Trip Settings

Configure donor forms and program settings for your trip's fundraising and checkout experience.

Trip settings allow you to configure the donor form and program settings that control how your trip's fundraising program operates. These settings determine what information is collected from donors during checkout and how the trip's fundraising program is structured.

Accessing Trip Settings

From the Trip Details page, click the Settings button in the top-right area. A side panel will open with the settings form.

Settings Options

Donor Form

Select the donor form to use when new donors sign up during checkout for this trip. The donor form determines what information (name, email, address, phone, etc.) is collected from donors when they make a donation to the trip or a participant.

Choose from the donor forms configured in your HelpYouSponsor account. If you have not created a donor form yet, see Program Forms for instructions on setting one up.

Program Settings

Select which program settings to use for this trip's fundraising program. Program settings control aspects such as donation frequency options, minimum donation amounts, and other checkout behaviour.

Only program settings configured with the "Trips" program type will appear in this dropdown. If no trip-specific program settings exist, you may need to create one in your program settings configuration.

Saving Settings

After selecting your preferences, click the Save Settings button. The settings are applied immediately and will affect the checkout experience for your trip's public page.

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If you do not configure trip settings, the system will use default values. It is recommended to set up a donor form and program settings before making your trip active and sharing the public page.

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