It's that time of year where organizations that run on a calendar year will need to update their default cycle in their database, here's how: https://trailblz.com/kb/?action=view&kb=1358&cat=0&qq=cycle

Happy New Year everyone!

To kick off the new decade, we want to make sure that your entire team is setup for success with your Trail Blazer account.  One way to ensure this is to verify that all of your new hires, volunteers, etc., have been setup with their own unique login account, and that they've attended our free introduction training class (offered twice a week).

Setup a New User: https://trailblz.com/kb/?action=view&kb=67&cat=0&qq=user

Signup for Free Introduction Training: https://www.trailblz.com/LearningResources/Events

Happy New Year everyone.  Thank you for a fantastic year!  We look forward to even better things to come in 2020.

Note: Our office hours will be limited this week.  We'll be closed Tuesday afternoon (12/31) and all day Wednesday (1/1).

Have you configured your donation auto-responder so that your donors get a custom email acknowledgement when they donate through your website?  If not, learn how to do that here:

Article: https://trailblz.com/kb/?action=view&kb=329&cat=0&qq=responder

Video: https://www.youtube.com/watch?v=XQhVau54b48

Did you know that the owner of Trail Blazer is an avid table tennis player? Jim and his wonderful wife are also highly skilled ballroom dancers. Here's a video by Blue Cross and Blue Shield of MN that features them (Better With Age) https://www.youtube.com/watch?v=Cnc-uwRD-J8

It's that time of year for our nonprofit clients to begin preparing for year-end tax statements.  These resources should help to get you from a to b, but as always, please lean on our support team if you need a hand.

Article No1: https://trailblz.com/kb/?action=view&kb=246&cat=0&qq=year

Article No2: https://trailblz.com/kb/?action=view&kb=313&cat=0&qq=year

Video: https://www.youtube.com/watch?v=MUVSUTciwaU

Thanking supporters (whether that's donors, voters, volunteers, or anyone else) is absolutely critical to an organization's mission.

We have a variety of tools built into your Trail Blazer database that make this process streamlined.  You can learn more by watching the video and reading the article below.

Video: https://www.youtube.com/watch?v=lj36El_dj00

Article: https://trailblz.com/kb/?action=view&kb=1379&cat=0&qq=thank

Good luck to everyone that has an election today!
We have a variety of tools and tips that will help you track votes and GOTV efforts.  Learn more here: https://trailblz.com/kb/?action=search&qq=poll&cat=0&con=0

Read this article to learn about our company's roots, as well as a brief bio on our team members: https://www.trailblz.com/expert-articles/post/who-we-are-trail-blazer

Learn the ins-and-outs of attaching PDF documents to your mass email campaigns: https://trailblz.com/kb/?action=search&qq=pdf&cat=0&con=0

It's national "Get To Know Your Customers Day" (yep, that's a real thing..), and we want to hear from you!

We hear from a lot of our customers on a regular basis as you dig into different parts of the Trail Blazer program.  Please make sure to reach out if there's something you need a hand with (or if there's something you wish we had in our desktop app or mobile apps)!

Support Phone: 1-866-909-8700 (9-5 M-F)

Support Email: support@trailblz.com

About a year or two ago we had a request from a customer to be able to add a primary contact person on an organization/company record.  This video shows how you can do that: https://www.youtube.com/watch?v=s7niz44LmcQ

Tracking relationships in your Trail Blazer database has many uses. Learn how to link records together, and how to create your own custom relationship types: https://trailblz.com/kb/?action=view&kb=343&cat=0&qq=relationship

Dear valued customers. Please give us a like and a follow on our social media accounts. This way you'll stay in the know while you're on the go.

Facebook: https://www.facebook.com/TrailBlazerCampaignServices/

Twitter: https://twitter.com/TrailBlazerSoft

Make sure to update to the latest version of the Trail Blazer Basecamp app on your iOS device.

Download Here: https://apps.apple.com/us/app/trail-blazer-basecamp/id1219460381

Learn some of the basics and more advanced tools and tricks of email design with Trail Blazer: 20 Minute Tutorial

Training is absolutely critical to your organization's success with Trail Blazer.  Make sure you take advantage of our free Introduction Training Class (offered twice a week): https://www.trailblz.com/LearningResources/Events

Did you know it's very easy to customize your donation amounts and descriptions on your TB donation forms?  Here's how.

Example

We have scheduled server maintenance that will affect the following services: 

• -   Email Services (mass emailing) – service will be down Friday September 13^th from 1:30 PM to 5:30 PM
• -   RDP (primarily Mac Users) – service will be down Saturday September 14^th from 6:00 PM to 11:59 PM
• -   New installations of Trail Blazer software will not be available Saturday September 14^th from 6:00 PM to 11:59 PM 

All times listed are Central Time. 

Please do not schedule any emails to send during this time period. If you plan to send a campaign earlier that day feel free to contact us if you have any questions or concerns. 

We recently put out a new version of our Android app (click here to download) and would like you to become a beta tester!

Simply click the link on the Google Play Store to put in a request for the beta version (screenshots below).

Step 1

Step 2

If you want to test the beta on an iDevice, please contact us with the email associated with that device (support@trailblz.com).

As always, let us know if you discovery any issues, or if have a development request.

Welcome back from the Labor Day weekend! Hopefully everyone got some R & R.

If you've ever struggled with duplicates in your database, there are many remedies that you may not be aware of.  Read these articles to learn more about de-duping your contact records: https://trailblz.com/kb/?action=search&qq=dupe&cat=0&con=0

A few years back, by popular demand, we released our Dashboard tools.  This allows you to quickly find important statistics in your database.  There are currently around 20 different predefine "metrics" to chose from, and you can also build and save your own.

You can learn more with the help resources below or by contacting our Support team.

Article: How to Use the New Dashboard Features

Video: Donor Retention Dashboard

The example below provides a snapshot of how much money has been raised year-by-year.