Placing an Order in Trailmap

Learn how to place your orders in Trailmap.

To place a new order:

• Go to the left menu

• Click Orders under Administration

• Click “New Order”

First, fill in your main details:

• Main contact (usually marketing, not the advisor)

• Company name and website

• Office email (this is public-facing)

• Notification email (internal use)

• Business address

• Any required disclosures

Tip: Make sure your office email is one you want clients to see.

Next, select who will present:

• Choose 1 or 2 presenters

• Select from existing profiles or add details

• Confirm name, title, bio, and credentials

Now choose your campaign setup:

• Campaign type (digital or direct mail)

• Event type (seminar, webinar, etc.)

• Topic

• Event size and seating capacity

• Max attendees

• Event dates and times

Select or add your event location:

• Choose a saved venue or add a new one

• Double-check the address is correct

• This step is only for direct mail campaigns

• Skip if you’re running a digital campaign

Fill in a few last items:

• Will food be served?

• Room name (can be added later if unknown)

• Venue/logo usage (recommended for marketing)

Optional:

• Select any add-ons (like email campaigns)

• Add special instructions (ex: parking details)

• Review everything

• Confirm acknowledgment

• Click Submit Order

You’ll receive a confirmation once your order is successfully submitted.