Year-End Tax Statements

by Joel Kristenson2. December 2019 10:24

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

 

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Office Hours This Week

by Joel Kristenson25. November 2019 16:49

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Logging Interactions in Trail Blazer

by Joel Kristenson12. November 2019 15:04
Today's tip: learn how to log conversations with your contacts by utilizing *Log Notes*

Article No1: https://trailblz.com/kb/?action=view&kb=76

Article No2: https://trailblz.com/kb/?action=view&kb=79

Article No3:
https://trailblz.com/kb/?action=view&kb=173

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make sure to thank them

by Joel Kristenson7. November 2019 11:39

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

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Election Day Procedures

by Joel Kristenson5. November 2019 08:26

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

 

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Who We Are: Trail Blazer

by Joel Kristenson30. October 2019 14:50

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

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Attaching PDF Docs to your Mass Email Campaigns

by Joel Kristenson22. October 2019 14:36

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

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Let Us Know What You Need

by Joel Kristenson17. October 2019 12:13

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

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Adding a Primary Contact Relationship to an Organization

by Joel Kristenson14. October 2019 09:42

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

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Linking Records with Relationships

by Joel Kristenson9. October 2019 12:23

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

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Being Social

by Joel Kristenson4. October 2019 13:07

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


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App Release: Mobile Base Camp iOS Version

by Joel Kristenson30. September 2019 10:04

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

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Email Design 101

by Joel Kristenson26. September 2019 10:58

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

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Take Advantage of FREE Training!

by Joel Kristenson19. September 2019 09:22

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


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Customize Donation Amounts

by Joel Kristenson16. September 2019 14:20

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

Example

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Android Beta Testers Wanted

by Joel Kristenson9. September 2019 10:58

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.

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