New Email Merge Fields - Contribution Tables

by Joel Kristenson23. January 2023 08:30

You can now use the email system to insert a table of contributions by date-range.  For instance, you can provide a breakdown of all donations someone made in 2022, with a total at the bottom.

Inserting the Merge Field


How the Merge Field Appears to the Recipient

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Year-End Tax Statements

by Joel Kristenson17. January 2023 11:35

It's that time of year again for nonprofits.  The resources below walk through the steps to generate and print your year-end tax statements.

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

Article 1: https://www.trailblz.com/kb/?action=view&kb=313&cat=0&qq=tax

Article 2: https://www.trailblz.com/kb/?action=view&kb=246&cat=0&qq=tax

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Updating the Cycle / Calendar Year

by Joel Kristenson11. January 2023 11:41

For many organizations, 2023 means updating the cycle in your database.  Here's how: https://www.trailblz.com/kb/?action=view&kb=312&cat=0&qq=cycle

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Tracking Email Opens

by Joel Kristenson3. January 2023 11:29

Happy New Year!  For this tip - we are going to talk about how to track if an email recipient is opening your emails or not.  First, open their record.  Then navigate to the "Logs" tab, and the Email Log sub-tab.  That is where you can view if someone has opened an email, when they did, and what links they clicked on.  Here's an example:

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Office Hours for Christmas and New Year's

by Joel Kristenson19. December 2022 08:03

Our office will be closed on these dates to celebrate Christmas and the New Year:

  • Friday, December 23
  • Monday, December 26
  • Friday afternoon, December 30
  • Monday, January 2

Happy holidays!


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Integrated Web Forms

by Joel Kristenson12. December 2022 09:33

Trail Blazer has a variety of forms that you can use to automatically collect data through your website.  They include:

  • Donations
  • Email sign-ups
  • Volunteer sign-up
  • General "contact us" forms
 
When someone fills out a form, they will automatically receive a thank-you email, and all of the data they enter will auto-populate into your CRM.

Check out this video to learn how to set up integrated formshttps://www.youtube.com/watch?v=YYJOszM9CoU

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Importing Spreadsheets

by Joel Kristenson15. November 2022 12:17

Check out these resources to learn how to import spreadsheets of contact or donation data into your Trail Blazer database.


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Donor Retention Dashboard Widget

by Joel Kristenson4. November 2022 10:44

Check out this video to learn how to use the donor retention dashboard widget: https://www.youtube.com/watch?v=DhECm2BpyF8

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New Feature Alert: Filter Houses by Precinct Code

by Joel Kristenson26. October 2022 08:34

You can now filter your map by precinct code:

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Trail Blazer On-The-Go

by Joel Kristenson13. October 2022 13:05

Get access to your records from wherever you are by downloading our free mobile app for iPhone and Android.

Apple App Store: https://apps.apple.com/us/app/trail-blazer-basecamp/id1219460381
Google Play Store: https://play.google.com/store/apps/details?id=com.trailblz.basecamp


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Advanced Search Query Techniques

by Joel Kristenson29. September 2022 08:42

Have you ever needed to find a constituent record by special search criteria?  Learn advanced search query techniques to find records by exact name, a partial name, a blank field, etc.  https://www.trailblz.com/kb/?action=view&kb=115&cat=0&qq=wildcard

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Find donors who gave last year, but not this year

by Joel Kristenson20. September 2022 08:30


Learn how to find donors who gave last year, but not this yearhttps://www.youtube.com/watch?v=DhM_PHZzS7s


You can then save this search as a favorite for future use: https://www.trailblz.com/kb/?action=view&kb=204&cat=0&qq=favorite


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Find New Donors

by Joel Kristenson6. September 2022 09:17

Check out our latest help video to learn how to find new donors in your database: https://www.youtube.com/watch?v=GMga6qrDsQY

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Political Software Review

by Joel Kristenson30. August 2022 12:08

To our political software users, we would like to request that you provide a review of our software on Capterrahttps://reviews.capterra.com/new/55438/29344bf1-ffd2-46d2-b6a0-28c17eac0fad?lang=en

This should only take around 5 minutes, and you will receive a $10 gift card as a thank you.  Your reviews help us to gain exposure on a website that many campaigns use when researching tools to use for their race.

Thank you!

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User Management

by Joel Kristenson23. August 2022 11:37

Every-so-often it's good to take stock of who your active database users are.  There may be some people that you need to set up with their own login account, and old users that no longer need access.  Here's how:


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Tracking the Activity Trail / Session Logs

by Joel Kristenson10. August 2022 09:39

Check out this new video by Kevin: https://www.youtube.com/watch?v=vmsv50JvnGg

It will teach you how to see who made changes to certain fields in your database, and how to track the session logs for what work is being done.

Note: this feature requires 'admin' access.

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Geocoding Address Data for Mapping

by Joel Kristenson14. July 2022 13:41

Learn how to geocode your address data so that you can visually work with it on a map.

Watch now: https://www.youtube.com/watch?v=lFKzMfqQU94


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Filtered Contribution Reports

by Joel Kristenson6. July 2022 09:37

Creating filtered contribution reports is a powerful tool in your database.  One example is if you want to see what donors have given year-by-year.

The links below provide a walkthrough on how to go through the steps.

Article: https://www.trailblz.com/kb/?action=view&kb=302&cat=0&qq=filter

Video 1: https://www.youtube.com/watch?v=JAWAtubEcDU

Video 2: https://www.youtube.com/watch?v=DcdB1BKOF7A

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Office Closed for the 4th of July

by Joel Kristenson1. July 2022 08:58

Our office will be close on Monday, July 4th.

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Tidying Up Your Database

by Joel Kristenson16. June 2022 09:28

Does your database have duplicate contact records?  Learn the ins-and-outs of how to find duplicates and clean them up.

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

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

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Wealth Screening for Donors and Prospects

by Joel Kristenson25. May 2022 08:10

With our DonorSearch integration you can now perform valuable wealth analysis on your donors and prospects.  DonorSearch draws on information (like previous giving history) and current assets to determine a donor's wealth potential.

Learn more: https://www.trailblz.com/kb/?action=view&kb=1388&cat=0&qq=wealth

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New Feature Alert: Merging by Name and Cell Phone Number

by Joel Kristenson5. May 2022 11:39

A new merge option was added in a recent software update.  You can now merge duplicate contact records where their name and cell phone number matches.  Here's how:

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Version 7 is Being Retired

by Joel Kristenson19. April 2022 07:43

Important: this is a friendly reminder that if you haven't yet upgraded from version 7 to version 8, you'll want to do so soonVersion 7 will be retired on 4/30/22.

To see what version you are on, look in the very upper-left of the desktop application.  If it starts with a 7, you'll want to go through the steps in this video: https://www.youtube.com/watch?v=TD0DujGGsX0

Note: if the link above doesn't work when you click on it, you can copy and paste it into a browser.

Please contact our support team if you need assistance.

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Orientation Training (Free)

by Joel Kristenson18. April 2022 08:13

Take advantage of our free orientation training in order to get new users up to speed on how to:

- Navigate the application
- Add new contact records
- Enter contributions
- Create and save custom searches and reports (formats)
- Create and save thank you letter templates

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Office Closure for Good Friday

by Joel Kristenson14. April 2022 12:32

Our office will be closed tomorrow afternoon (4/15) for Good Friday.

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