How to create an attribute for a segment with Altru
← Back to Blog

How to create an attribute for a segment with Altru

November 1, 2021

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; and
  3. It must be readable and maintainable in the future.

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

1: Open ALTRU and click ADMINISTRATION.

2: Proceed to ATTRIBUTE CATEGORIES under Data.

3: Click ADD to create a new attribute.

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 helpful 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.

Continue reading

How to Track Instructor Activity for Scheduled Programs in Altru

How to Track Instructor Activity for Scheduled Programs in Altru

“How many classes did Maria teach last spring, and which ones?” It sounds like a question Altru should answer in ten seconds. In practice, many education departments end up digging through calendars, email threads, and a payroll spreadsheet to piece it together, because the instructor was never recorded anywhere a query could find. Altru is

How to Turn a Group Sales Overpayment Into a Donation in Altru

How to Turn a Group Sales Overpayment Into a Donation in Altru

A school books a field trip for 60 students, sends a check for the full quote, and then 48 kids show up. The teacher says, “Keep the difference, it’s a gift.” Now you have a group sales order that is overpaid, money that is really a donation, and a deposit that has to balance. The

Can a Spouse Be a Fundraiser in Altru? Solicitor Credit for Couples

Can a Spouse Be a Fundraiser in Altru? Solicitor Credit for Couples

It happens more often than you’d expect. A board member and her husband both care about your capital campaign. She asks a friend for a gift, but it was really his introduction and his follow-up phone call that closed it. Development wants him credited as the fundraiser on that gift. Then someone at the desk

Social Good platform

See it in action

Get started with Social Good

Book a demo to see Social Good Software in action for Altru.

Book a Demo
Social Good platform

See Social Good in action

Tell us a bit about your organization and we’ll take you straight to short demo walkthroughs of the software.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.