ChildFund POC Proof of Concept ScenariosLesson 3: Sponsor Match to a Child

Lesson 3: Sponsor Match to a Child

Go to the 'Sponsorship Search' tab

Go to the 'Sponsorship Search' tab

Go to the 'Sponsorship Search' tab in the top frame of the page.

Search for a Child

Search for a Child

Enter the filter criteria to return a specific set of results:

1. Select the applicable field to use as your filter.

2. Select the operator.

3. Enter the value to match.

4. Repeat Steps 1 through 3 to add additional filter criteria.

5. Click the 'Search' button.

Select the Child to Sponsor

1. Go to the bottom of the page to view the rendered list of results.

2. Select the checkbox next to the child to be sponsored.

3. Click the 'Sponsor' button.

Create Sponsor Related Information

Create Sponsor Related Information

1. Fill in all required and relevant information.  Refer to the Data Sheet for the exact information to be entered.

2. Click the 'Add Sponsorship' button located at the bottom of the page.

Enter Payment Method

Enter Payment Method

1. Fill in all required and relevant information.  Refer to the Data Sheet for the exact information to be entered.

2. Click the 'Save' button.  This will re render the page and appropriately save the payment method.

3. Click the 'Next' button.

Review Payment Schedule

Review Payment Schedule

Review the payment schedule and click the 'Save & Close' button to save the schedule and return to the opportunity.

Go to the Payment

Go to the Payment

1. Scroll down to the 'Related Giving/Transactions' related list.

2. Click on the hyperlinked Opportunity Name for the first payment to be processed.

Process the Payment

Process the Payment

1. Click the 'Process Payment' button.

2. A confirmation page will appear, click the 'Process Payment' button again.

Check Email for Sponsorship Thank You Message

Check Email for Sponsorship Thank You Message

Navigate to Child Record

Navigate to Child Record

1. From the opportunity payment record, select the hyperlink for the Parent Opportunity record.

2. Scroll down to the 'Credits' related list and select the hyperlink for the child's name.

Send Email Welcome Package

1. Click the 'Email Welcome Package' button.

2. A Conga pop up message window will appear.

3. The page will render and display a task to 'Send an Email'.

4. Click the 'Send' button.

5. Check the email account used when creating the sponsor for welcome package email.

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