as part of the transaction receipt.
5. Dashboard and status indicators
To help organizers stay up to date on the latest activity, the Fundraising tab and the Organizer's Event View for each campaign includes text and graphical summaries, pop-ups, and screens showing status of the fundraiser, sponsors, donors, and other details.
6. Customizable reminders and alerts
To free organizers from logistical minutae, Sagepoint provides a suite of customizable automatic reminders to notify recipients and participants of upcoming deadlines or events and to alert organizers when individuals respond or update their responses. Set these up under "Edit Guests & Options" when creating or editing your event.
7. Exportable data
Organizers can export sponsor, donor, RSVP, and sign-up information into Excel or a csv file with just a few clicks to simplify reporting, data manipulation, printing, or importing into other programs. This can be done from the "Organizer Tools" section of the Event View.
- Login and click on your Event to "View" it
- Under "Organizer Tools", click on "Export: Download CSV file" and select the information you would like to download.
8. Templates and copying
To jumpstart your event creation, use a Sagepoint example as a template. Examples can be accessed from the bottom of any Sagepoint page. When viewing the Event you'd like to use as a template, scroll to the bottom and click "Copy Event".
Once you've created your own events, copy them to use for future events by clicking on the "Copy icon" from your Event or Fundraising tab.
Read on to learn about Receiving your $;-> |