After setting up a mission trip, you can add participants to the trip in four ways:
- Guests to your website can register for a mission trip using the Portal's Mission Trip Registrations page
- MinistryPlatform users can go to Stewardship > Pledges > click New and complete the form > click Save
- MinistryPlatform users can add trip participants by clicking Quick Add > Pledges
- MinistryPlatform users can go to Stewardship > open the desired Pledge Campaign > click New on the Pledges sub-page.
Pledge Mission Trip Considerations
Since a Pledge is a concept that serves several purposes in MinistryPlatform, there are a few special considerations for Mission Trips:
- Sometimes a trip participant is not already listed as a Donor in your database. Use the Add/Edit Family Tool to create a Donor record.
- Sometimes a trip accepts "general" trip donations. Create a fake entity in your database for this purpose. Use the "Add a Company" tool if this entity does not already exist.
- Sometimes a trip is earmarking donations to help with specific categories of expenses like Bibles or Wells or Goats. Create a pledge to the general trip donations for each category and then write the specific name in the Beneficiary field of the pledge record.
- In order for a Participant's name to appear on the Mission Trip Giving form, their pledge status must be Active.
- The Installments Planned and Installments Per Year fields are not relevant to Mission Trip pledges. Putting 0 or 1 in these fields is fine.
- If the pledge donor is a trip leader, set Trip Leader to Yes. This person is able to see the fundraising progress of all pledges when they visit the Portal's My Mission Trips page.