How to Set Up Prospect Plans and Plan Outlines in Altru
A board member mentions a neighbor who loves the museum and might fund the new education wing. Someone jots it down. Six months later, nobody remembers who was supposed to call, whether the tour happened, or what was said at lunch. Prospect plans in Altru exist to stop that kind of drift: they turn “we
How to Offer a Membership on Every Altru Ticket and Program Form
Your best membership prospects are the people already buying tickets. A family of four paying for general admission and a special exhibit is often a few dollars away from a household membership that would have covered both. The trouble is that in a typical Altru setup, the ticket form, the program registration form, and the
How to Move an Online Donation to a Program Registration in Altru
A parent wants to sign their child up for summer camp. They can’t find the registration page, so they use the donate form on your website, enter the camp fee, and type “for Ava’s camp week” in the comments box. Now there is a gift in Altru that isn’t a gift, and a child who
How to Use the Altru Search Bar to Find Constituents Faster
A member is at the desk, a phone is ringing, and you need their record now. In Altru, the fastest route to a constituent is the search in the page header. After a past interface update, that search stopped being an always-open text box and became a magnifying glass icon you click first. It’s still
How to Batch Upload Interactions in Altru (and What to Do If You Can’t)
Your development officer just came back from a donor event with a spreadsheet of 140 conversations. Your education team logged every teacher who called about field trips this semester. Someone asks, reasonably, “Can we just upload these into Altru?” The honest answer is “maybe, and it depends on what you mean by interaction.” This guide
How to Limit Marketing Survey Prompts on Certain Sales in Altru
A school group of forty walks in, the chaperone pays for everything at once, and the register stops to ask for a ZIP code and “How did you hear about us?” Then a staff member buys a comp pass for a contractor and gets the same prompt. Neither answer means anything, but both end up
How to Track Committees and Board Roles in Altru With Attributes
Board, gala planning, collections, education advisory, the volunteer steering group. Every museum, zoo, or garden has a handful of committees, and sooner or later someone asks a simple question: “Who is on the development committee right now, and who rotated off last year?” If the answer lives in a spreadsheet on someone’s desktop, it will
How to Print Mailing Labels from Altru with a Query and Mail Merge
Don’t expect a one-click “print labels” button the way a desktop address book has one. The dependable route is a two-step process: Altru builds the list, and a word processor lays it out on the sheet. Once the list is set up properly, rerunning it for the next mailing is quick. Most of the work,
How to Capture and Show Membership Numbers on Altru Membership Web Forms
A member renews online, types their name a little differently than last year, uses a new email address, and the transaction lands on a brand-new constituent record instead of the existing one. Now there are two memberships, one lapsed and one active, and the member’s card number doesn’t match anything they see in their confirmation.
How to Sell Preregistered Programs Online in Altru
Summer camp registration opens Monday. The camp is built in Altru, the sessions have dates and capacities, staff can sell it at the desk without trouble, and yet the public page shows nothing, or shows the session with no way to add it to the cart. Preregistered programs (camps, classes, workshops, guided tours, overnights, anything
How to Print Tickets for Group Sales Reservations in Altru
A school bus pulls up with 58 fourth graders, six chaperones, and a teacher holding a confirmation email. Someone at admissions needs to get all 64 people through the gate, and the question is whether you hand over a stack of printed tickets, a single group pass, or just a headcount on a clipboard. Altru
How to Resolve Unresolved Online Sales Orders in Altru
An unresolved online order in Altru means something went wrong between “the guest clicked buy” and “Altru recorded a finished sale.” The order exists, but nobody can say for sure whether it was paid. An occasional one is expected. A list that keeps getting longer is a sign that something upstream needs fixing, and a
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