Free, Unlimited Training

Whether you are a new user or a power user, there's always more to learn. Make use of unlimited free training on any topic of your choice. Register here.

Training Topics

Introduction Class: learn how to add contacts and donations, run search queries and create reports, create thank-you letters, and how to utilize the Knowledge Base and YouTube channel.
Finance Training Part I: create payees, enter invoices, make payments, create deposits.
Finance Training Part II: bank reconciliation.
FEC Reporting: create your first report, identify and resolve errors, store your password and upload your report.
Field Training: create canvassing scripts, create turfs (mapping), use the mobile app or paper walk lists, analyze results.
Emails and Eblasts: create a mass email campaign, track links, email template design, add / re-size images, track results.
Event Management: set up an event with tickets and products. Track attendees and track if attendees came to the event or not.

Viewing Canvasser's Location and Progress

Did you know you can view where a canvasser is while door knocking?  The Trail Blazer IQ map will show their location when they save a canvassing survey.  You can also tap on their location marker on the map to view other details such as how many houses that canvasser has knocked on.

Expand the Canvassing drop-down and toggle on Canvassers.

New Feature Alert: Export to Excel

In the latest release of the desktop application (v8.4.2326.8) you can export directly to Microsoft Excel.  The system will default to this option.  If you prefer to export to a .CSV file you can select .CSV from the drop-down.

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.