Does your campaign or nonprofit rely on the help of volunteers? Learn how to add a customizable volunteer sign-up form to your website that automatically collects data into your Trail Blazer CRM.
Video 1: https://www.youtube.com/watch?v=YYJOszM9CoU
Video 2: https://www.youtube.com/watch?v=EMhQSRU_IWw
Article 1 (section #2): https://www.trailblz.com/kb/?action=view&kb=214&cat=0&qq=iframe
Article 2 (section #7): https://www.trailblz.com/kb/?action=view&kb=333&cat=0&qq=iframe
Our office will be closed Monday (9/2) for Labor Day.
Learn how to utilize the pivot feature to summarize data.
Watch now: https://www.youtube.com/watch?v=7hjl-vLGn9c
Learn how to set up an event, sell tickets, and track attendees.
Watch now: https://www.youtube.com/watch?v=5FVnO1WJQc8
Learn how easy it is to drag-and-drop merge duplicate contact records: https://www.trailblz.com/kb/?action=view&kb=251&cat=0&qq=merge
Do you want to automatically collect data from your website into your Trail Blazer CRM? Here's how:
- Video: https://www.youtube.com/watch?v=YYJOszM9CoU
- Article 1: https://www.trailblz.com/kb/?action=view&kb=214&cat=0&qq=iframe
- Article 2: https://www.trailblz.com/kb/?action=view&kb=333&cat=0&qq=iframe
This can be useful for collecting donations, email sign-ups, and volunteer sign-ups.
Learn how to draw a turf around houses on a map and how to access those turfs in your Trail Blazer desktop application. This can be useful for door-knocking, creating direct mail lists, and more.
Watch now: https://www.youtube.com/watch?v=TTGEihGDZwU
Our office will be closed Monday the 27th for Memorial Day.
Did you know you can view where a canvasser is while door knocking? The Trail Blazer IQ map will show their location when they save a canvassing survey. You can also tap on their location marker on the map to view other details such as how many houses that canvasser has knocked on.
Expand the Canvassing drop-down and toggle on Canvassers.
Learn how to add attributes to your integrated Trail Blazer donation form. This can be useful for a number of reasons, such as asking donors if they want to volunteer, how they heard about your organization, which mass email communications would they like to subscribe to, and more.
Watch now: https://www.youtube.com/watch?v=EMhQSRU_IWw
Example form: https://www.trailblz.info/demononprofit_joel/Donations.aspx?ver=2&international=1
Check out our video playlist on building reports and how to analyze your data: https://www.youtube.com/playlist?list=PLgwwHL9t2abT6S0U8ePW8YzXMBgNjC3YM
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
