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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Let Us Know What You Need

by Joel Kristenson17. October 2019 12:13

It's national "Get To Know Your Customers Day" (yep, that's a real thing..), and we want to hear from you!

We hear from a lot of our customers on a regular basis as you dig into different parts of the Trail Blazer program.  Please make sure to reach out if there's something you need a hand with (or if there's something you wish we had in our desktop app or mobile apps)!

Support Phone: 1-866-909-8700 (9-5 M-F)

Support Email: support@trailblz.com

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Adding a Primary Contact Relationship to an Organization

by Joel Kristenson14. October 2019 09:42

About a year or two ago we had a request from a customer to be able to add a primary contact person on an organization/company record.  This video shows how you can do that: https://www.youtube.com/watch?v=s7niz44LmcQ

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Linking Records with Relationships

by Joel Kristenson9. October 2019 12:23

Tracking relationships in your Trail Blazer database has many uses. Learn how to link records together, and how to create your own custom relationship types: https://trailblz.com/kb/?action=view&kb=343&cat=0&qq=relationship

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Being Social

by Joel Kristenson4. October 2019 13:07

Dear valued customers. Please give us a like and a follow on our social media accounts. This way you'll stay in the know while you're on the go.

Facebook: https://www.facebook.com/TrailBlazerCampaignServices/

Twitter: https://twitter.com/TrailBlazerSoft


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App Release: Mobile Base Camp iOS Version

by Joel Kristenson30. September 2019 10:04

Make sure to update to the latest version of the Trail Blazer Basecamp app on your iOS device.

Download Here: https://apps.apple.com/us/app/trail-blazer-basecamp/id1219460381

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Email Design 101

by Joel Kristenson26. September 2019 10:58

Learn some of the basics and more advanced tools and tricks of email design with Trail Blazer: 20 Minute Tutorial

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Take Advantage of FREE Training!

by Joel Kristenson19. September 2019 09:22

Training is absolutely critical to your organization's success with Trail Blazer.  Make sure you take advantage of our free Introduction Training Class (offered twice a week): https://www.trailblz.com/LearningResources/Events


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Customize Donation Amounts

by Joel Kristenson16. September 2019 14:20

Did you know it's very easy to customize your donation amounts and descriptions on your TB donation forms?  Here's how.

Example

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