Hi!

 I'm trying to figure out a way to track the benefits related to an event's sponsorship.

For now, I tried with the default benefits related to the Prices’ units (which are my differents levels of sponsorship) of an event.

Is it possible to add columns to the benefits table (i.e. number of members reached) ?

Is it possible to reload the same benefits related to a price's unit from one event to another?

How can I export the information noted in the Benefits table of a participant (Benefits, counts, Sent/Fulfilled, comments, notes) into a Microsoft Office Word post-event report for the sponsor (what did he get from his sponsorshp?) ?

It is possible to track the benefits related to sponsorship which isn't for an event (i.e. sponsorship for the museum and not a specific event or exhibition)?

It looks like a lot of questions you are asking and I'm not sure If I understand all of them but I'll take a shot at a few of them.

Is it possible to reload the same benefits related to a price's unit from one event to another?

Yes it is. When creating a new event  click 'event' from the toolbar area and then click Load Defaults from if you have default sets listed Or open the event you want to copy and click 'event' from the toolbar area and then click 'Copy Event'

Is it possible to add columns to the benefits table (i.e. number of members reached) ?

The Table of benefits only has description and price available - however in a gift record there is a comment field you could use for whatever you would like. However, I don't see where a single gift benefit is related to number of members reached - that sounds more like an event statistic maybe Number of Participants, Capacity or Number Invited on the event might give you what you are looking for.

What were the benefits proposed in the initial proposal? What was negotiated? Which benefits promised could be achieved? Which couldn’t?What was the quantity printed, the reach or the attendance of the benefits.

Not knowing specifics I can't reaaly figure out what you're trying to do so I'll make some suggestions and hope some of it sticks.

If you have the prospect Module there are some fields there that can be utilized to track proposals, etc.

Actions, Notes and Attributes on the Event record may give you some tracking capabilities of specifics. These are User defined

Benefits, Comments, Attributes,& Notes fields on a Gift record may give you the flexibility on a per gift level. The Gift Appeal could also be utilized.

Assigned Constituent Appeals would also be a good indictor of quantity of solicitations sent, but may not be appropriate for non-solicitation mailings. Constituent Attributes and Notes Fields are also user defined fields.

I would take a look at the Event Profile Report (From inside an event under File/Preview/Event Profile) and see what fields are utilized in that to see if those fields would work for what you're trying to do. Without knowing specifics of what you're trying to do and the hodgepodge of questions that may or may not be related to one single report it's hard to figure out what your needs are. HOpefully some of this information will give you a starting place for you to research what might work best for you.

Hi Laurel!

Thanks for your answer. I'll be sure to try some of yours suggestions when I'll get the time.

For now though, I only could check how to copy the benefits from an event to the other and I couldn't figure it out. The Load defaults from only gave me the possibilites to load the difference Prices but not the benefits that I wanted to associate. And on the toolbar, under Event, I coudn't find the "Copy Event".

Thanks again,

 Caroline