Setup: How to Start Adding Sponsorships

To start processing sponsorships quickly, follow these simple steps:

1. Programs – Go to the Programs page and add at least one program. You must have at least one program before you can start adding sponsorships.

2. Categories – Visit the Categories page to add or edit categories.
   Categories help organize common needs like “Child Needs” and more.

3. Email & Text Templates – Check the Email Templates page to review and customize the pre-built message templates.
   These are used for automatic reminders and to help you send messages faster.

4. Representatives (Reps) – Add your reps on the Reps page.
   Once added, they will receive an email with their login information. Reminder: Tikit’s pricing is based on the number of users. Each rep, admin, manager, or any team member you add will affect your billing.

5. Donors – Add donors on the Donors page. Donors are required to begin sponsorships. Once added, you can use the Welcome email template to send them letting them know their account has been created and provide the link to their donor dashboard. There they can view their sponsorship details such as age, amount, child photo and info, upload documents, and chat with their Rep.

6. Children – Add children on the Children page. 

💡 Tip: When you’re just getting started, it’s helpful to add a test sponsorship to see how everything works from start to finish.

That’s it! Once you’ve completed these steps, you’re ready to start processing sponsorships.