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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Maintenance – RDP and Email

by Kevin11. September 2019 12:14

 

We have scheduled server maintenance that will affect the following services: 

  • -   Email Services (mass emailing) – service will be down Friday September 13th from 1:30 PM to 5:30 PM
  • -   RDP (primarily Mac Users) – service will be down Saturday September 14th from 6:00 PM to 11:59 PM
  • -   New installations of Trail Blazer software will not be available Saturday September 14th from 6:00 PM to 11:59 PM 

 

All times listed are Central Time. 

Please do not schedule any emails to send during this time period. If you plan to send a campaign earlier that day feel free to contact us if you have any questions or concerns. 

 

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Android Beta Testers Wanted

by Joel Kristenson9. September 2019 10:58

We recently put out a new version of our Android app (click here to download) and would like you to become a beta tester!

Simply click the link on the Google Play Store to put in a request for the beta version (screenshots below).

Step 1

 

Step 2

 

If you want to test the beta on an iDevice, please contact us with the email associated with that device (support@trailblz.com).

As always, let us know if you discovery any issues, or if have a development request.

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"De-Duping" your Database

by Mark Panger4. September 2019 09:54

Welcome back from the Labor Day weekend! Hopefully everyone got some R & R.

If you've ever struggled with duplicates in your database, there are many remedies that you may not be aware of.  Read these articles to learn more about de-duping your contact records: https://trailblz.com/kb/?action=search&qq=dupe&cat=0&con=0

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Dashboard - Quick Stats at your Fingertips

by Mark Panger10. July 2019 13:56

A few years back, by popular demand, we released our Dashboard tools.  This allows you to quickly find important statistics in your database.  There are currently around 20 different predefine "metrics" to chose from, and you can also build and save your own.

You can learn more with the help resources below or by contacting our Support team.

Article: How to Use the New Dashboard Features

Video: Donor Retention Dashboard

The example below provides a snapshot of how much money has been raised year-by-year.

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