Blackbaud Altru
How to Run Marketing Surveys with Altru and Use the Results
Running a visitor or member survey is easy. The hard part is getting the answers back next to the person who gave them, so that “would you renew?” or “how did you hear about us?” can actually drive a list, a segment, or a decision. That is where a lot of survey projects stall: the
How to Record Donor Advised Fund Gifts in Altru (Credit, Pledges, Spouses)
A check arrives from Fidelity Charitable, Schwab Charitable, or a community foundation, with a note saying it’s “recommended by Jane and Tom Rivera.” Who gave the gift? Legally, the fund did. In practice, the Riveras are the people you thank, invite to the donor reception, and count when you look at their lifetime giving. A
How to Change the Patron on an Altru Group Reservation
A school books a field trip in February. In April the teacher who made the booking leaves, the district’s business office takes over billing, and someone asks you to “just move the reservation to the district.” It sounds like a one-field edit. In Altru it often isn’t, and how you handle it depends on what
How to Restrict Ticket Delivery Methods by Program in Altru
Some programs can’t be fulfilled every way a ticket can be delivered. A behind-the-scenes tour with a waiver and a check-in list shouldn’t go out by mail. A gala seat that comes with a printed packet shouldn’t be a print-at-home ticket. A school program that a teacher books in advance probably needs a street address,
How to Track Rental Items in Altru: Strollers, Wheelchairs, and More
Strollers, wheelchairs, wagons, audio guides, lockers, binoculars for the bird blind. Almost every visitor-serving organization lends or rents something, and sooner or later someone asks how to track it in Altru. The honest answer is that Altru is very good at recording the sale of a rental and much less suited to tracking the item
How to Count Individuals and Households by ZIP Code in Altru
“How many people do we have in each ZIP code?” sounds like a one-query job. It turns into two questions as soon as someone asks a follow-up: are we counting people or mailboxes? A grant report about community reach usually wants individuals. A postcard budget wants households, because two adults at one address get one
Interactions vs. Communications in Altru: Which One to Use When
Two staff members talk to the same donor in the same week. One logs a phone call. The other sends a renewal letter. A month later, someone pulls up the constituent record and can’t tell what was said, what was mailed, or whether anyone followed up. Usually the problem isn’t missing data. Each person put
How to Sell and Track Gift Cards and Gift Certificates in Altru
Every December somebody at the admissions desk gets asked, “Do you sell gift cards?” Altru doesn’t give you a clear answer. As far as we know it has no built-in gift card or gift certificate feature with a stored balance that a guest can spend down over several visits. So any organization that sells them
How to Print Barcode Labels for Altru Merchandise, Including Small Tags
A new shipment of plush animals, enamel pins, and exhibit catalogs arrives at the gift shop the week before a big opening. Every piece needs a price tag the register can scan, and the tags have to fit on a keychain as well as a coffee-table book. Getting there with Altru comes down to one
How to Track Which Letter Each Constituent Received in Altru
A donor calls and says, “I got two letters from you this month and they asked for different amounts.” Can you see which two? In a lot of Altru databases the honest answer is no. The mailing list went out of a query, someone did a mail merge in Word, the envelopes went to the
