New Feature: Set your "Default" Log Type

With the latest software release, you can now set your default Log Type.  This can be useful if you typically use a specific log type, such as "Phone".

To set this up, navigate to Logs > Log > Click the Log Type drop-down > select "<Set default>", and choose your default option.



Tip: you can right-click the Log Type drop-down and select [+ New] to quickly create a new option.

New Email Merge Fields - Contribution Tables

You can now use the email system to insert a table of contributions by date-range.  For instance, you can provide a breakdown of all donations someone made in 2022, with a total at the bottom.

Inserting the Merge Field


How the Merge Field Appears to the Recipient

Tracking Email Opens

Happy New Year!  For this tip - we are going to talk about how to track if an email recipient is opening your emails or not.  First, open their record.  Then navigate to the "Logs" tab, and the Email Log sub-tab.  That is where you can view if someone has opened an email, when they did, and what links they clicked on.  Here's an example:

Integrated Web Forms

Trail Blazer has a variety of forms that you can use to automatically collect data through your website.  They include:

  • Donations
  • Email sign-ups
  • Volunteer sign-up
  • General "contact us" forms
 
When someone fills out a form, they will automatically receive a thank-you email, and all of the data they enter will auto-populate into your CRM.

Check out this video to learn how to set up integrated formshttps://www.youtube.com/watch?v=YYJOszM9CoU

Importing Spreadsheets

Check out these resources to learn how to import spreadsheets of contact or donation data into your Trail Blazer database.