Altru pain points
How to Convert an Individual to an Organization Record in Altru
It usually starts with a gift. A check arrives on business letterhead, someone at the front desk finds a matching name in Altru, and the payment goes onto a person’s record. Months later you realize “Riverside Dental” has been living as an individual constituent with a first name of “Riverside.” Or it’s the reverse: a
How to Let Group Sales Customers Pay Their Balance Online in Altru
A fourth-grade teacher books a field trip for about sixty students in October. The deposit comes in by check in November, the final headcount changes twice in February, and the balance is due two weeks before the visit. Somewhere in there, someone on your group sales team is reading a credit card number over the
How to Discount Flat-Rate Group Reservations in Altru
A school district books the same field-trip package every spring. This year their coordinator asks for 10% off because they’re bringing three extra buses. The reservation is priced at a flat rate, and when you go to apply the discount you’d use for a per-person booking, it either isn’t offered or doesn’t change the total
How to Exchange Altru Tickets for a Different Program
A family booked the 11:00 planetarium show, but when they arrive they’d rather spend that hour at the behind-the-scenes animal encounter. Same day, similar price. It sounds like a simple swap. In Altru it often isn’t, because the two are different programs, and moving a guest to another time of the same program is a
How to Send a Separate Acknowledgement Email for Altru Gift Memberships
Someone buys a membership for their sister’s birthday. A few minutes later they get an email that says “Welcome to the museum, your membership is now active,” addressed to them, listing benefits they will never use. Meanwhile the sister, the actual member, hears nothing until a card shows up, if it shows up at all.
How to Email a Refund Receipt to Guests and Donors in Altru
A guest calls three days after a refund and asks for proof it went through. The card statement doesn’t show it yet, their employer wants documentation for an expense report, or they simply want something in writing. Your staff processed the refund correctly in Altru, but now someone has to produce a receipt and get
How to Edit a Sales Order in Altru (and What to Do When You Can’t)
A guest calls to say the timed tickets they bought yesterday are for the wrong Saturday. Or a cashier rang a family up under the grandmother’s constituent record instead of the parent’s. Or two adult admissions should have been one adult and one senior. The natural instinct is to open the order and fix it.
How to Customize Altru Web Form Acknowledgement Emails
Someone registers for your fall lecture on their phone, hits submit, and a minute later gets an email with a generic subject line that thanks them for their gift. They didn’t give a gift. They bought two seats and want to know where to park. That gap between what the guest did and what the
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 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
