In the latest release of the desktop application (v8.4.2326.8) you can export directly to Microsoft Excel. The system will default to this option. If you prefer to export to a .CSV file you can select .CSV from the drop-down.
Learn how to use the Trail Blazer email designer to create templates, upload images, send mass email campaigns, and track email analytics.
Video: https://www.youtube.com/watch?v=QAAvHVxFHww
Article: https://www.trailblz.com/kb/?action=view&kb=27&cat=0&qq=email
Learn how to geocode your address data in order to visualize it on the Trail Blazer IQ map feature.
Video link: https://www.youtube.com/watch?v=lFKzMfqQU94
Trail Blazer IQ login: https://trailblazeriq.com/admin/#/workspace
Our office will be closed Friday (3/29) at 12pm and we will reopen on Monday (4/1) at 8am.
Are your donors getting thanked in a timely fashion for the gifts they provide? Learn how to create a thank-you letter template and track which donations have been acknowledge.
Watch now: https://www.youtube.com/watch?v=lj36El_dj00&list=PLgwwHL9t2abQat53fYGw3K9yCi6-Oq1ZY&index=1
Read an article: https://www.trailblz.com/kb/?action=view&kb=1379&cat=0&qq=thank
We've released some new updates to the Trail Blazer IQ web app. Such as the "Fundraising" section on the left-hand menu.
You can log into your workspace to test out the changes here: https://trailblazeriq.com/admin/#/workspace
This article walks through the steps to add a checkbox for donors to optionally cover your merchant gateway payment processing fee for donations and event ticket sales: https://www.trailblz.com/kb/?action=view&kb=1378&cat=0&qq=fee
This page provides an example of how the form can look: http://www.pandamonium.us/donateV2.html
Learn the ins-and-outs of managing duplicate contact records in your database.
Watch Now: https://www.youtube.com/watch?v=6Yue7DjNA_8
It's that time of the year for many nonprofits to begin preparing year-end tax letters. These resources walk through the steps:
Trail Blazer now offers a number of 3rd party app integrations via Zapier. To use this tool, log into your Trail Blazer IQ Workspace (https://trailblazeriq.com/admin/#/workspace) > click the user icon in the top-right > select Settings > select Zapier. You can then connect your Trail Blazer account your many 3rd party apps, such as DonorBox and PayPal.
Do you have new team members that need to be trained? Sign up for our free orientation class which is offered on Tuesday and Thursday each week: https://www.trailblz.com/LearningResources/Events
Learn how to use the "AND" and the "NOT" statement to find donors who gave last year but unfortunately not yet this year (LYBUNT): read now
We released a new version of the desktop application this morning. If you received an error when opening an email campaign over the last few days, this update fixes that error. Click the launch hyperlink on our download page: https://www.trailblz.com/desktop/
Learn how to upload attachments to your System Gallery, and how to then attach those documents into a mass email campaign: https://www.trailblz.com/kb/?action=view&kb=346&cat=0&qq=attach
Pivot reports are a powerful way to summarize data. For instance, you might want to get a breakdown of likely voters by precinct. Or you may want to see a total number of donations for each fund that you track. This video walks through the steps: https://www.youtube.com/watch?v=7hjl-vLGn9c
If you have a constituent in your database that has passed away, or does not want to be contacted, but you want to hold onto their information, you can utilize the "NOT Attribute". Here's how: https://www.trailblz.com/kb/?action=view&kb=247&cat=0&qq=contact
Your Trail Blazer account comes with unlimited mass email campaigns. Learn everything you need to know about designing emails, tracking analytics, creating trackable links, adding PDF attachments, and much more.
Video Playlist: https://www.youtube.com/playlist?list=PLgwwHL9t2abRUvBVQpwjtaSSmZA1mNbDc
KB Articles: https://www.trailblz.com/kb/?action=list&cat=17
Our offices will be closed on Monday, September 4th for Labor Day.
Attributes are one of the most useful features in your Trail Blazer database. They allow you track a wide-range of items, such as volunteer roles, mailing segments, custom contact types, preferred contact methods, and much more. Learn how to create custom attribute folders and attribute items: https://www.trailblz.com/kb/?action=view&kb=182&cat=0&qq=attribute
Example Attribute Tree
Learn how to mass update a list of contact records with an attribute (tag): https://www.youtube.com/watch?v=I30nQB4AzjA
If you ever need to increase the text size when reading a log note, you can do this by holding down the CTRL button on your keyboard, and using the scroll wheel on your mouse to zoom in. The images below show an example.
Check out some of the new dashboard widgets by logging into your Trail Blazer IQ workspace.
To launch Trail Blazer IQ from within the desktop CRM you will go to Voters / Donors > File > Reporting> Launch Trail Blazer IQ (Mapping).
Have you used our canvassing app for door-knocking? If not, learn how Mobile Base Camp can save your volunteers time when canvassing neighborhoods: https://www.trailblz.com/Political-Campaign-Software/Mobile-Base-Camp
Download links: https://www.trailblz.com/Download
Our office will be closed Monday (July 3rd) and Tuesday (July 4th) for Independence Day. We will monitor emails and voicemails on Monday; please get in touch with tech support if you have an emergency.
Do you have new team members that need to get up to speed on the day-to-day use of Trail Blazer?
Register for free orientation training: https://www.trailblz.com/LearningResources/Events
This introduction class covers:
- ◉ Navigating the application
- ◉ Running search queries and saving a search favorite
- ◉ Building and saving customer formats (reports)
- ◉ Adding a new contact record and a new donation
- ◉ Creating and saving thank-you letter templates
- ◉ Utilizing the Knowledge Base and YouTube Channel
Once completed you can request further training in any topic of your choice.
