Vision2 Client Success

Setting up your first mission trip in the V2 admin portal

How do I setup a mission trip?

Steps to create the participant and donor email communication series and appeals

Steps to configure a mission trip in the admin portal

Create requirements for use with mission trips

Create reusable volunteer roles for use with mission trips

Steps for creating widget landing pages and updating the account subnav

Steps to override a fundraising goal at the participant role and at the individual participant level

Overview of the mission trip fundraisers section on the Volunteering tab

During gift entry, you can attribute any gift type to a mission trip participant

Workflow once a participant is accepted to a mission trip

Steps to approve/reject participant photo, approve/reject participant personal statement, edit personal photo, edit personal statement

Steps to remove the goal tracker on a mission trip participant's webpage

View mission trip donations supporting each participant

Use the campaign functionality to report against your active mission trips

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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