How to Delete Attributes or Notes in Bulk in Altru (Safely)
Every Altru database builds up leftovers. There’s an attribute category someone made for a 2019 gala, a “Mailing preference (old)” attribute nobody trusts anymore, or a few thousand notes from a data conversion that just say “imported.” At some point you want them gone. The trouble is that Altru works best one record at a
How to Customize Patron Search Results in Altru (and What to Do Instead)
A guest at the admissions desk says, “I’m a member, it’s under Johnson.” Staff type the name, get a list of a dozen Johnsons, and start asking for a street address, an email, a phone number, anything that would tell those rows apart. Behind the guest, the line gets longer. That moment is why so
Accepting Donations From People Who Can’t Attend Your Altru Event
Every gala invitation list has a group of people who love the cause and still can’t come. They’re out of town, they don’t do black-tie, or $250 a plate isn’t in the budget. Many of them would gladly give something. The question is whether your event setup in Altru gives them a clear way to
How to Send a One-Off Email to a Single Constituent in Altru
A member calls because their confirmation never arrived. A donor wants a copy of last year’s gift details. A teacher needs the parking instructions for a field trip on Thursday. Each of these comes down to one person and one email, and Altru doesn’t make that as obvious as you’d hope. Altru’s email tools are
How to Report Altru Renewals Separately from Mid-Term Upgrades and Downgrades
Your board asks for the renewal rate. You pull last quarter’s membership numbers and the figure looks great. Then someone notices that a family who moved from Individual to Family in month four is counted as a “renewal,” and so is a patron who dropped from Patron to Dual halfway through their term. Neither of
How to Report on Custom Prices for Scheduled Program Events in Altru
Your scheduled programs probably share a standard price list: adult, child, senior, member. Then a handful of events break the pattern. A members-only preview at a lower rate, a holiday evening priced higher, a sensory-friendly session with a flat fee. In Altru you can set custom prices on those individual events, and they sell correctly.
How to Find Longtime Members in Altru: Queries, Tenure, and Data Pitfalls
The anniversary mailing, the “20 years with us” pin, the donor prospect list for a capital campaign: they all start with the same question. Who has been a member the longest? In Altru that question sounds like one query. In practice it depends on what “longtime” means to you, and on how clean your membership
Paying for an Altru Membership With a Stock Gift: How to Record It
Short answer: yes, in practice you can accept shares of stock for a membership, but Altru won’t make it a one-step transaction. Stock gifts were designed around donations, and memberships come with benefits and a fixed price. Those two facts pull in different directions, and how you record the gift has to account for both.
How to Add Altru E-Tickets to Apple Wallet and Google Wallet
Guests buy timed tickets on their phones, then stand at your gate scrolling through email for a PDF. Many of them would rather tap a pass in Apple Wallet or Google Wallet, the way they do for flights and concerts. So the question comes up: can Altru e-tickets go into a mobile wallet? The honest
How to Limit Member Tickets per Membership in Altru
“Members get free admission for up to four people” sounds simple until someone asks what “up to four” actually means. Four per visit? Four per order? Four per day, even if they come back after lunch with a different group? Before you touch a single setting in Altru, settle that question, because the answer decides
How to Show the Discount Amount on Altru Web Forms
A member logs in, buys two adult tickets, and the total comes out lower than the price on your admissions page. Good news for them, but they can’t tell why. Was the member discount applied? Did the promo code work? Is the lower number a mistake that will get corrected later? When the cart shows
How to View Altru as Another User: Practical Options for Admins
A new volunteer coordinator says she can’t find the group sales calendar. A seasonal cashier gets an error when he tries to refund a ticket. As the Altru administrator, you want to see exactly what they see, but you’re logged in with full rights, so everything looks fine from your chair. The short answer: as
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