How to Log Event Calls in Trailmap

Once you’re ready to begin logging confirmation calls in TrailMap, follow these steps to properly update registrant information and track outreach activity.

1. Log into Trailmap.

2. From the left-hand menu, click Campaigns.

3. Locate your event by:

   • Selecting it from the Campaign list, or

   • Using the search bar to search by event name.

4. Review the event details at the top of the page, including:

   • Event title

   • Dates and times

   • Event type

   • Event address

Within the campaign dashboard, you can view:

• Number of households registered

• Number of confirmations

• Attendance and cancellation totals

• Call, voicemail, and text statistics

For easiest use, select the Call View when logging outreach activity.

For each registrant:

1. Click the phone icon next to their name.

2. Select the appropriate call details:

   • Outbound Call

   • Confirmation or Reminder

   • Call Result (Confirmed, Voicemail, No Answer, Canceled, etc.)

3. Add any helpful notes in the Call Notes section.

Be sure to document helpful details such as:

• Running late

• Bringing a guest

• Requesting a different event date

• Interested in future events

• Bad phone numbers

• Opt-out requests

If a registrant opts out of communication, notify the Success Coach or advisor’s office so they can be removed from future outreach.

If a registrant cannot attend their selected date but wants another option:

• Use the Move feature to transfer them to another available event date.

If a registrant is bringing a guest:

• Add the guest’s name in the registrant details.

• Save the information so Trailmap updates accordingly.

Once a registrant confirms attendance:

• No additional confirmation calls are needed.

• Make one final day-before reminder call prior to the event.

Reminder calls are visually marked in blue within Trailmap for easy tracking