Introduction To Trail Blazer (Required before all other coursework)

Offered: Tuesdays and Thursdays each week

• Orientation to the screen
• Querying records (what rows display)
• Changing formats (what columns display)
• Adding new records
• Contribution data entry (if applicable)
• Thank you letters
• Open questions

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All additional sessions are scheduled upon request

Financial Training - Political Part 1

Required materials - at least the first bank statement, first deposit slips, some disbursements ready to enter.

• Create new payees
• Enter invoices
• Make payments
• Create deposits

Financial Training - Political Part 2 (prerequisite - Introduction to Trail Blazer)

Required materials - at least the first bank statement.

• Bank reconciliation

FEC Reporting (prerequisite - Financial Training Parts 1 & 2)

• How to create your first FEC report
• How to identify and resolve errors
• Where to store your uploading password

Field Training - Political

• Printing walk lists
• Adding lawn signs to voter record
• Tracking lawn sign request, installation, and removal

Report Writing - Non-Profit

• Creating and saving customized formats
• Using pivots to summarize data

Emails and Eblasts

• Creating first eblast
• Email template design
• Track links
• Sizing/adding images

Request Training

Ready for more? Let us know and we will create a personalized session just for you. Please email us at kpiatt@trailblz.com for assistance.