Using Blackbaud for Outlook with Altru: What Works and the Workarounds
Blackbaud makes an Outlook add-in, usually called Blackbaud for Outlook, that lets fundraisers see constituent details and log email as interactions from inside their inbox. It was built for Raiser’s Edge NXT. Altru users who find it naturally ask whether they can install it too. The short answer: as far as we know, the add-in
How to Report Paid, Discounted, and Free Attendance in Altru
A board member asks a simple question: “Of everyone who came through general admission last month, how many paid full price, how many got a discount, and how many came in free?” The revenue report gives you dollars. The attendance count gives you heads. Neither one gives you the split, and that split is what
How to Limit a Membership Promotion to Gift Memberships in Altru
Holiday gift memberships are one of the best acquisition tools a museum, zoo, or garden has. A discount that applies only when someone buys a membership for someone else brings in new households without simply cutting the price your current members pay to renew. The catch is in the setup. A promotion attached to a
How to Fix Errors When Merging Constituents in Altru
Merging two constituent records sounds like the simplest cleanup job in Altru. Pick the record you’re keeping, pick the duplicate, confirm. Then an error appears, or a pop-up asks about stored credit card information, and the merge stops. Nobody wants to guess on a step that can’t easily be undone. Merge failures almost always come
How to Exchange Merchandise in Altru Without Breaking Inventory
A visitor bought a youth medium T-shirt in the gift shop, got home, and found it was too small. Now they’re back at the counter with the receipt, asking for a large. In a standalone retail system the clerk would hit “exchange” and be done. In Altru it usually takes two transactions, and how you
Choosing Where a Gift Membership Is Delivered in Altru
A grandmother buys a family membership as a birthday surprise. She wants the cards mailed to her so she can wrap them. Three weeks later the recipients find a welcome packet in their own mailbox, the surprise is gone, and your membership office gets the call. Choosing where a gift membership is delivered sounds like
How to Limit Member Ticket Discounts to Specific Levels in Altru
Tiered membership only works if the tiers actually differ. When your Family level gets free general admission but only your Patron level gets half-price tickets for a guest, Altru has to know the difference at the point of sale. Otherwise every member ends up with the best discount you offer, or staff override prices by
How to Query Rescheduled Tickets in Altru (and What to Do When You Can’t)
A storm closes the grounds on a Saturday, and by Monday your staff have moved a few hundred timed tickets to later dates. A month later the finance director asks a reasonable question: how many tickets did we reschedule because of that closure, and to which dates? Getting that number out of Altru is harder
How to Get Notified When an Altru Event Is Close to Selling Out
The usual way staff find out an event has sold out is not great: a guest emails asking why they can’t buy tickets, or someone at the front desk tries to sell a seat that isn’t there. By then the marketing team may still be running ads for it, and nobody has opened a waitlist.
How to Let Companies Buy Corporate Memberships Online in Altru
A local business wants to join your corporate membership program. Its office manager has a company card and fifteen minutes before her next meeting. She goes to your website looking for a “Join” button and finds individual and family levels, plus a line that says “For corporate memberships, please contact us.” Two emails and a
How to Add Custom Questions or Comments to Altru Membership Forms
Someone buys a family membership online and wants to tell you the second adult’s name is spelled differently on their ID. Another member wants their card mailed to a relative because it’s a gift. A third wants you to know they’d like to volunteer. On a paper form they’d write it in the margin. On
How to Sell Gift Certificates Online with Blackbaud Altru
December hits, someone calls asking to buy “a gift certificate for my sister’s family,” and your web store has no button for it. The front desk takes the order by phone, writes a code on a card, and hopes someone remembers to record it. Selling gift certificates online through Altru sounds like it should be
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