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, 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 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 show up 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 Portal's Mission Trip Registration page:
      Note: 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.
   6. Be sure to select the Program and Event you created in the appropriate fields:
      Note: 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.
   Note: When someone registers for a Mission Trip on the Portal, they are put into the trip with a Status of Pending. Action by a staff member is required before they can start fundraising. After the Participant has gone through the church-established approval process, someone on staff must change the Status to Active. Then the Participant sees the details on their My Missions Trip page on the Portal, and their name is available to select on the Missions Trip Giving page as well.