Trip Settings

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1. CORE FEATURES

2. Program Management

3. Trips

Trip Settings

Trip Settings controls the trip's program binding. This is where you connect the trip to the donor form, Trips Program Settings, and auto email set that power participant signup, public fundraising behavior, and trip automations.

Screenshot placeholder: Trip Settings drawer showing Donor Form, Program Settings, and Attach Auto Emails

Open Trip Settings

From Trip Details, click Settings.

What you can configure

Donor Form

Choose the donor form that HYS should use when the trip needs to create or update donor records during trip workflows.

This donor form is especially important for:

• adding donors from the Participants drawer

• public Request to Join submissions

• keeping trip-related donor data aligned with the correct form

Program Settings

Choose the Trips Program Settings record that should control trip behavior.

This selected Trips Program Settings record controls features such as:

• whether Request to Join is available

• recurring donation availability

• public donation amount visibility

• public participant goal visibility

• donation behavior for completed trips

• budget-to-goal syncing

• reminder timing and other trip runtime defaults

Use the plus button to create a new Trips Program Settings record without leaving the drawer. Use the pencil button to edit the currently selected Program Settings record.

Attach Auto Emails

Choose the auto email set that should be attached to the trip's fundraising program binding.

Use this when you want the trip to inherit the email automation set tied to your Trips workflow.

Important behavior change

The current Trip Settings drawer focuses on binding the trip to the right records. It does not directly expose all trip behavior toggles in the drawer itself.

Save settings

Click Save Settings to apply the updated binding.

After saving:

• the trip uses the selected donor form

• the trip uses the selected Trips Program Settings

• the attached auto email set is mirrored to the trip's program binding