|Video File Name|
Getting Started -- Installing Trail Blazer
Description: See how to install Trail Blazer on your Windows PC as well as links to articles for using Trail Blazer on your Macintosh or phone/tablet.
/Support/Learning/VideoTraining/001Getting Started/Getting Started -- Installing Trail Blazer.mp4
Getting Started 101 - Orientation to the screen
Description: Understand the layout of the Trail Blazer screen and how to access HELP functions.
/Support/Learning/VideoTraining/001Getting Started/Getting Started 101 - Orientation to the screen.mp4
Getting Started 102 - Beginning Queries
Description: Searching your database.
/Support/Learning/VideoTraining/001Getting Started/Getting Started 102 - Beginning Queries.mp4
Getting Started 103 - Adding a new record
Description: Add new records to your database.
/Support/Learning/VideoTraining/001Getting Started/Getting Started 103 - Adding a new record.mp4
Getting Started 104 - Queries with wildcards
Description: Searching your database when you don't have all the facts.
/Support/Learning/VideoTraining/001Getting Started/Getting Started 104 - Queries with wildcards.mp4
Getting Started 105 - Queries with an AND condition
Description: Combine multiple search criteria for more specific results.
/Support/Learning/VideoTraining/001Getting Started/Getting Started 105 - Queries with an AND condition.mp4
Getting Started 106a - Entering Contributions (NON PROFIT ONLY)
Description: Add new contributions (donations) to your database.
/Support/Learning/VideoTraining/001Getting Started/Getting Started 106a - Entering Contributions (NON PROFIT ONLY).mp4
Getting Started 106b - Entering Contributions (POLITICAL ONLY)
Description: Add new contributions (donations) to your database.
/Support/Learning/VideoTraining/001Getting Started/Getting Started 106b - Entering Contributions (POLITICAL ONLY).mp4
Getting Started 107 - Writing Contribution Thank You Letters
Description: Mail merge your contributions into a thank you letter.
/Support/Learning/VideoTraining/001Getting Started/Getting Started 107 - Writing Contribution Thank You Letters.mp4
Contribution - Entering Earmarked Contributions
/Support/Learning/VideoTraining/100Contributions/Contribution - Entering Earmarked Contributions.mp4
Contribution - Refund
Description: Refund contributions that have already been deposited (political).
/Support/Learning/VideoTraining/100Contributions/Contribution - Refund.mp4
Contribution - Apply Contribution Payments to Open Pledges
Description: See how to satisfy your open pledges once a contribution has been received. Our Apply To Pledges process will never over apply your contribution payments regardless of how often you run the process.
/Support/Learning/VideoTraining/100Contributions/Contribution - Apply Contribution Payments to Open Pledges.mp4
Contribution - Employer Match
Description: See how to enter a contribution where the donor's employer provides a matching contribution.
/Support/Learning/VideoTraining/100Contributions/Contribution - Employer Match.mp4
Contribution - F3L Bundler or How to Track Who Brought in a Donation
Description: How to add and use bundler/lobbyist feature to track contribution source. POLITICAL only.
/Support/Learning/VideoTraining/100Contributions/Contribution - F3L Bundler or How to Track Who Brought in a Donation.mp4
Contributions Online - Change Default $ Donation Amounts
Description: Change the amounts that are displayed on your donation page.
/Support/Learning/VideoTraining/100Contributions/Contributions Online - Change Default $ Donation Amounts.mp4
Deposits - Setup Bank Account - Set Bank as Default - Create Deposit
Description: Deposit Contributions, Expenditure Refunds, Loan Receipts, etc.
/Support/Learning/VideoTraining/100Contributions/Deposits - Setup Bank Account - Set Bank as Default - Create Deposit.mp4
Election Cycles Updates to Contribution Records (In Mass)
Description: Do you contributions marked to the wrong cycle? You can fix these all at once.
/Support/Learning/VideoTraining/100Contributions/Election Cycles Updates to Contribution Records (In Mass).mp4
Exclude Contributions From Revenue
Description: If you would like a mechanism for separating "real" revenue from service or performance revenue, this video will show you how to use events to accomplish that.
/Support/Learning/VideoTraining/100Contributions/Exclude Contributions From Revenue.mp4
Search for Missing Employer Occupation
Description: The FEC requires you make your best effort to determine a donors employer and occupation. This video will show you how to find those donors that are missing that information.
/Support/Learning/VideoTraining/100Contributions/Search for Missing Employer Occupation.mp4
Attributes - Adding new
Description: Create or add new attribute checkboxes to your database.
/Support/Learning/VideoTraining/200Groups/Attributes - Adding new.mp4
Attributes - Assign en masse
Description: See how to assign a large group of voters/donors to an attribute with just a few clicks.
/Support/Learning/VideoTraining/200Groups/Attributes - Assign en masse.mp4
Attributes - Delete
Description: Learn how to remove people from an attribute in mass so you may then delete that attribute.
/Support/Learning/VideoTraining/200Groups/Attributes - Delete.mp4
Households - Combine More Than 5 Members
Description: When Trail Blazer sees more than 5 people at the same address we assume that's an apartment building and create separate households for each. However, there are large families that exceed 5 members. See how to combine into a single household.
/Support/Learning/VideoTraining/300Householding/Households - Combine More Than 5 Members.mp4
Households - Delete and Recreate
Description: If you would like to change the formality of your household salutation or envelope names, you can delete the household link and re-create it.
/Support/Learning/VideoTraining/300Householding/Households - Delete and Recreate.mp4
Households - Drag n Drop
Description: Sometimes records you think should be householded are not. This video shows you how to manually join records together into a household using the drag 'n drop method.
/Support/Learning/VideoTraining/300Householding/Households - Drag n Drop.mp4
Households - What To Do B4 Householding
Description: Conform addresses and merge addresses before running householding.
/Support/Learning/VideoTraining/300Householding/Households - What To Do B4 Householding.mp4
Importing 101 What to avoid
Description: Properly formatted data will make the import much smoother. See how names, addresses, and phone numbers should be formatted prior to importing.
/Support/Learning/VideoTraining/400Importing/Importing 101 What to avoid.mp4
Importing 102 Importing your first list
/Support/Learning/VideoTraining/400Importing/Importing 102 Importing your first list.mp4
Importing 201 Merge or Do Not Merge during import
/Support/Learning/VideoTraining/400Importing/Importing 201 Merge or Do Not Merge during import.mp4
Importing 301 - Address Builder Columns
Description: Lists that come from voter elections sources often have the house address split into many parts. Here you will see how to map those various address parts to appropriate Trail Blazer columns.
/Support/Learning/VideoTraining/400Importing/Importing 301 - Address Builder Columns.mp4
Description: See how to use batch codes to verify the totals between your import file and the data received by Trail Blazer.
Attributes - add date and attribute note to format
Description: If you have been adding dates and notes to your attributes, you can now include those in query results. This video shows you how to add them through the Format button.
/Support/Learning/VideoTraining/500Attributes/Attributes - add date and attribute note to format.mp4
Attributes - Add To Donation Page
Description: See how to add volunteer signups and lawn sign requests to your donation page.
/Support/Learning/VideoTraining/500Attributes/Attributes - Add To Donation Page.mp4
Attributes - Import With Date and Value
Description: When importing attributes you have some new options. See how to add a date and a value (note) to the attribute(s) to be imported.
/Support/Learning/VideoTraining/500Attributes/Attributes - Import With Date and Value.mp4
Description: See the transition from Groups to Attributes. This video assumes you are very familiar with Groups in Trail Blazer.
Add New Loans Received
Description: See how to enter loans received by the campaign from both the candidate and a bank.
/Support/Learning/VideoTraining/600Loans/Add New Loans Received.mp4
Make a Loan Payment (Interest Bearing and Non Interest Bearing)
Description: It's time repay loans made to the campaign. You will see how to enter an interest free loan payment as well as an interest bearing loan payment.
/Support/Learning/VideoTraining/600Loans/Make a Loan Payment (Interest Bearing and Non Interest Bearing).mp4
Filter Using New Date Controls
/Support/Learning/VideoTraining/980Reporting/Filter Using New Date Controls.mp4
Filtered Contribution Columns in Format
Description: Trail Blazer's custom Format control allows filtering of data within the column. This means you can display a report of contributions associated with different years, quarters, etc. You can display contributions associated with specific events or event d
/Support/Learning/VideoTraining/980Reporting/Filtered Contribution Columns in Format.mp4
Reporting 101 - Political - Contribution reports & Walk Lists
/Support/Learning/VideoTraining/980Reporting/Reporting 101 - Political - Contribution reports & Walk Lists.mp4
Reporting 102 - Quick Reports and Export
/Support/Learning/VideoTraining/980Reporting/Reporting 102 - Quick Reports and Export.mp4
Reporting 103 - Format with various contribution columns
/Support/Learning/VideoTraining/980Reporting/Reporting 103 - Format with various contribution columns.mp4
Reporting 104 - Joined tables
Description: When creating a report format, you may need to draw columns from multiple tables. The Joined Tables box within the Format feature indicates what tables you can draw from.
/Support/Learning/VideoTraining/980Reporting/Reporting 104 - Joined tables.mp4
Reporting 105 - Pivots - summary reporting
Description: If you are familiar with the pivot feature of Excel, you will love this. If you are not, you will still love this. You can summarize your data on any column in Trail Blazer.
/Support/Learning/VideoTraining/980Reporting/Reporting 105 - Pivots - summary reporting.mp4
Reporting 106 - Phone Bank List
Description: See how to create a report format you can print for your staff or volunteers that lists the voter name, address, and phone numbers.
/Support/Learning/VideoTraining/980Reporting/Reporting 106 - Phone Bank List.mp4
Walk Lists - Using Format Display
Description: Walk lists have been retooled to utilize the Format for greater flexibility. You may have many more Checkbox columns than before.
/Support/Learning/VideoTraining/980Reporting/Walk Lists - Using Format Display.mp4
Year End Tax Letter
Description: See how to create a year end tax letter that totals the past year's contributions either by individual or by household.
/Support/Learning/VideoTraining/980Reporting/Year End Tax Letter.mp4
Eblasts - Configure email settings before mass emailing
Description: See how to configure Trail Blazer to send mass emails through Trail Blazer.
/Support/Learning/VideoTraining/990Eblasts/Eblasts - Configure email settings before mass emailing.mp4
Eblasts - Create and Send Eblasts - Includes Image Management
Description: Learn how to create an email in Trail Blazer and send an eblast. This video includes image handling as well as scheduling of the email.
/Support/Learning/VideoTraining/990Eblasts/Eblasts - Create and Send Eblasts - Includes Image Management.mp4
Eblasts -Setting people up to receive test (draft) emails
Description: Before sending an email to hundreds or thousands you MUST test that email to ensure your links work and your graphics appear as they should. This video shows how to set people up to receive those test emails.
/Support/Learning/VideoTraining/990Eblasts/Eblasts -Setting people up to receive test (draft) emails.mp4
Description: Schedule your mass emails to be sent at anytime.
Thank you's using mass email
Description: See how to send an eblast to your recent contributors thanking them for the speciific donation amount.
/Support/Learning/VideoTraining/990Eblasts/Thank you's using mass email.mp4
2X iPad Install and Configure
Description: See how to install and configure the 2X Remote Desktop Client on your iPad or iPhone.
/Support/Learning/VideoTraining/999UnCategorizedVideos/2X iPad Install and Configure.mp4
Credit Card Memo Entry (using 2015 version of Financial)
Description: Enter FEC memo items when the payee is a credit card (POLITICAL)
/Support/Learning/VideoTraining/999UnCategorizedVideos/Credit Card Memo Entry (using 2015 version of Financial).mp4
Donation Auto Reponders with Merge Fields
Description: See how to send an automated email to your online donors that includes their name and their donation amount.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Donation Auto Reponders with Merge Fields.mp4
Donor Retention Dashboard
Description: See how to add a donor retention dashboard and configure it for your fiscal or calendar year.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Donor Retention Dashboard.mp4
Enter Invoice and make immediate Payment
Description: Add a new invoice to a payee and pay the invoice immediately.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Enter Invoice and make immediate Payment.mp4
Events - pay for an event online
Description: Have a event you want sell tickets for online? Do you have multiple prices you would like to charge for an event? See how to configure Trail Blazer to collect the ticket price online through your website.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Events - pay for an event online.mp4
Events -Remove Person from Event
Description: Delete a person from an event.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Events -Remove Person from Event.mp4
Description: We have rebuilt our Event system from the ground up. This video demonstrates the new look and teaches you how to set up your event to take advantage of the new features. Sell tickets. Sell products. Give away free items. Allow participants to pay later.
Description: When you open a raw data file (CSV) in Excel, the leading 0's on Zip Codes are removed. This video demonstrates how to retain those leading zeros.
Description: See how to enter a refund on an invoice that has been previously paid.
Expenses- Reimburse Employee For Multiple Items (retired - interface change)
Description: How to enter the expense reimbursements to an employee of the campaign (POLITICAL).
/Support/Learning/VideoTraining/999UnCategorizedVideos/Expenses- Reimburse Employee For Multiple Items (retired - interface change).mp4
Expenses- Reimburse Employee For Multiple Items
Description: See how to enter memo items for reimbursements made to campaign employees or candidates.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Expenses- Reimburse Employee For Multiple Items.mp4
Favorite Update and Delete Favorite
Description: See how to update or delete a saved favorite query.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Favorite Update and Delete Favorite.mp4
Favorites - Deleting Saved Queries
Description: How to delete a saved query in Trail Blazer
/Support/Learning/VideoTraining/999UnCategorizedVideos/Favorites - Deleting Saved Queries.mp4
How to Manage Duplicates
Description: How to conform and merge your addresses before merging your voter donor records. How to drag 'n drop to manually merge. How to find possible duplicates in your database.
/Support/Learning/VideoTraining/999UnCategorizedVideos/How to Manage Duplicates.mp4
Description: This video demonstrates iframe wizard for creating the iframe code to place on your web site. It also shows the placement of the that code on a donation web page.
Lawn Sign Management Enhancements
Description: We have improved the lawn sign management when requested from a volunteer website sign up page or donation page.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Lawn Sign Management Enhancements.mp4
Mappoint - Select Houses to Walk By Drawing
Description: See how to use Mappoint to create walking lists that avoid natural obstacles such as parks, waterways, and busy freeways.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Mappoint - Select Houses to Walk By Drawing.mp4
Multiple Database Logon
Description: Trail Blazer consultants who work on multiple databases can alter their logon screen to show all the databases they can access.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Multiple Database Logon.mp4
Description: What to do with a person in your database who has deceased? You can 'hide' that record from normal queries by assigning them to a NOT attribute.
Orders - Manual entry and payment
Description: Learn how to enter a sales order manually into Trail Blazer. (Most sales orders come through the web site and thus entered by the donor.)
/Support/Learning/VideoTraining/999UnCategorizedVideos/Orders - Manual entry and payment.mp4
Pledges - Close out a pledge that has payments on it
Description: Zero out the remaining unpaid pledge balance.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Pledges - Close out a pledge that has payments on it.mp4
Quickbooks Journal Entry of Contribution Data
Description: See how to use the data in Trail Blazer to support revenue recognition journal entries in QuickBooks.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Quickbooks Journal Entry of Contribution Data.mp4
Search - Contribution AndOr (donated in 1 time period but not another)
Description: An example of how to do advanced queries. In this case "who donated last year, but not yet this year"?
/Support/Learning/VideoTraining/999UnCategorizedVideos/Search - Contribution AndOr (donated in 1 time period but not another).mp4
Search Tool Strip Enhancements
Description: Search Tool Strip Enhancements. Rename, close, and lock a voter/donor search list.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Search Tool Strip Enhancements.mp4
Search Using List of Mulitple VoterDonor IDs
Description: Learn how to use Excel and a special tool to query your database for a list of specific voters/donors by their Trail Blazer ID's.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Search Using List of Mulitple VoterDonor IDs.mp4
Thank A Person Once For Multiple Contributions
Description: A donor gives you a check for $5000 that you have entered as $2500 for the primary and $2500 for the general. Now you would like to thank them for their $5000 donation. Here's how.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Thank A Person Once For Multiple Contributions.mp4
Updating or Changing Data in a Field for all (or some of) Your Records
Description: You can run mass updates to specific columns in your voter/donor table as well as your address table.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Updating or Changing Data in a Field for all (or some of) Your Records.mp4
Write Letter - Edit Letter after Mail Merge
Description: Trail Blazer's mail merge allows you to edit a single letter before printing without having to edit the master merge document.
/Support/Learning/VideoTraining/999UnCategorizedVideos/Write Letter - Edit Letter after Mail Merge.mp4