Trail Blazer + Zapier

Trail Blazer now offers a number of 3rd party app integrations via Zapier.  To use this tool, log into your Trail Blazer IQ Workspace ( > click the user icon in the top-right > select Settings > select Zapier.  You can then connect your Trail Blazer account your many 3rd party apps, such as DonorBox and PayPal.

Tip: increasing the text size on log notes

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

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

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

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.