Trail Blazer
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Training Curriculum Outlines
Trail Blazer offers on-going training to keep you up-to-date.
Introduction To Trail Blazer (required before all other trainings)
Offered:
Tuesday's and Thursdays each week
  
1. Orientation to the screen
   2. Querying records (what rows display)
   3. Changing formats (what columns display)
   4. Adding new records
   5. Contribution data entry (if applicable)
   6. Thank You Letters
   7. Open questions

Financial Training - Political Part 1 (prerequisite - Introduction to Trail Blazer)
Offered: Upon request
Required materials - at least the first bank statement, first deposit slips, some disbursements ready to enter.
   1. Create new payees.
   2. Enter invoices.
   3. Make payments.
   4. Create deposits.

Financial Training - Political Part 2 (prerequisite - Introduction to Trail Blazer)
Offered: Upon request
Required materials - at least the first bank statement.
  
Bank reconciliation

FEC Reporting (prerequisite - Financial Training Parts 1 & 2)
Offered: Upon request
   How to create your first FEC report.
   How to identify and resolve errors.
   Where to store your uploading password.

Field Training - Political (prerequisite - Introduction to Trail Blazer)
Offered: Upon request
   1. Printing walk lists.
   2. Adding lawn signs to voter record.
   3. Tracking lawn sign request, installation, and removal.

Report Writing - Non Profit (prerequisite - Introduction to Trail Blazer)
Offered: Upon request
   1. Creating and saving customized formats.
   2. Using Pivots to summarize data.

Emails and Eblasts - Political or Nonprofit (prerequisite - Introduction to Trail Blazer)
Offered:
Upon request
   1. Creating first eblast.
   2. Email template design.
   3. Track links.
   4. Sizing/adding images.


You may create a class of your choosing if none of the above meet your particular needs.  Email Kevin at kpiatt@trailblz.com for more information.





Have questions? Call us. Sales: 1-800-446-1375 or Support: 1-866-909-8700
Trail Blazer Campaign Services Inc • 620 Mendelssohn Avenue North, #186 • Golden Valley, MN 55427-4350