Trips & Meetings: Create a Trip

To create a trip in EverTrue, head on over to Trips & Meetings using the left-side navigation bar.


If you've never created a trip before, click on the 'Create a Trip' button in the center of the page to begin.
If you've already created your first trip, use the Actions drop-down menu in the upper-right corner to create another. When creating a trip, you'll be required to enter a name and select your travel dates. No worries, these can be adjusted later if your travel plans change! When viewing your trip, just go to the Actions drop-down menu and click "Edit Trip Details." 

You can also choose to add collaborators on your trip - more on that here. Within your trip, there are two main components: the constituents in your Trip List and the Meeting Itinerary (where you can plan and schedule events).


Trip List

This is where you add the constituents you're interested in or already planning to meet with. You can add constituents to your trip using a list or search for them by name. 

Events

Once you've created your trip list, you can start scheduling your trip itinerary by adding events!

Events consist of Time Blocks for scheduling travel, and Meetings with constituents.

Time Blocks allow you to schedule time for air travel, as well as built-in breaks during the day for driving to and from meetings. Hit 'save' to see the Time Block appear on your trip!


Meetings are created by dragging and dropping constituents from your Trip List to a specific date during your visit to initiate the process. When creating a new meeting, you'll be required to enter a meeting title, time, and location. Note, time is restricted to the days of the trip. Setting the meeting location will set the time zone. 

For more info about the different types of meetings within the Trips & Meetings feature, click here!

You can add constituents (by name), additional solicitors, and description text to your meeting. Only fellow EverTrue users marked as solicitors can be added as "Additional Solicitors." 

You will then be prompted to choose if the event is an Anchor Meeting, or a significant event which the trip is focused around. If you select 'yes', it'll receive a star! 


Trip Itinerary

Here you'll see the days of your trip and any meetings you've added. EverTrue will display the time between meetings and the approximate travel time.

Next, add an interaction directly by clicking on any event in your itinerary after your meeting to log any notes or comments as a contact report.

You can also view your trip on a map for more information like directions to and from a location. Have a great trip!


Questions? Reach out to genius@evertrue.com!

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