Finding Campaigns in Trailmap

Here are some helpful tips and best practices for navigating Trailmap and efficiently managing confirmation calls and event registrations.

You can locate a campaign in multiple ways:

• Use the search bar and type part of the campaign title.

• Search by the advisor’s name.

• Review campaigns by event date for a quick visual scan.

Before calling, always confirm you have the correct event selected by checking:

• Event title

• Event date and time

• Event details section

This helps ensure you are calling on the correct campaign and date.

Some events have maximum room capacities.

To track capacity:

1. Review the Analytics section.

2. Click the Individuals tab to see:

   • Total registrants

   • Number of confirmed attendees

This helps determine whether the event is approaching room capacity so you can notify the Success Coach or advisor as needed.

The Calls view makes it easier to track outreach activity and identify who still needs follow-up.

You can quickly see:

• Who has only received voicemails

• Who has not answered

• Who has confirmed attendance

• Who only needs a day-before reminder call

Trailmap allows you to filter registrants by status, including:

• Confirmed

• Registered

• Canceled

This helps you prioritize outreach and avoid unnecessary repeat calls.

Within the Individuals section, you can also see:

• Which registrants are bringing guests

• Guest counts associated with each registration

Instead of using your browser’s back button, use the navigation within Trailmap to return directly to your current campaign without being taken back to the dashboard.

You can customize how many registrants appear on each page by selecting:

• 10 people per page

• 100 people per page

• Or another preferred amount

Adjusting page size can make large calling lists easier to manage.