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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Campaign Setup

Mission Trip or Fundraising Campaign Setup

  • Create a campaign for each mission trip. The pledges are assigned to the people raising funds for the mission trip. Generally, these people are also going on the trip.
  • All mission trip campaigns can use the same program provided that there is no requirement to post the money to different income accounts in the general ledger. If the integration with your accounting system includes project codes, then you can likely enter the project code value in the event record associated with the pledge campaign. This way, you can use a single income account for many campaigns.
  • Refer to the Help Center topics about Mission Trip setup.
  • A fundraising campaign is set up in the same manner.

Set Up a Mission Trip

Steps to set up pledge campaigns for mission trips.

  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, you only need one program per income account you plan to credit in your accounting system. Skip this step for new trips if you already have a program set up.
  2. Create an event for the mission trip:
    1. Set the start and end dates to reflect the trip's actual dates.
    2. Ensure the event is visible on the Batch Manager Tool (BMT) by setting On Batch Manager Tool to Yes on the event record.
    3. Consider creating an event Type for mission trips if you would like to filter the event calendar to view all mission trips.
  3. Create a pledge campaign for the trip:
    1. Set the Campaign Type to Mission Trip.
    2. Set the Start Date for the first day you would like to receive funds.
    3. Set the End Date to the date you want to close off donations to the campaign. A date is required to display in mission trip registrations.
    4. Enter an amount for the registration deposit, even if it is zero.
    5. Set the registration details if you plan to use the Mission Trip Application widget.
      Note: If you plan to use a new custom form to ask unique questions from each registrant, you can set this up at the same time you create your pledge campaign or before you create the pledge campaign.
    6. Be sure to select the program and event you created 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 one.
  5. Add your pledges (trip participants, in this case). Create a pledge record under this pledge campaign for each member of the trip.
    Note: When someone registers for a mission trip, they enter the trip with a pending status. A staff member must take action before they can start fundraising. After the participant has gone through the church-established approval process, staff must change the status to active. Then the participant sees the details in the My Mission Trips widget.
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MinistryPlatform

Last updated: March 25, 2025