New Help Video: Configuring Email Notifications

by Joel Kristenson23. February 2021 11:29

Check out our latest help video to learn how to configure email notifications for online web occurrences: https://www.youtube.com/watch?v=7USh2wfoq6A

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Today's Tip: What To Do Before Householding

by Joel Kristenson10. February 2021 12:09

Householding your data is a very important piece in maintaining the relationships in your database.  There are a few steps involved to complete this process.  The video below walks through the preliminary steps to get your data in order, prior to running the household utility.  Watch now.

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Building & Saving Formats

by Joel Kristenson25. January 2021 12:19

Learning how to built and save Formats in your database is a critical tool for reporting purposes. This article walks through the steps: https://www.trailblz.com/kb/?action=view&kb=272&cat=0&qq=format

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New Help Video: Set Date Range for Mail Merge Fields

by Joel Kristenson19. January 2021 08:15

Learn how to set the "date range" for merge fieldshttps://www.youtube.com/watch?v=5nL_LvbrShk&feature=youtu.be

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Updating Your Default Cycle / Calendar Year

by Joel Kristenson8. January 2021 15:25

It's that time of the year again where many organizations need to update the default cycle / calendar year in their database.  Here's how: https://www.trailblz.com/kb/?action=view&kb=312&cat=0&qq=cycle

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Kicking Off The New Year

by Joel Kristenson4. January 2021 14:24



Happy 2021!  You'll soon be receiving an email from us with a checklist of items that you may want to dig into for the coming year.  Here is the list if you would like to get a head start.

- all users have attended the free into training (register here)
- everyone has access to Trail Blazer on all devices (Mac, PC, tablets, and smart phones) (download center)
- integrate the Trail Blazer donation form directly with your website
- build an email template and send a mass email
- build a custom dashboard
- sell tickets and products with the event system
- schedule follow up training in any topic (free!)

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Holiday Hours - Christmas & New Years

by Joel Kristenson21. December 2020 10:11

Our hours of operation for this week and next:
- closed Christmas Eve (afternoon)
- closed Christmas Day
- closed New Year's Eve (afternoon)
- closed New Year's Day

Wishing everyone a safe, happy, and healthy holiday season.

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⍣ We Would Love Your Review! ⍣

by Joel Kristenson17. December 2020 08:29

It's been a couple of years since we've kicked off a reviews campaign with our customers.  Many of you have already taken the time to write reviews on some of our different online listings, and we greatly appreciate that!

You can expect to receive a few emails over the next week or so from the team at Gartner Digital Markets.  They will also be sending along an e-gift card for those that post reviews.  If you would like to get a head start, here are the pages we are requesting both our political and nonprofit customers to write a review on.  Thank You!

Capterra (Nonprofit): https://www.capterra.com/p/101648/Trail-Blazer/

Capterra (Political): https://www.capterra.com/p/55438/Trail-Blazer/

Software Advice (Nonprofit): https://www.softwareadvice.com/nonprofit/trail-blazer-profile/

GetApp (Nonprofit): https://www.getapp.com/nonprofit-software/a/non-profit-manager/

GetApp (Political): https://www.getapp.com/marketing-software/a/trail-blazer-campaign-manager/

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Time to Prepare for Year-End Tax Statements

by Joel Kristenson14. December 2020 15:26

For our nonprofit customers, it's time to start preparing your year-end tax statements.  Getting a head start with building your templates with the appropriate text, merge fields, and images, will save you a lot of time when the time comes to generate and mail the letters to your supporters.  These resources should help to get you from A to B, but please don't hesitate to contact our support team if you need a hand.
- 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 Your Address Records with an NCOA Refresh

by Joel Kristenson30. November 2020 09:09

We hope that everyone had a good Thanksgiving!

Today's tip: take advantage of our NCOA refresh services to get the most up-to-date address record for contacts in your database.  This can be done on your entire universe of contacts, or a specific segment.  Our Additional Services page details the cost: https://www.trailblz.com/Support/AdditionalServices

To put in a request for this, please send an email to our Support Team: support@trailblz.com

We'll be able to provide you with a cost / time estimate, and an invoice.

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Office Closed for Thanksgiving (11/26 & 11/27)

by Joel Kristenson19. November 2020 09:05

Our office will be closed next Thursday and Friday for Thanksgiving.
Wishing you all a safe and happy holiday season.

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October was National Cyber Security Awareness Month

by Joel Kristenson4. November 2020 16:09

In observance of National Cyber Security Month (October)https://nationaldaycalendar.com/national-cyber-security-awareness-month-october/

We wanted to provide our customers with some tips for securing your database.


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Automate your Online Donations with Our Integrated Donation Form

by Joel Kristenson28. October 2020 12:22

If you aren't yet taking advantage of our integrated donation form, we would love to help you get it setup!  This form has many benefits:
- money is processed directly into your bank account
- the donor can stay on your website throughout the entire process
- the donor will receive a custom thank-you email
- the data will automatically be collected into your database

First, you'll need to activate a merchant gateway account that we integrate with: https://www.trailblz.com/Credit-Card-Payment-Merchant-Gateway

Second, you'll need to generate the iFrame code and insert it into a donation landing page on your website.
- Video: https://www.youtube.com/watch?v=YYJOszM9CoU
- Article: https://www.trailblz.com/kb/?action=view&kb=214&cat=0&qq=iframe

Third, create a custom thank-you email responder:
- Video: https://www.youtube.com/watch?v=XQhVau54b48
- Article: https://www.trailblz.com/kb/?action=view&kb=329&cat=0&qq=responder

Here's an example from our nonprofit demo site (feel free to test it with a fake credit card number): http://www.pandamonium.us/donateV2.html

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Poll Watching Mobile App

by Joel Kristenson20. October 2020 11:25

The upcoming election is just a few short weeks away for many of our customers.  Take advantage of our mobile poll watching app to track who has voted: https://www.trailblz.com/kb/?action=view&kb=304&cat=0&qq=poll

This will allow you to pull up your different precincts:



Flag a voter as having voted:



And search for them in your database by the attribute that gets created:



Give us a call if you need a hand setting this up.

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Geocoding and Mapping Your Address Data

by Joel Kristenson9. October 2020 09:21

Today's Tip (Additional Service): take advantage of our geocoding tools to map out segments of your database or your entire universe of constituent records.

1. From the Voters / Donors List, load the records that you want to geocode.

2. Select File > Reporting > Mapping - Select Addresses for Geocoding.



3. Select your accuracy preference and click [OK] (most customers opt for the more accurate option).  This will trigger an email to our support team to begin the geocoding process on the selected addresses.

4. You will be sent an invoice for the service, and a notification once complete (expect 1-2 business days).

5. Launch the Trail Blazer IQ mapping tool by following File > Reporting > Launch TrailBlazerIQ (mapping)...



6. You can then view your data on a map and perform a variety of tasks with it, such as drawing turfs around the selected points that you want to canvass, call, or send direct mail to.



Related video: https://www.youtube.com/watch?v=TTGEihGDZwU

Give us a call for help: 1-866-909-8700

More Additional Serviceshttps://www.trailblz.com/Support/AdditionalServices

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The Colorado State Voter Database Has Been Updated

by Joel Kristenson2. October 2020 10:36

For customers located in Colorado: the state voter database has been updated.
Tutorial for importing from a state db: https://www.trailblz.com/kb/?action=view&kb=335&cat=0&qq=state

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Finding New Donors and Lapsed Donors

by Joel Kristenson24. September 2020 09:54

Today's tip: learn how to find New Donors This Year and Lapsed Donors.

New Donors This Year: https://www.trailblz.com/kb/?action=view&kb=1359&cat=0&qq=new

Who Gave Last Year But Not This Year: https://www.trailblz.com/kb/?action=view&kb=195&cat=0&qq=lybunt

Save the Search as a Favorite: https://www.trailblz.com/kb/?action=view&kb=204&cat=0&qq=favorite

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Hot Off The Press: Learn How to Access Trail Blazer on your Mac Computers

by Joel Kristenson15. September 2020 08:16

This Knowledge Base tutorial walks through the steps to access your Trail Blazer database on your Mac computers via the free Microsoft Remote Desktop 10 application: https://www.trailblz.com/kb/?action=view&kb=1384&cat=0&qq=mac

It also digs into important configuration steps so that you can import and export between your Mac and Trail Blazer, as well as how to print to both your local printers and as PDF files.

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Take Advantage of Training

by Joel Kristenson10. September 2020 13:12

Has your organization taken advantage of our free training program?  If not, we highly recommend that every person that needs to learn the Trail Blazer software on your team attends our Intro Training Class: https://www.trailblz.com/LearningResources/Events

After you've completed intro training you will have access to ongoing tech support and further training in any topic of your choice.


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New Release of Trail Blazer IQ

by Joel Kristenson17. August 2020 11:24

The latest iteration of the Trail Blazer IQ web app is now available.  Your team can access the login page here: https://trailblazeriq.com/admin/#/workspace

Please contact tech support if you need your workspace name.

Sneak peak:

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Semi-Retirement For Mark

by Joel Kristenson10. August 2020 10:47

To Our Customers,

Many of you have worked with Mark Panger over his many years with Trail Blazer. Mark announced to us a while ago that as of September 1, he will be moving to half-time. With full retirement coming in several, all too soon, months. Along with this reduction of time will be a shift in his duties.

Mark will be focusing on the behind-the-scenes operations of Trail Blazer and will immediately phase-out of direct customer support. He will help cover phones for many days at lunchtime, but otherwise, his day to day will be supporting the support staff and management at Trail Blazer.

Mark started with Trail Blazer in 2006 after working with an organization that was using Trail Blazer. He liked it so much he joined us! Over the years Mark’s roles have included
· training,

· support,

· data migration,

· sales,

· FEC compliance,

· controller,

· and, of course, lead bottle-washer.

We are delighted that Mark will still be available as a resource to our company and especially our customers. But even more, delighted that he will get to spend more time with his grandkids and his volunteer activities.

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Updates to the Desktop Application (v7.1.7485.17233)

by Joel Kristenson29. June 2020 16:10

In today's release of the desktop version, there are a handful of notable changes:

  • - Deposit Multi-Select items for Deposit: when doing a deposit you can use the normal [Shift] and Control keys to select multiple lines for deposit
  • - Deposit - Filter by Batch Mode: you can now filter by batch mode for a quicker selection of items for deposit
  • - Custom Genders: you can now create your own custom gender types (either by going to the System Manager > Lists area, or from within a contact's record card > Profile tab > Gender drop-down)
  • - NO Thank You Donors: if you create an attribute that starts with the words 'No Thank' you can then filter out those people by default in the Contributions - Thank You Letter List

Please call or email our Support Team to learn how to take advantage of these new upgrades.

To get the latest update:
 https://www.trailblz.com/software/
 

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Pro Tip: Saved Search Favorites on your Mobile Device

by Joel Kristenson23. June 2020 16:44

Are you utilizing the Trail Blazer Mobile Basecamp app to the fullest?  One feature that many of clients like to use is the ability to access saved search favorites for tasks like call lists.  For instance, you may want to reach out to new donors while you're on-the-go.

First, you'll need to create and save a search favorite in your database: https://www.trailblz.com/kb/?action=view&kb=204&cat=0&qq=favorite

That saved search will then become available on the free Mobile Basecamp app via your iPhone or Android device.  Here's an example:

Please contact our Support Team if you need a hand setting this up: 1-866-909-8700

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New Product Demo Video

by Joel Kristenson17. June 2020 09:02

Check out our latest YouTube video: https://www.youtube.com/watch?v=cNbEoNxqGN4

This video provides a comprehensive overview of our Campaign Manager product, so it is primarily for political clients, but there is a lot of good stuff for nonprofit clients as well.

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New Version: Trail Blazer Mobile Basecamp

by Joel Kristenson13. April 2020 09:34

There's a new version of the Trail Blazer Mobile Basecamp app available for download.

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

Android: https://play.google.com/store/apps/details?id=com.trailblz.basecamp

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