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
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On this page
  • Add recipient from a program.
  • External Data Entry
  1. CORE FEATURES
  2. Recipient Management

Add Recipient

PreviousRecipients TableNextSponsorship Management

Last updated 2 months ago

HelpYouSponsor provides two ways to add recipients to a program and these include.

  1. Add recipient from a program

  2. External data entry

Add recipient from a program.

To add a recipient from a program, click the "Add recipient" button. This will open a drawer with the form to add a recipient.

After submitting the form, the recipient will appear in the table for recipients.

External Data Entry

Add a recipient to a program using external data entry gives you the ability to add recipients to a program without the need to log into your HelpYouSponsor account.

All you have to do is navigate to "programs" in the side menu and choose the program into which you want to insert and click the "embed" button. This will open a drawer and there you will see an option with "External Data Entry Link" and its corresponding link.

When you click this link, it will redirect you to a page with the form you attached to the program and with the form on that page you can add recipients straight into the program without having to login into your HelpYouSponsor account.

The fields that appear here are the ones set up when creating a .

If you wish to change the fields in the form, simply click the "Manage Form Fields" button. This will open the drawer to edit the form fields. To manage form fields click .

recipient profile form
Add a recipient
here