Altru

Introduction

If you have lists of constituents in Altru, you also need to create an attribute for that segment. Every list must have an attribute assigned to it. Attributes are useful when you send an email and you only want those individuals who belong to a particular group to receive your message.

Things to consider when you name an attribute for a segment:

1. Who those individuals are.
2. What group they belong to; and
3. It must be readable and maintainable in the future.

Steps on how to create an attribute for a segment with Altru:

4: A dialog box will pop out where you need to supply the needed information. Click on Save.
Name: (best describe the list)
Record type: Constituent
Attribute group: None
Data Type: Yes/No
Note: Make sure to click on the ‘Allow only one per record’ checkbox.

Create an additional attribute by repeating the process from step three then provide the needed information.

Summary

Creating an attribute is needed if you have lists of individuals who belong to a particular group. It is useful to your organization because you can use this list for your marketing campaign. Sending emails to your target group of people will be a lot easier and faster when you have your attribute.

If you have more questions, please reach out to us through our support channel.

You can also learn how to create an attribute for your email list. And, we also provide a guide on how to create an unsubscribe attribute.

Introduction

Learning how to create a note type in Altru is beneficial to your organization because it helps record the operations that happened in particular constituent information. It is useful as it gives the history of all the operations done on a particular record. 

Whenever the organization’s data sync, you will be able to determine what operation took place, updated, and moved over in a certain constituent record. With note type, you will be able to see all the operations that happened on a particular constituent record.

Steps on how to create a Note Type:

1: Open ALTRU and click ADMINISTRATION.

2: Proceed to CODE TABLES under Data

3: Click on FILTER then the DROP-DOWN MENU

4: Select BIOGRAPHICAL and click APPLY

5: It will show a list of biographical types that can be set-up. Click on CONSTITUENT NOTE TYPE then ADD.

6: A dialog box will pop-out. Add a name to the description area for a new note type then click OK.

Summary

You now have a newly created note type that you need to add to a particular constituent record. This will make sure that every time you perform a data sync, it will be easier to query and simpler to check the operations previously done. Note type is also useful for the data restoration since it contains the original information for previous data syncs.

If you have more questions please reach out to us through our support channel.

You can also check the tutorial on how to create a membership note type and how to create a custom note type with Altru.