How to Create a Trip

Set basic trip details to include:

• Trip Name
• Trip URL – this is also known as your trip “slug” that is used with the Pure Charity Plugin Shortcodes.
• Region – It is common to use “Worldwide” if you want to keep trip location private.
• City or Country
• Privacy Option
• Trip Start & End Date

Set advanced trip details (optional):

• Trip ID – Commonly used for easy trip identification in reporting or Salesforce.
• Registrations – Select one of three privacy options.  “Open” = Public, anyone can register.  Closed” = Publicly Viewable, registration by invite only. “Hidden” = Not publicly viewable and registration by private link only.
• Category – Trip categories can be used to display specific trip categories via Plugin Shortcodes
• Tags – Tags can be used in combination with Categories or separately to control trips display via Plugin Shortcodes

Set Trip Story and Branding:

• Upload trip avatars, widget images, and cover images.
• Short Description
• About the Trip

Registration Types

There are multiple configuration options for Trip Registrations.  We have a couple of items to note:

• Registration Type Availability – You can create multiple Registration Types such as “Early Bird” registration, Adult vs. Child registrations, etc.
• Participants can register without full payment – allows people to pay some or none when registering for the trip.
• A deposit is required to register for this trip – requires a deposition when registering for the trip.

Trip Guarantees

• Trip guarantees are a key feature in ensuring payment and/or fundraising goals stay on track to meet the financial requirements of the trip.
• Trip Guarantees work by pre-authorizing a credit card payment from the trip attendee for the difference between how much they have raised or paid by a set date vs. the financial requirements at that time.
• An example:  $500 is due on Jan 1st to purchase plane tickets.  A person registered for the trip has raised $450 on Jan 1st, so a Payment Guarantee is run to charge the trip attendee $50 to cover the difference between what has been raised and what is due.
• Please note:  Trip Guarantees can be stopped, managed, and controlled by each attendee.

Trip Requirements

Trip Requirements are used to collect the information needed to go and/or qualify for a trip.  Common requirements include Emergency Contact information, Passport information, etc.

Pure Charity provides a set of commonly used Standard Form such as:

• Business Affiliation Form
• Emergency Contact Form
• Family Information Form
• Medical Information Form
• Passport Form
• Personal Information Form
• Skills Form

Additionally, Pure Charity includes the ability to create Custom Forms for each trip.  Please note that Custom Forms are not able to be synchronized with Salesforce.

Trip Management & Fundraising

• Creating a Basic Trip
• Trip Organizers & Admin Functions
• Trip Branding
• Trip Dashboards & Admin Management
• Trip Requirements & Forms
• Trip Payment Guarantees & Milestones
• Trip Fundraising
• Trip Communication with Trip Leaders and Trip Attendees
• Trip Updates
• Trip Approval Process
• Integration & Display of Trips in Nonprofit’s Website (Plug-Ins & Embeds)
• Customization Options of WordPress & Embedded Trips