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1. Setting Up Your Users

Start your journey in Trailmap by setting up your user account, setting up accounts for your team, and managing access for each user in your organization.

2: Navigating Trailmap

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

3. Updating Pre-Event Status

Understand how to manage your campaigns like a pro by updating confirmation statuses in Trailmap.

4. Adding Notes to Contacts

See how you can keep track of important information by adding notes to contacts in Trailmap

5. Adding Guest Names

Learn how to add guest names to contacts so you're 100% prepared for your marketing event.

6. Confirming Leads with the Call Queue

Take a look at one of Trailmap's most valuable feature - the Call Queue. This feature empowers you to stay in close communication with your leads and simplifies the confirmation management process.

7. Preparing for Confirmations: Sample Call

Get access to a specimen confirmation call to hear what you should be saying to your leads and see a live demo of a caller using the Call Queue in Trailmap. 

8. Filtering Contacts by Status

Find the contacts you're looking for in seconds by leveraging the search and filter options in Trailmap.

9. Recording Event Attendance

Measuring your attendance is one of the most important parts of the marketing process! See how Trailmap makes updating your attendance numbers easy!

11. Using Trailmap for Direct Mail

Learn how you can use Trailmap to manage your Direct Mail campaigns like a pro, and understand key differences between seminars and Direct Mail in Trailmap.

Managing Leads

Webinars and Direct Mail

10. Using Trailmap for Webinars

Learn how you can use Trailmap to manage your webinar campaigns like a pro, and understand key differences between seminars and webinars in Trailmap.

Managing Events

12. Placing an Order in Trailmap

Learn how you can use Trailmap to submit your orders. 

Resources

Unsure what to say to a registrant when conducting your confirmation calls? Click the button below to view a sample confirmation call script.

NEW: All Steep generated leads will come with a Catchlight score at no additional cost to you!
Click the button below to gain access to our new guide: 5 Ways AI Can Transform Your Steep Event Marketing: How to leverage Steep's Integration with Catchlight and find the leads actually worth chasing.

Seminar Replay

Seminar Replay is an automated way for you to deliver your content to all of your leads - not just the ones who attend. For for information on what Seminar Replay is and how to use it, click the button below to go to The Complete Guide to Seminar Replay.