Blackbaud Altru
How to Update Prospect Info in Bulk in Blackbaud Altru
You finish a wealth screening, or your development director comes back from a board meeting with a spreadsheet of 300 names and notes on who should be cultivated for the capital campaign. Now all of that needs to land on constituent records in Altru, and nobody wants to open 300 records one at a time.
How to Filter Altru Giving Reports by Designation
Your development director wants giving totals for the education fund only. The board treasurer wants everything that went to the capital campaign last quarter. You open the standard revenue reports in Altru and find you can filter by date, by payment method, by campaign or appeal, but the designation you need isn’t always there as
How to Batch Import Merchandise Items into Altru (and What to Do If You Can’t)
Opening a new gift shop line, switching POS vendors, or converting to Altru from another system all lead to the same job: hundreds or thousands of merchandise items that need to exist in Altru before anything can be rung up. Keying them one at a time is slow and error-prone, so the first question is
Processing Cards in Altru Advance Sales Without a Billing Address
A caller wants four tickets for Saturday’s lantern walk. They read you the card number, the expiration date, the security code, and then pause when you ask for their street address. Maybe they’re calling from a car, maybe they’re buying for a relative, maybe they just don’t want to say it out loud. Your advance
Keeping the Last Sale Visible in Altru Daily Sales: Workarounds
A guest hands over two twenties for a family of four. The cashier finishes the sale, glances down to count change, and the screen has already moved on to a fresh, empty order. Now the cashier is doing the math in their head while the guest waits, and nobody is quite sure the card for
Why Altru Emails Aren’t Sending and How to Catch Failures Early
A guest buys tickets online, never gets the confirmation, and calls the next morning. A donor says they never got a thank-you. A member swears the renewal reminder never arrived. When you check Altru, nothing looks wrong. There’s no red flag on the record and no error message waiting for you. That’s the hardest part
How to Set a Default Designation on Altru Donation Web Forms
Look at the designation report for your online donations. If one fund you never promote is collecting a surprising share of web gifts, check whether it happens to be the first item in the donation form’s designation dropdown. Donors who don’t touch that field send their gift wherever the list starts, and that’s rarely your
Requiring Registration on Altru Web Forms: Options and Tradeoffs
The usual reason for wanting registration on Altru web forms is the cleanup. Someone buys tickets online as a guest, then buys a membership a month later, then donates at year end, and you end up with three constituent records for one person. Making everyone log in or create an account first looks like the
How to Run a Free Month or Extension Membership Promotion in Altru
“Join before December 31 and get 13 months for the price of 12.” It’s one of the easiest membership offers to market and one of the more awkward ones to run in Altru. A price discount is simple to set up. Adding time to a term is a different thing, and Altru doesn’t treat the
How to Limit Ticket Types for an Event in Altru (and Cap Their Quantity)
Say you’re running a members-only evening with 150 spots, and you want no more than 30 of them sold at the student rate. Or a family program where every child ticket has to come with at least one adult. In Altru, the event capacity is easy to set. Capping one ticket type inside that capacity
