Add A Mission Trip Account

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A Mission Trip Account is an organization, household or individual that participates in a Mission Trip. A Mission Trip Account enrolls in one or more Mission Trip(s). Think of a Mission Trip Account like a customer. To add a Mission Trip Account, select Events and Programs > Mission Trip Accounts - from the main menu on the left side of the screen.
 
 
This will redirect you to the Mission Trip Account List. Remember Mission Trip Accounts are first created as a constituent, then by adding them here, they are grouped as a Mission Trip Account. From here select the "Add New" button above the list.
 
This will open the "Add A New Mission Trip Account" screen.
 
 
Steps to Add A New Mission Trip Account
 
  1. Select a Constituent to designate as this Mission Trip Account by using the "Lookup" button. If the constituent is not listed you can add a new one from this screen by selecting the "Add New" button in the Constituent ID field.  For help adding a new constituent please refer to KB Article - Add Constituents.  This field is required.

  2. An Account Manager is a Team Member from your organization who provides support for the Mission Trip Account. You can assign an account manager by using the Lookup button to select one in the "Account Manager" field. This field is not required, but helpful.  If a team member is not listed you can add a new one by clicking the "Add New" button.

  3. An Account Contact is a person, the primary contact from the organization or household you're creating a Mission Trip Account for. You can assign an account contact for this account by using the Lookup button to select one in the "Account Contact" field. This field is not required, but helpful. If the person you'd like to list as the account contact doesn't have a constituent record, you can add a new one by click the "Add New" button.

  4. You can associate this account with a department/chapter by selecting one in the "Associated Department/Chapter" field. This field is not required. If the department/chapter you'd like to use isn't listed you can add a new one by clicking the corresponding "Add New" button.

  5. If you'd like to use account types to classify your Mission Trip Accounts, you can create them in the "Classification Codes" section of Argenta, then use them here. To associate the account with a type select it in the "Account Type" drop down menu.  If an account type is not listed you can add a new one by clicking the "Add New" button.

  6. If you'd like to use account categories to classify your Mission Trip Accounts, you can create them in the "Classification Codes" section of Argenta, then use them here. To associate the account with a category, select it in the "Account Category" drop down menu. If a category is not listed you can add a new one by clicking the "Add New" button.

  7. A Lead/Acquisition Source is the method by which you acquired the account. For example, if you ran a Facebook ad to promote a Mission Trip and the account found it and enrolled, your lead source would be Facebook Ads. You can select a lead or acquisition source for the account by selecting one from the drop menu on "Lead/Acquisition Source".  If a lead source is not listed you can add a new one by click the "Add New" button.

  8. If this Mission Trip Account is associated with a campaign you will want to select the campaign in the "Associated Campaign" field.
 
When you have all the information entered click the "Add This Account" button.  This will add your new account and you will be returned to the "Mission Trip Accounts" list.