Gratona
Trips

Create a Trip

Updated 2 weeks ago

  1. CORE FEATURES

  2. Program Management

  3. Trips

Create a Trip

Creating a trip gives you a fundraising workspace for one destination, event, or team journey. The trip starts with its own goal, slug, dates, and status, then you build out participants, tasks, budgets, and public pages from there.

Screenshot placeholder: Create Trip drawer showing the trip creation form

Open the form

From the Trips Table, click Create Trip.

Trip form fields

Trip Name

Enter the main name for the trip. This appears in the trips list, trip details, participant dashboard, and public trip page.

URL Slug

This controls the public trip URL.

  • Leave Auto-generate enabled to build the slug from the trip name.

  • Turn Auto-generate off if you want to type a custom slug.

  • Slugs can use lowercase letters, numbers, and hyphens.

Destination

Add the city, region, or country for quick context in the admin and public views.

Start Date and End Date

Use these fields when you want the trip timeline to appear in the trip details and public page.

Fundraising Goal

Set the overall fundraising target for the trip. The goal drives progress bars throughout the Trips platform.

Description

Add a summary of the trip's purpose, audience, or impact. This content is shown in Trip Details and on the public trip page.

Status

Choose the current trip state:

  • Draft: The trip is still being prepared.

  • Active: The trip is live for participant and public workflows.

  • Completed: The trip has ended.

  • Archived: The trip is kept for reference.

  • Cancelled: The trip will not move forward.

Most teams start with Draft, finish setup, then switch the trip to Active when they are ready to share it.

What happens when you save

When you create a trip, Gratona also prepares the fundraising foundation behind the scenes:

  • A Trip Fund is created for trip-level donations.

  • The trip is connected to the required Trips program setup.

  • Gratona reuses a valid donor form when one is supplied. If no donor form is supplied, it uses the first donor form in your account. Gratona creates a donor form named "Trips Donor Form" only when your account has none.

  • If the required Trips setup does not exist yet, Gratona creates or attaches what the trip needs.

Next steps

After saving, open the new trip in Trip Details to:

  • add participants

  • review Trip Settings

  • set up tasks, documents, budgets, and milestones

  • publish the public trip page

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