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
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
Our office will be close on Monday, July 4th.
Does your database have duplicate contact records? Learn the ins-and-outs of how to find duplicates and clean them up.
Video: https://www.youtube.com/watch?v=6Yue7DjNA_8
Articles: https://www.trailblz.com/kb/?action=search&qq=duplicate&cat=0&con=0
With our DonorSearch integration you can now perform valuable wealth analysis on your donors and prospects. DonorSearch draws on information (like previous giving history) and current assets to determine a donor's wealth potential.
Learn more: https://www.trailblz.com/kb/?action=view&kb=1388&cat=0&qq=wealth
A new merge option was added in a recent software update. You can now merge duplicate contact records where their name and cell phone number matches. Here's how:
Important: this is a friendly reminder that if you haven't yet upgraded from version 7 to version 8, you'll want to do so soon. Version 7 will be retired on 4/30/22.
To see what version you are on, look in the very upper-left of the desktop application. If it starts with a 7, you'll want to go through the steps in this video: https://www.youtube.com/watch?v=TD0DujGGsX0
Note: if the link above doesn't work when you click on it, you can copy and paste it into a browser.
Please contact our support team if you need assistance.
Take advantage of our free orientation training in order to get new users up to speed on how to:
- Navigate the application
- Add new contact records
- Enter contributions
- Create and save custom searches and reports (formats)
- Create and save thank you letter templates
Our office will be closed tomorrow afternoon (4/15) for Good Friday.
Mark has been hard at work updating our help videos on YouTube. Check out the latest video on how to write contribution thank you letters: https://www.youtube.com/watch?v=_O4PXrfBffY
Tip: subscribe to our channel to stay up-to-date as new videos are released.
New help video -- learn how to utilize our powerful search engine to build custom queries: https://www.youtube.com/watch?v=m3xgkhDq0yA
You can subscribe to our YouTube Channel to stay up-to-date on the latest videos that we publish: https://www.youtube.com/c/TrailBlazerSoftware/
Formatting (reporting) is one of the most important tools in your Trail Blazer CRM. It allows you to quickly analyze data that is important to you. We highly recommend reading through the article and watching the videos below, as they will show you how to save your own *default format* for future use.
Build and Save a Default Format: https://www.trailblz.com/kb/?action=view&kb=272&cat=0&qq=format
Video Playlist - Reporting: https://www.youtube.com/playlist?list=PLgwwHL9t2abT6S0U8ePW8YzXMBgNjC3YM
Please call our support team if you need a hand: 1-866-909-8700
Important: if you haven't yet upgraded from version 7 to version 8, you'll want to do so soon. There are many important bug fixes, performance enhancements, and software upgrades that are included in version 8.
To see what version you are on, look in the very upper-left of the application. If it starts with a 7, you'll want to go through the steps in this video: https://www.youtube.com/watch?v=TD0DujGGsX0
For our nonprofit customers, it's that time of the year again. The resources below will provide a nice refresher on how to create and send a year-end tax statement.
Video: https://www.youtube.com/watch?v=MUVSUTciwaU
Article: https://www.trailblz.com/kb/?action=view&kb=313&cat=0&qq=tax