Author:
Kristenson,
Joel
Last
Updated: 2016-08-23
Overview
This article will
walk you through a lengthy and in-depth outline of the website
configuration area in Trail Blazer. It’s broken into sections
on each of the different iFrames you can create with sub-categories
defining these options.
DISCLAIMER: The screen shots and content of this article are current as of
7/31/2013 – it’s important to note that
Trail Blazer is constantly evolving so screen shots may look slightly
different at the time you read this.
Outline
#1 Calendar Events
#2 Component (Political/PAC
Only)
#3 Donations
#4 Signup Email
#5 Signup Short
#6 Signup No Groups
#7 Signup Groups
#8 Signup Post
#9 iFrame Wizard
(Overview)
#10 Related Resources
HINT: Use the
Ctrl+F hot key to jump to different
sections of this article with keywords like #1, #2, and #10.
Use the Ctrl+P and
Ctrl+S hot keys to print and/or save this
article for future use.
IMPORTANT: For each of these
sections you will need security access to Website
Configuration and you will follow this path to access it:
Application Menu > System Manager >
Settings > Website
Configuration
If you need access to system manager contact your database
administrator. Click Hereto learn how
to set security levels, call Trail Blazer support (866 909-8700) if
there are any questions or concerns.
IMPORTANT: After you’re
satisfied with the changes you make to your custom iFrame forms make
sure to click [Save] and click the link to
refresh your web pages using the updated
specifications as the image below
displays.
#1 Calendar
Events
Page
Setup
Setting up an event is handled in a different location of the
program; follow Application Menu > Calendar/Tasks
> Events
Email
Response
Just like above for the page setup
of an event the email response is handled
in the events location of Trail Blazer. The first image below
displays the email response location in the
website configuration area and the
2nd image displays this location inside an
event record card where it’s actually
controlled.
Image 1 of 2 – Website
Configuration – Email Response
Image 2 of 2 – Event Record
Card – Email Response
Participant
Types
As of the date this article was written the Participant Types
location of website configuration is no longer in use, the image below
displays what it looks like (green columns in Trail Blazer mean you can
override the value and save) and it’s possible this will be
re-activated on a future date.
Live Preview
(EventDirectory.aspx)
The live preview location will display the “new” event
directory as it looks online it also displays the web address to where
it is hosted. You could just as well visit https://www.trailblz.info/YourDatabaseName/EventDirectory.aspx to view this page.
Live Preview
(Deprecated –
Events.aspx)
The live preview (Deprecated) shows a legacy events system that
we still support for some customers who haven’t migrated to the new
system yet. Just like the other live preview location it shows
how your events would look “live” online and the web address of your
events directory.
#2 Component
(Political/PAC
Only)
Lawn Sign
Component Options
The lawn sign component location is used in conjunction with
the Signup Groups form. You can rename the lawn components to
change the default label as well as add special instructions.
The images below display first the default components location and how
it looks on a Signup Groups live preview,
next it shows some sample modifications to the components, how to make
them display on signup groups and what the live preview looks like after
those changes are made.
Image of where to enable Lawn Sign
Component
Live preview of default lawn sign
component enabled on the Signup
Groups form
These images display some sample edits to the
Component and how those changes look on a
live preview of Signup
Groups.
#3
Donations
Page
Setup
Page setup is where you can toggle on and off many different
options for your online donation form as well as control other
configurations.
HINT: Thoroughly
test turning on and off different settings in a variety of ways and
refreshing your donation form before copying and pasting your iFrame
code into your website. Once the code is implanted on your site you can
still make changes in your database and when refreshing. Those
changes will take effect immediately.
Here’s a list of what you can currently customize in this
location with a brief description of each:
Is Federal Required
(Employer/Occupation): Display and require text fields for employer and occupation
(required for federal political
campaigns and some
states).
Is Email Address
Required: Toggle on and the
requirement that people must fill out their email
address.
Show Other
Amount: The other amount
displays a radio button and text box for a contributor to enter a
different donation amount that what you have set as
suggestions.
Show Donation Level
Description: Turn on and
off the donation descriptions you’ve created within the
Donation Amounts tab of the
Website Configuration (anything
in green allows you to
override the value in Trail Blazer).
Image 1 of 2
Image 2 of 2
Disable
Captcha: Turn the captcha
code off or on. Captcha are used to filter out spammers and
rogue computer programs Click
Here to learn
more.
Show
Comments: Allow or restrict
your contributors to add their own comments to be captured in a log note
of their record card as the contribution is collected into your
database.
Show Honor
of: Display the option
to make a contribution in honor or in memory of someone
else.
Show Middle
Name: Display the text
field for Middle name (not a required
field).
Show Nick
Name: Display the Nick
Name text field (not a required field – useful information to
capture for email and postal mail purposes – can be used as a merge
field with precedence over first name where
applicable).
Show Donation
Ticker: Activate your
donation ticker for your web services (https://www.trailblz.info/yourdatabasename/Ticker)
