BBIS>BBEC CRM - Sponsorship - Web Transactions

Hi Pamela,

I've implemented this a couple of times (not for a few years, so not sure if this is all entirely up to date with where the product is)… but generally speaking, the online sponsorship relies on the following components:

1. Sponsorship Search part
   1. Driven by a Sponsorship Opportunity - CMS record type Query set up in CRM
   2. Displays available opportunities with filtering, handles sorting (Greatest Need Ranking), and customisable output HTML using merge fields to render opportunity details
   3. Links to a Sponsorship Form page to ‘lock’ the opportunity to avoid multiple people sponsoring a record concurrently
   4. This part can end up pretty slow, there's a section in the help file of BBIS I would recommend reading around Performance Improvement Tips
2. Sponsorship Form part
   1. Creates the sponsorship commitment, and captures some basic information
3. Payment 2.0 part to process the payment
   1. Sponsor enters their details, payment selection (e.g. Direct Debit or Credit Card via BB Checkout) - and handles the confirmation email & thank you page

Note: you will need to create the above in reverse order, as to create a Sponsorship Form part, you need a Payment 2.0 part & page, and to create a Sponsorship Search part, you need a Sponsorship Form part & page.

One thing to keep in mind is that the Sponsorship batches do not do any kind of configurable duplicate matching - they either auto-match, or it'll just create new constituent records. If you wish to avoid that, you can use the Payment 2.0 part to enforce user login, redirecting the user through a User Login part (requiring a new user registration or login to existing accounts) - in which case the sponsorship will be linked to the Sign Up transaction (Constituent Update Batch), or mapped to the logged-in record for you.

You will find guides in terms of how to design each of these in the Parts section of the BBIS Help documentation, you'll need the Sponsorship Search, Sponsorship Form, and Payment 2.0 parts.

Best of luck!

Cheers,
Chris

Hi Christ, thanks for sharing this great information about setting up the sponsorship module. Here is a question. Is there a way not to enforce the user login on the Payment 2.0 part? Is payment 2.0 required for this to work?