Automate your Online Donations with Our Integrated Donation Form

by Joel Kristenson28. October 2020 12:22

If you aren't yet taking advantage of our integrated donation form, we would love to help you get it setup!  This form has many benefits:
- money is processed directly into your bank account
- the donor can stay on your website throughout the entire process
- the donor will receive a custom thank-you email
- the data will automatically be collected into your database

First, you'll need to activate a merchant gateway account that we integrate with: https://www.trailblz.com/Credit-Card-Payment-Merchant-Gateway

Second, you'll need to generate the iFrame code and insert it into a donation landing page on your website.
- Video: https://www.youtube.com/watch?v=YYJOszM9CoU
- Article: https://www.trailblz.com/kb/?action=view&kb=214&cat=0&qq=iframe

Third, create a custom thank-you email responder:
- Video: https://www.youtube.com/watch?v=XQhVau54b48
- Article: https://www.trailblz.com/kb/?action=view&kb=329&cat=0&qq=responder

Here's an example from our nonprofit demo site (feel free to test it with a fake credit card number): http://www.pandamonium.us/donateV2.html

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Poll Watching Mobile App

by Joel Kristenson20. October 2020 11:25

The upcoming election is just a few short weeks away for many of our customers.  Take advantage of our mobile poll watching app to track who has voted: https://www.trailblz.com/kb/?action=view&kb=304&cat=0&qq=poll

This will allow you to pull up your different precincts:



Flag a voter as having voted:



And search for them in your database by the attribute that gets created:



Give us a call if you need a hand setting this up.

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Geocoding and Mapping Your Address Data

by Joel Kristenson9. October 2020 09:21

Today's Tip (Additional Service): take advantage of our geocoding tools to map out segments of your database or your entire universe of constituent records.

1. From the Voters / Donors List, load the records that you want to geocode.

2. Select File > Reporting > Mapping - Select Addresses for Geocoding.



3. Select your accuracy preference and click [OK] (most customers opt for the more accurate option).  This will trigger an email to our support team to begin the geocoding process on the selected addresses.

4. You will be sent an invoice for the service, and a notification once complete (expect 1-2 business days).

5. Launch the Trail Blazer IQ mapping tool by following File > Reporting > Launch TrailBlazerIQ (mapping)...



6. You can then view your data on a map and perform a variety of tasks with it, such as drawing turfs around the selected points that you want to canvass, call, or send direct mail to.



Related video: https://www.youtube.com/watch?v=TTGEihGDZwU

Give us a call for help: 1-866-909-8700

More Additional Serviceshttps://www.trailblz.com/Support/AdditionalServices

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The Colorado State Voter Database Has Been Updated

by Joel Kristenson2. October 2020 10:36

For customers located in Colorado: the state voter database has been updated.
Tutorial for importing from a state db: https://www.trailblz.com/kb/?action=view&kb=335&cat=0&qq=state

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