Gratona
Program setup

Manage Programs

Updated 2 weeks ago

Manage Programs

Manage Programs is where you view and manage recipient sponsorship programs in Gratona. These are the programs donors use to sponsor recipients or give toward recipient-based designations.

To open this page, go to Programs > Recipients in the main menu. The page title is Recipients, with the subtitle Open recipient sponsorship programs.

If your role does not include program management permissions, you may see a read-only version of this page or fewer actions. For campaign fundraising and peer-to-peer fundraising, use Programs > Campaigns instead.

The Recipients page under Programs, showing the summary strip, program cards, and the Create program button in the upper right.

Programs > Recipients shows recipient sponsorship programs, setup status, and program actions.

Recipients Overview

The Recipients overview lists the sponsorship programs available to your account. From this page, you can:

  • Create a recipient sponsorship program.

  • Open recipients or designations for a program.

  • Resume setup for programs that still need configuration.

  • Manage a program's website, embed settings, public links, and donor login links.

  • Import data into a program.

  • Delete a program when it is no longer needed.

The summary strip at the top gives a quick view of your program portfolio:

  • Active: programs currently listed on the page.

  • Needs setup: programs that still require configuration before they are ready.

  • Public: programs with a public donor-facing page ready to share.

  • Recipients: the total recipient count across visible programs.

  • Raised: the total raised amount, when your role has permission to view fundraising amounts.

Use the grid and list buttons in the upper right to switch how programs are displayed.

Creating a Program

Click Create a program to open the Program Setup flow. The setup flow walks you through the reusable pieces a recipient sponsorship program needs before it is ready to share.

Program Setup starts by asking which workflow the program should use.

The setup steps are:

  • Type: choose the program workflow.

  • Name: enter the program name and abbreviation.

  • Settings: attach a compatible program setting.

  • Forms: attach donor and recipient forms.

  • Emails: attach email templates.

  • Review: confirm the program is ready or save it for later.

For recipient sponsorship programs, choose one of these setup paths:

  • Fixed sponsor slots: use this when each recipient needs a set number of sponsor spots.

  • Flexible contributions: use this when sponsors contribute toward a recipient or designation without a fixed sponsor-count limit.

The shared setup screen may also show Campaign and Peer-to-peer options. Use those from Programs > Campaigns when you are creating a campaign fundraising page or peer-to-peer fundraising program.

The Program readiness panel shows what is required before the program is ready to share:

  • Program created

  • Program setting

  • Payment methods

  • Donor form

  • Recipient form

  • Email templates

  • SMS templates, when available, are optional

If you do not already have the needed setup pieces, Gratona can create starter settings, recommended forms, and starter email templates during setup. If you need to pause, use Save and continue later and resume setup from the program card.

Program Cards

Each program appears as a card with a summary of the program and its current state.

A program card can show:

  • Program name

  • Type badge, such as Fixed slots or Flexible contributions

  • Status badge, such as Public, Ready, Needs setup, or Updating

  • Recipient or designation metrics

  • Sponsored slots, available slots, raised amount, sponsors, or setup progress depending on the program type

  • Progress bar, when progress is available

  • Open action for ready programs

  • Setup action for programs that still need configuration

  • Manage action

  • Public page action when the public page is ready

  • Three-dot menu with Import and Delete Program

Click Open to view and manage the recipients or designations connected to that program.

Click Manage to open the Website & Embed workspace for a ready public program. If the program is not fully configured yet, Manage or Setup resumes the setup flow instead.

Importing and Deleting

Use the three-dot menu on a program card for additional actions.

Select Import to open the import wizard scoped to that program. Use this when you need to import data such as recipients, donors, sponsorship relationships, payments, photos, or documents.

Select Delete Program to start the delete confirmation flow. Only delete a program when you are sure it is no longer needed, because deleting a program can affect the records, forms, settings, and public pages connected to it.

Public links and donor login links are managed from Website & Embed.

The Website and Embed workspace for a ready program, with readiness, public links, donor login links, preview, and program settings including Save a copy.

Website & Embed shows readiness, public links, donor login links, preview, and program settings.

From Website & Embed, you can:

  • Review Readiness before sharing the program.

  • Copy Public Links, such as Infinite Scrolling, Pagination, External Data Entry, and Random Single Recipient.

  • Copy Login Links, including Donor Login and Program Donor Login.

  • Preview the donor-facing page in the embedded preview.

  • Switch the preview between desktop and mobile layouts.

  • Use Preview to open the public page.

  • Use Copy link to copy the main public page link.

  • Adjust settings in Appearance, Public, Checkout, Portal, Embed, and Advanced.

  • Use Save a copy when a setting is shared and you want the change to apply only to this program.

  • Use Need help? options such as Embed guide or Send to web developer.

For the full website workflow, see Website & Embed.

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