Check out our new help video to learn how to create beautiful mobile-friendly email templates with Stripo. Stripo offers a free entry-level subscription, which would allow you to create a template that can then be saved inside of your Trail Blazer database.
Video link: https://www.youtube.com/watch?v=G0oRATd_Gkg
Interested in acquiring updated cell phone numbers for the constituents in your database? You can utilize our partnership with Melissa Data to refresh your data set. Check out our additional services page to learn more: https://www.trailblz.com/Support/AdditionalServices
Spring is a great time to clean up data in your Trail Blazer database. Whether that be mailing addresses, duplicate contact records, cell phone numbers, or something else.
If you would like to refresh a segment, or all of your address records, we provide this ala carte service. Simply send in an email to tech support to receive a price quote: support@trailblz.com
Additional Services: https://www.trailblz.com/Support/AdditionalServices
A new mobile app update was released today. You can now add lawn sign records directly from a voter's contact record. Watch this short video to learn how: https://www.youtube.com/watch?v=X8HqkXTB7E4
We've released a variety of updates to our mobile app (Trail Blazer Base Camp) and our web app (Trail Blazer IQ). These updates make it easier to track lawn signs while canvassing, and to view those lawn signs on an interactive map.
Video: https://www.youtube.com/watch?v=1QRX1oOObAE
Article: https://www.trailblz.com/kb/?action=view&kb=1391&cat=0&qq=lawn
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.
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
It's that time of year again for nonprofits. The resources below walk through the steps to generate and print your year-end tax statements.
Video: https://www.youtube.com/watch?v=MUVSUTciwaU
Article 1: https://www.trailblz.com/kb/?action=view&kb=313&cat=0&qq=tax
Article 2: https://www.trailblz.com/kb/?action=view&kb=246&cat=0&qq=tax
For many organizations, 2023 means updating the cycle in your database. Here's how: https://www.trailblz.com/kb/?action=view&kb=312&cat=0&qq=cycle
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:
Our office will be closed on these dates to celebrate Christmas and the New Year:
- Friday, December 23
- Monday, December 26
- Friday afternoon, December 30
- Monday, January 2
Happy holidays!
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 forms: https://www.youtube.com/watch?v=YYJOszM9CoU
Check out these resources to learn how to import spreadsheets of contact or donation data into your Trail Blazer database.
Check out this video to learn how to use the donor retention dashboard widget: https://www.youtube.com/watch?v=DhECm2BpyF8
You can now filter your map by precinct code:
Get access to your records from wherever you are by downloading our free mobile app for iPhone and Android.
Apple App Store: https://apps.apple.com/us/app/trail-blazer-basecamp/id1219460381
Google Play Store: https://play.google.com/store/apps/details?id=com.trailblz.basecamp
Have you ever needed to find a constituent record by special search criteria? Learn advanced search query techniques to find records by exact name, a partial name, a blank field, etc. https://www.trailblz.com/kb/?action=view&kb=115&cat=0&qq=wildcard
Learn how to find donors who gave last year, but not this year: https://www.youtube.com/watch?v=DhM_PHZzS7s
You can then save this search as a favorite for future use: https://www.trailblz.com/kb/?action=view&kb=204&cat=0&qq=favorite
Important: the remote desktop app (primarily for Mac users) will be unavailable this Saturday (9/17) from 8:00 PM CT to 12:00 AM CT (9/18).
Check out our latest help video to learn how to find new donors in your database: https://www.youtube.com/watch?v=GMga6qrDsQY
To our political software users, we would like to request that you provide a review of our software on Capterra: https://reviews.capterra.com/new/55438/29344bf1-ffd2-46d2-b6a0-28c17eac0fad?lang=en
This should only take around 5 minutes, and you will receive a $10 gift card as a thank you. Your reviews help us to gain exposure on a website that many campaigns use when researching tools to use for their race.
Thank you!
Every-so-often it's good to take stock of who your active database users are. There may be some people that you need to set up with their own login account, and old users that no longer need access. Here's how:
Check out this new video by Kevin: https://www.youtube.com/watch?v=vmsv50JvnGg
It will teach you how to see who made changes to certain fields in your database, and how to track the session logs for what work is being done.
Note: this feature requires 'admin' access.
Learn how to geocode your address data so that you can visually work with it on a map.
Watch now: https://www.youtube.com/watch?v=lFKzMfqQU94
Creating filtered contribution reports is a powerful tool in your database. One example is if you want to see what donors have given year-by-year.
The links below provide a walkthrough on how to go through the steps.
Article: https://www.trailblz.com/kb/?action=view&kb=302&cat=0&qq=filter
Video 1: https://www.youtube.com/watch?v=JAWAtubEcDU
Video 2: https://www.youtube.com/watch?v=DcdB1BKOF7A