A Mission Trip Account is an organization, household, or individual that takes part in your mission trips, a lot like a customer. An account can enroll in one or more mission trips. Every account is built on an existing constituent, so make sure the constituent exists first, then group them here as a Mission Trip Account.

Add a mission trip account

1. Open the account list. From the left menu, go to Mission Trips > Mission Trip Accounts.
2. Click Add New. This opens the Add A Mission Trip Account screen.
3. Fill in the account. Only the constituent is required; the rest are optional but helpful.
4. Click Add This Account. The new account is created and opens in its workspace.

Fields

• Group/Account (Constituent) (required) - start typing to search for the constituent this account is for, then select them. If they aren't a constituent yet, add them first (see Add Constituents).
• Account Contact (Constituent) - the main contact person for the organization or household.
• Account Manager (Team Member) - the team member who supports this account.
• Account Type and Account Category - optional ways to classify the account. The choices come from your Classification Codes.
• Acquisition Source - how you acquired the account, for example a Facebook ad.
• Associated Campaign - a campaign to tie this account to, if there is one.