Covid-19 Economic Injury Loan for Nonprofits

by Joel Kristenson30. March 2020 11:42
To all of our nonprofit customers that are facing stressful financial situations during the Covid-19 outbreak, we encourage you to look into applying for the government's economic injury loan (grant).  The loan application (it's pretty short on details) can be found here: https://covid19relief.sba.gov/

This short-term loan opportunity (that converts into a grant for nonprofits) can help with your payroll and rent expenses for the next few months.  You can contact your local banking institution to see if they are participating in this program.

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Here to Support You

by Joel Kristenson20. March 2020 16:12



It's a crazy time for our world, to say the least.  With all the uncertainty, we want to reassure you that our team is here to support you with all of your Trail Blazer needs.

Our office hours are still the same (8-5 Central Time M-F) and 24/7 emergency support.  Our team will primarily be working remotely.  Please don't hesitate to call or email us for any support-related questions, to schedule a training, etc.

Be well.

Phone: 1-866-909-8700

Email: support@trailblz.com

Knowledge Base: www.trailblz.com/kb

YouTube Channel: www.youtube.com/trailblazersoftware

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Accessing Trail Blazer Remotely

by Joel Kristenson16. March 2020 09:28

We've received quite a few inquiries on how to access Trail Blazer from home.  The links and tutorials below will help you to get up and running on Mac, PC, smartphone, and tablet.  Please call or email tech support if you need assistance.

Download and login on a PC: https://trailblz.com/kb/?action=view&kb=2&cat=0&qq=pc

Download and login on a Mac: https://trailblz.com/kb/?action=view&kb=255&cat=0&qq=mac

Quick links for downloading on the App Store and Google Play store: https://www.trailblz.com/Download

You can either contact your database admin(s) or tech support if you need your Database Name.

 

 

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Entering Pledges on Mobile Basecamp

by Joel Kristenson10. March 2020 08:49

If you're in the field talking to a prospective donor, you can now enter pledges using the free Mobile Basecamp app.  You can download the app on your iPhone or Android device here: https://www.trailblz.com/Download

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Today's Tip: Using the 'Summary' Function for Reporting

by Joel Kristenson24. February 2020 16:55

Today's tip: you can easily summarize the different columns in your database by clicking on the column header and selecting 'Summarize'. See the two images below for a how-to.

Step 1


Step 2

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Today's Tip: Enabling SCAYT for Spell Checking Emails

by Joel Kristenson18. February 2020 09:18

When working on an email it's useful to make sure your spelling is correct before hitting send (especially for large email campaigns that you're sending from your database).  To enable a spell checker you can follow these steps:

Step 1

Step 2

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Cleaning Up Duplicates

by Joel Kristenson4. February 2020 13:37

Have you cleaned up your duplicate records in a while?  If not, it's a good thing to do on a regular basis, especially if you have a lot of new data being added to your database.  Here's how:

Articles: https://trailblz.com/kb/?action=search&qq=dupe&cat=0&con=0

Video: https://www.youtube.com/watch?v=6Yue7DjNA_8

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Trail Blazer v7 Now Available

by Joel Kristenson27. January 2020 08:37

A new version of Trail Blazer is available for download: https://www.trailblz.com/software/ 

 

You'll need your Database Name the first time you login.  Please contact your database admin or tech support if you need yours.

Note: This is a special download, the first time, going from Version 6 to Version 7 because of some security changes requires a new download.

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Donor Retention Rates

by Joel Kristenson16. January 2020 12:02

Today's tip: learn how to utilize a pre-build dashboard "metric" to track your donor retention rates.  This video shows how: https://www.youtube.com/watch?v=DhECm2BpyF8

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Notice of Server Maintenance Tonight at 11:59 PM CT

by Kevin15. January 2020 09:30

Important: We'll be rebooting our RDP server at 11:59 PM CT tonight.  This reboot should take about 15-30 minutes.  This will affect users running Trail Blazer on a Mac or through a remote desktop connection on a PC.

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Happy 18th Birthday Trail Blazer!

by Joel Kristenson13. January 2020 09:24

Trail Blazer turned 18 years old over the weekend.  We've come a long way since the company's inception back in 2002, and we're looking forward to what's to come!

You can read a brief history here: https://www.trailblz.com/About

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Notice of Server Maintenance Today at 5:00 PM CT

by Joel Kristenson10. January 2020 09:27

Important: We'll be rebooting our RDP server at 5:00 PM CT today.  This reboot should take about 10-15 minutes.  This will affect users running Trail Blazer on a Mac or through a remote desktop connection on a PC.

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Updating your 2020 Cycle / Calendar Year

by Joel Kristenson8. January 2020 11:44

It's that time of year where organizations that run on a calendar year will need to update their default cycle in their database, here's how: https://trailblz.com/kb/?action=view&kb=1358&cat=0&qq=cycle

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Unlimited Users

by Joel Kristenson6. January 2020 08:57

Happy New Year everyone!

To kick off the new decade, we want to make sure that your entire team is setup for success with your Trail Blazer account.  One way to ensure this is to verify that all of your new hires, volunteers, etc., have been setup with their own unique login account, and that they've attended our free introduction training class (offered twice a week).

Setup a New User: https://trailblz.com/kb/?action=view&kb=67&cat=0&qq=user

Signup for Free Introduction Training: https://www.trailblz.com/LearningResources/Events

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Happy New Year

by Joel Kristenson30. December 2019 10:45

Happy New Year everyone.  Thank you for a fantastic year!  We look forward to even better things to come in 2020.

Note: Our office hours will be limited this week.  We'll be closed Tuesday afternoon (12/31) and all day Wednesday (1/1).

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Holiday Hours This Week

by Joel Kristenson23. December 2019 10:07
Notice of holiday hours this week: our office will be closed tomorrow afternoon (12/24) and all day Wednesday (12/25). We'll resume regular business hours on Thursday.

Wishing you all a wonderful holiday season!

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Thank You Auto-Responders

by Joel Kristenson16. December 2019 09:21

Have you configured your donation auto-responder so that your donors get a custom email acknowledgement when they donate through your website?  If not, learn how to do that here:

Article: https://trailblz.com/kb/?action=view&kb=329&cat=0&qq=responder

Video: https://www.youtube.com/watch?v=XQhVau54b48

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Better With Age

by Joel Kristenson12. December 2019 08:29

Did you know that the owner of Trail Blazer is an avid table tennis player? Jim and his wonderful wife are also highly skilled ballroom dancers. Here's a video by Blue Cross and Blue Shield of MN that features them (Better With Age) https://www.youtube.com/watch?v=Cnc-uwRD-J8

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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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