1. Create a Program for your short-term mission trips. Many churches prefer to have one Program for all short-term trips. Some churches prefer multiple programs. Generally, only one Program is needed per income account you plan to credit in your accounting system. Skip this step for new trips if you already have a Program setup.
2. Create an Event for the mission trip:
   • Set the Start and End Dates to reflect the trip's actual dates.
   • Ensure  the event is visible on the Batch Manager Tool by setting the value on the Event for On Donation Batch Tool to Yes.
   • Consider creating an "event type" for Mission trips if you would like to be able to filter the Event Calendar to view all Mission Trips.
3. Create a Pledge Campaign for the trip:
   • Set the Campaign Type to Mission Trip.
   • Set the Start Date for the first day you would like to receive funds.
   • Set the End Date to the date you want to close off donations to the campaign. A date is required to show up in Mission Trip Registrations.
   • Enter an amount for the Registration Deposit (even if it is zero).
   • Set the desired registration details if you plan to use the Portal's Mission Trip Registration page:
     • If you plan to use a new Custom Form to ask unique questions from each registrant, this can be set up in line with the pledge campaign creation or as a prior step.
   • Be sure to select the Program and Event you've created (steps 1 & 2) in the appropriate fields:
     • The Program should be set in the Event.
     • The Event should be set in the Pledge Campaign.
4. Create Donor records for any participants who don't currently have.
5. Add your Pledges (trip participants in this case). Create a Pledge record under this Pledge Campaign for each member of the trip.

Video Topics: Mission Trip Setup