Navigating Trailmap

Discover all that you can do in Trailmap with a 30,000 foot overview of navigating your account.

When you log into Trail Map, you’ll see a dashboard with key widgets that give you a high-level view of your campaigns.

Key sections include:

• Registrations & Activity: Shows lead flow over time and overall campaign progress

• Total Registrations: Breakdown of attendees, cancellations, no-shows, and type (seminar vs webinar)

• Lead Map: Displays where your leads are located (if addresses are provided)

• Recent & Upcoming Events: Quick view of scheduled activity

• Recent Registrations: Latest sign-ups for your events

To view campaigns:

• Go to the left-hand menu

• Click “Campaigns”

Campaign overview shows:

• Campaign type (digital or direct)

• Campaign name (includes topic, date, and time)

• Presenter and event type

• Target progress bar (how close you are to your goal)

• Total leads generated

• Lead sources (Steep-generated vs manual/email)

Click into a campaign for a detailed view.

At the top:

• Program name, location, and address

• Event dates

• Total registrations with breakdown:

  • Confirmed

  • Canceled

  • Attended

  • No-show

Additional insights:

• Lead source graph (digital, email, manual)

• Toggle between households and individuals

You’ll see a full list of people registered for the event, including:

• Status (confirmed, etc.)

• Name and guest count

• Call activity

• Contact details

• Registration date

• Lead source

• Event selected

• Age indicator (50+ based on form input)

Registrations

• Full list of all registrants and their details

Events

• Breakdown of each event within the campaign

• Click into an event for more detailed registrant info

Map

• Visual of where attendees are located

• Dark blue = event location

• Light blue = registrants

Replay

• Access seminar replay (covered separately)

Sign-In

• Print or download a sign-in sheet

• Option to track attendance digitally or manually

Calls

• View all call activity for the campaign

• Includes call logs and actions taken

• Automatically updates if using call services

• Accessible from the sidebar

• Shows all past and upcoming events in calendar format

• View all contacts across campaigns

• Includes:

  • Catchlight score

  • Original event registration