View source for Enter & Track Asks in the Sponsorship Airtable Base

[[Category:Staff]]
[[Category:Guide]]

== Purpose: ==
Add an event or an annual sponsorship ask into the Airtable base.

== Steps: ==
#In Airtable, select '''Sponsorships Base'''.
[[File:sponsorship asks.png]] 
=== For In-Progress Events: ===
#Select '''In-Progress Events''' > '''Event Sponsorship'''.
#*If you click out, it disappears until filled out. 
[[File:event sponsorship.png]]
#Select Companies. Find the company to ask and add it to the table. Then add:
#*Status
#**Not contacted
#**Email sent
#**Follow up sent
#**Interested
#**Yes
#*Last Contacted
#**Date if they were contacted
#*Event Date
#*Days Until Event
#*Name of Contact
#**This field auto-fills based on the company selected.th
#*Notes
#**Describe what has been done so far. For example: “the online request for donation forms was submitted and we now wait to hear back.”
#*Responsible Staff member
#*Event Program
#**This field auto-fills based on the event selected
#*Link to Template
#**Google Doc template with ask templates. If this is an annual program there should always be a template linked.
#*Canva Link
#**Takes you to a Canva Page template.
#*Email of Company
#*Email of Contact
#**Between these two emails,  see which has had success in the past. Likely a specific contact over the generic company email, but double check.
#Track the event as necessary - once the sponsorship becomes “Yes” it disappears off the table.
#If needed, change grouping - group by status is pictured below. 
[[File:change grouping1.png]]   [[File:change grouping2.png]]
#Events should also get added to their sheet, 
#*ex. If the event is 2023 XMAS, it will also show up here: 
[[File:Event dropdown.png]]
#To create a new view:
##Right click an existing one
##Rename
##Change the filter. Pictured below is changing to where the program matches a specific series.  
[[File:Filter1.png]]   [[File:Filter2.png]]
This shows any asks that fit that view.
#Update as needed
#*To do
#*In-progress
#*Done

=== For Annual Events: ===
#In the “Annual” tab, at the right, select '''Main View'''.   
[[File:Main view Annual tab.png]]
#At the bottom, click '''+''' (on hover it says “Add record”).  
[[File:Add record.png]]
#Select the program.
#Select the company. The field “Why this company” auto-populates.

Then, fill in:
*Year
*Company Type (auto-populates)
*Name of Contact (auto-populates)
*Stage
*Next Steps. Select one:
**Schedule Meeting
**Submit Proposal
**Follow-up Call
**Follow-up email
**Thank You   
[[File:Next steps.png]]
*Next Steps Due Date 
**Internal due date
*Last Contacted
*Point of Contact or Intro
**How contact is known
*Successful Donation
**Autofills if MoHA has received a donation in the past
*Beer Product, Liquor Product, Cash Ask
**How much MoHA wants from the company
*Cash Received
**How much was received from the company
*MoHA Staff
**The person filling this out
*Notes

== Related link ==
*[[Understand the Sponsorship Airtable Base]]