Mass Emails

by Joel Kristenson5. September 2023 09:55

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:

KB Articles:


Closed for Labor Day - Monday, September 4th

by Joel Kristenson1. September 2023 13:37

Our offices will be closed on Monday, September 4th for Labor Day.


Creating Custom Attribute Tags

by Joel Kristenson21. August 2023 09:50

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

Example Attribute Tree


Assigning an Attribute En Masse

by Joel Kristenson7. August 2023 09:25

Learn how to mass update a list of contact records with an attribute (tag):


Tip: increasing the text size on log notes

by Joel Kristenson27. July 2023 11:47

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.


Trail Blazer IQ Dashboards

by Joel Kristenson11. July 2023 08:48

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).


Mobile Canvassing

by Joel Kristenson5. July 2023 09:29

Have you used our canvassing app for door-knocking?  If not, learn how Mobile Base Camp can save your volunteers time when canvassing neighborhoods:

Download links:


Office Closed July 3rd & July 4th

by Joel Kristenson30. June 2023 14:51

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

by Joel Kristenson16. June 2023 14:27

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
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.


Selling Tickets and Products for Fundraising Event

by Joel Kristenson31. May 2023 10:10

Summer is full of events.  Learn how to use the event features in Trail Blazer to sell tickets and products for your fundraisers.

Example golf tournament event:

Watch now:


New Knowledge Base Tutorial: Using Stripo to Design Mobile-Friendly Email Templates

by Joel Kristenson18. May 2023 11:19

Check out our latest KB tutorial to learn how to design mobile-friendly email templates with Stripo (for free), and how to export and save them in your Trail Blazer database.

Read now:


Covering the Processing Fees

by Joel Kristenson3. May 2023 11:22

Learn how to add the option for your donors and event attendees to optionally cover the payment processing fees


Create Beautiful Mobile-Friendly Email Templates with Stripo

by Joel Kristenson18. April 2023 09:40

Check out our new help video to learn how to create beautiful mobile-friendly email templates with Stripo.  Stripo offers a free entry-level subscription, which would allow you to create a template that can then be saved inside of your Trail Blazer database.

Video link:


Refresh Cell Phone Numbers

by Joel Kristenson23. March 2023 14:22

Interested in acquiring updated cell phone numbers for the constituents in your database?  You can utilize our partnership with Melissa Data to refresh your data set.  Check out our additional services page to learn more:


NCOA Refresh

by Joel Kristenson28. February 2023 13:19

Spring is a great time to clean up data in your Trail Blazer database.  Whether that be mailing addresses, duplicate contact records, cell phone numbers, or something else.

If you would like to refresh a segment, or all of your address records, we provide this ala carte service.  Simply send in an email to tech support to receive a price quote:

Additional Services:


Mobile App Update - Add a Lawn Sign Directly from a Voter's Record

by Joel Kristenson23. February 2023 09:26

A new mobile app update was released today. You can now add lawn sign records directly from a voter's contact record. Watch this short video to learn how:


Tracking Lawn Signs with Mobile Base Camp and Trail Blazer IQ

by Joel Kristenson10. February 2023 09:27

We've released a variety of updates to our mobile app (Trail Blazer Base Camp) and our web app (Trail Blazer IQ).  These updates make it easier to track lawn signs while canvassing, and to view those lawn signs on an interactive map.




New Feature: Set your "Default" Log Type

by Joel Kristenson7. February 2023 13:12

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

by Joel Kristenson23. January 2023 08:30

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


Year-End Tax Statements

by Joel Kristenson17. January 2023 11:35

It's that time of year again for nonprofits.  The resources below walk through the steps to generate and print your year-end tax statements.


Article 1:

Article 2:


Updating the Cycle / Calendar Year

by Joel Kristenson11. January 2023 11:41

For many organizations, 2023 means updating the cycle in your database.  Here's how:


Tracking Email Opens

by Joel Kristenson3. January 2023 11:29

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:


Office Hours for Christmas and New Year's

by Joel Kristenson19. December 2022 08:03

Our office will be closed on these dates to celebrate Christmas and the New Year:

  • Friday, December 23
  • Monday, December 26
  • Friday afternoon, December 30
  • Monday, January 2

Happy holidays!


Integrated Web Forms

by Joel Kristenson12. December 2022 09:33

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


Importing Spreadsheets

by Joel Kristenson15. November 2022 12:17

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


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