Trail Blazer IQ Dashboards

11 July 2023 Joel-Kristenson

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).

Office Closed July 3rd & July 4th

30 June 2023 Joel-Kristenson

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.

Free Training

16 June 2023 Joel-Kristenson

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.

New Feature: Set your "Default" Log Type

07 February 2023 Joel-Kristenson

With the latest software release, you can now set your default Log Type.  This can be useful if you typically use a specific log type, such as "Phone".

To set this up, navigate to Logs > Log > Click the Log Type drop-down > select "<Set default>", and choose your default option.



Tip: you can right-click the Log Type drop-down and select [+ New] to quickly create a new option.

New Email Merge Fields - Contribution Tables

23 January 2023 Joel-Kristenson

You can now use the email system to insert a table of contributions by date-range.  For instance, you can provide a breakdown of all donations someone made in 2022, with a total at the bottom.

Inserting the Merge Field


How the Merge Field Appears to the Recipient

Tracking Email Opens

03 January 2023 Joel-Kristenson

Happy New Year!  For this tip - we are going to talk about how to track if an email recipient is opening your emails or not.  First, open their record.  Then navigate to the "Logs" tab, and the Email Log sub-tab.  That is where you can view if someone has opened an email, when they did, and what links they clicked on.  Here's an example:

Integrated Web Forms

12 December 2022 Joel-Kristenson

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

Importing Spreadsheets

15 November 2022 Joel-Kristenson

Check out these resources to learn how to import spreadsheets of contact or donation data into your Trail Blazer database.