Email Designer
How to Capture an Email Address in an Altru Survey Question
Say you add a question to an Altru form, something like “Recipient’s email address” on a gift membership or “Teacher’s email” on a school group booking. People fill it in and the answers get saved. Then you need to email those people, and you find out the answers aren’t on any constituent record. They sit
How to Add or Update Constituents in an Altru Appeal Mailing
The year-end appeal list went to the mail house on Monday. On Wednesday, the development director forwards three names: a new board member, a lapsed donor who just called, and a family whose address was wrong. Can you just add them to the appeal mailing in Altru? And while you’re in there, what happens to
How to Edit or Delete an Altru Query Created by a Former Employee
Someone leaves, and six months later you open the membership lapse query everyone relies on, try to add one field, and Altru won’t let you save it. Or you’re cleaning up the query list and can’t delete a pile of half-finished queries named “test2” and “Sarah DO NOT USE.” Either way the cause is the
How to Change Appeal Mailing Merge Fields in Altru
You build an appeal mailing in Altru, run the export, open the file in Word to start the merge, and the column you actually need isn’t there. Maybe it’s the last gift amount, a membership level, a spouse name, or a custom ask. The columns you do get are the ones that came with the
How to Add an Email Opt-In Checkbox to Altru Checkout
Someone buys two adult tickets online, types in their email address, and from then on gets your newsletter, member appeals, and event announcements. They never actually said yes to any of that. They gave you an address so their tickets could be delivered. An explicit opt-in checkbox at checkout fixes that gap, and you end
How to Show Order Balance Due in an Altru Query
A group sales coordinator asks for a simple list: every order that still owes money, with the amount due. It sounds like a five-minute query. Then you open the sales order fields in Altru’s query tool and can’t find a clean “balance due” column to drag in. You’re not missing something obvious. Altru’s query sources
How to Query a Pasted List of Constituents in Altru (and What Works Better)
Someone hands you a spreadsheet with 140 lookup IDs, or a column of emails from an event sign-in sheet, and asks, “Can you pull these people in Altru?” Your first instinct is to open a query, add a filter, and paste the whole column in. That’s where things get awkward. Here’s what tends to work,
How to Undo a Change in an Altru Query (and Avoid Needing To)
You dragged a field into the wrong spot, deleted a filter you needed, or changed an output column, and now the query doesn’t return what it did five minutes ago. You go looking for Ctrl+Z and it isn’t there. The short version: as far as we know, Altru’s query designer has no step-by-step undo history.
How to Send Joint Mailings to Unmarried Partners in Altru
Two people share a home, share a membership card, and come to every member night together. They aren’t married. Your year-end appeal goes out, and they get two envelopes at the same address, or one envelope addressed to only one of them. Neither result is what you wanted, and both cost something: postage in the
How to Alert Fundraisers When a Prospect Checks In at Your Altru Site
A major gift prospect walks in with their grandkids on a Saturday morning, scans a membership card, and spends three hours on site. The development director finds out on Tuesday, if at all. That gap costs you a natural moment for a hello, a thank-you, or a quick behind-the-scenes invitation. Altru records the visit. What
