HYS Documentation
Api ReferenceWebsiteGo to App
  • INTRODUCTION
    • About HelpYouSponsor
    • Key features overview
    • Concepts & Key Terms
  • GETTING STARTED
    • Navigation
    • Dashboard
    • Quick Start Guide
      • Account Information
      • Email Settings
      • Payment Gateways
        • Stripe Setup
          • Stripe Webhook
        • Flutterwave Setup
        • QPayPro Setup
        • Authorize.net Setup
        • PayPal Setup
    • Account Setup
      • First Program Setup
      • Website Integration
      • Campaign Setup
  • CORE FEATURES
    • Program Management
      • Manage Programs
      • Program Forms
      • Program Settings
      • Auto Emails
      • Additional Gifts
      • Url Generator
    • Donor Management
      • Donors Table
      • Add Donor
      • Donor Profile Page
    • Recipient Management
      • Recipients Table
      • Add Recipient
    • Sponsorship Management
      • Sponsorships Table
      • Add Sponsorship
    • Donation Management
      • Donations Table
    • Communication Tools
      • Message Manager
      • Newsletter
  • ADVANCED FEATURES
    • Customization Options
    • Reporting and Analytics
    • Progress Reports
      • Create Progress Report
      • Add Progress Report Data
    • Integrations
      • Mailgun
      • Box Image Storage
      • Zapier
        • Actions
          • Create a New Donor
          • Edit Donor
          • Find Donor By Email Address
          • Find Donor Forms
          • Create a New Entity
          • Edit Entity
          • Find Entity by ID
          • Find Programs
        • Triggers
          • New Form
          • New Program
          • New Donor
          • New Entity
          • New Donations
      • QuickBooks
        • Connect to HelpYouSponsor
        • Adding Donors (Customers)
        • Recipients (Service item)
        • Donations (Sales Receipt)
        • Mapping fields from HYS to QuickBooks fields
        • Synchronized Currency
  • ADMINISTRATION
    • User Management
    • Permissions and Access Control
    • Security Settings
  • BEST PRACTICES
    • Donor Engagement Strategies
    • Fundraising Tips
    • Data Management
  • TROUBLESHOOTING
    • Common Issues and Solutions
    • FAQs
      • How do I import data into my account?
      • How do I bulk upload files?
      • How do I export all the data in my account?
    • Support Resources
      • Priority Support & Enhancements Options
      • How to close my account?
  • API DOCUMENTATION
    • Authentication
    • Endpoints
    • Code Examples
  • RELEASE NOTES
    • Version History
    • Upcoming Features
Powered by GitBook
On this page
  • Creating a Program
  • Program Cards
  1. CORE FEATURES
  2. Program Management

Manage Programs

PreviousProgram ManagementNextProgram Forms

Last updated 1 month ago

Manage Programs is where you view and manage all current programs in your HelpYouSponsor account. This central hub provides easy access to your organisation's various programs and their settings. You can perform actions like;

  • Create a program

  • Create a sub-program

  • Deleting a program

  • Managing program attachments

To navigate to "Manage programs" click on "Campaigns & Programs" on the main menu and click on the "Manage Programs" tab.

Creating a Program

Two primary action buttons are available in the top-right corner for creating a program and creating a sub program.

Creating a Program button will open up a drawer with two fields;

  • Program name (Required)

  • Program Abbreviation (Optional)

Creating a subprogram button will open up a drawer with two fields

  • Sub program name (required)

  • Parent program (required): This lists all the parent program already in the system

Program Cards

The program cards show the programs you have in the system. These show a summary of the state of your programs.

Each program is displayed as a card showing:

  • Program name

  • Program setup status indicator (green checkmark or red warning icon)

  • Three vertical dots show a dropdown with the options of importing data into the program and deleting the program.

  • Number of recipients (displayed as a counter, e.g., "4" for Child Sponsorship)

  • Settings icon: This opens up the drawer for managing the programs attachments and editing the program.

Lastly, below the program cards on the manage programs page you will find the link to the donors login page. This link can be copied and shared with your donors to log into their HelpYouSponsor accounts.

Manage Programs Page
Creating a Program Form
Creating a sub program form.
Manage program drawer