Add Participants to Mission Trips
After setting up a mission trip, you can add participants to the trip and add a new pledge associated with the participant to the mission trip campaign.
Since a Pledge serves several purposes in MinistryPlatform, there are a few special considerations for Mission Trips:
- A trip participant may not be listed as a donor in your database. Use the Add/Edit Family Tool to create a Donor record first.
- Sometimes, a trip accepts "general" trip donations. Use the Add a Company Tool to create an entity in your database for this purpose.
- A trip may earmark donations to help with specific categories of expenses, like Bibles or Goats. Create a pledge to the general trip donations for each category, then you can write the specific name in the Beneficiary field of the Pledge record.
- For a participant's name to display 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. You can enter 0 or 1 in these fields.
- If the pledge donor is a trip leader, set Trip Leader to Yes. This person can see the fundraising progress of all pledges when they log in to the My Mission Trips widget.
- In the navigation menu, click .
- Click New Mission Trip Pledge.
- For Donor, select the participant's name.
- For Pledge Campaign, select the mission trip.
- For Pledge Status, select Active. This way, their name displays on the Mission Trip Giving Form.
- For Installments Planned and Installments Per Year, enter 0 or 1.
- Optional: For Beneficiary, enter the expense category.
- If this person is a trip leader, set Trip Leader to Yes. This way, they can see the fundraising progress in the My Mission Trips widget.
- Enter any additional information.
- Click Save.