Email Designer
How to Send Newsletters and Other Non-Appeal Emails in Altru
A monthly newsletter, a parking notice for a members’ night, a “your exhibit opens Saturday” note. None of these ask anyone for money. Altru’s marketing and communications tools, though, were built mainly around fundraising, so a lot of staff hit the same wall: everything seems to want an appeal attached, and a newsletter isn’t one.
How to Sort Altru Membership Card Process Results by Level or Country
You run the membership card process, open the output, and the rows come out in an order that suits nobody. The Family cards are scattered among the Individual cards, the overseas members are buried in the middle, and whoever stuffs envelopes now has to sort a stack of printed cards by hand before anything goes
Different Default Name Formats for Different Constituents in Altru
“Dear Bob” works fine on a family membership renewal. On a thank-you letter to a board member who just gave $25,000, it can read as careless. Many Altru organizations want donors addressed formally, members casually, and organizations by contact name, and they’d like Altru to apply the right style automatically depending on who the constituent
How to Track Membership Renewal Notice Response Rates in Altru
You sent the first renewal letter in January, the second in February, and a lapsed-member email in March. Your board wants to know which of them worked. Renewal revenue for the quarter is easy to find in Altru. Proving that a particular notice caused a particular renewal is harder, and the answer depends on whether
How Altru Matches Web Form Emails to Existing Constituents
A longtime member buys two tickets online. She types her name the way she always does, uses the same email address she has had on file for ten years, and checks out. The next morning there are two of her in Altru: the original record with her membership history, and a brand-new constituent holding last
How to Log One-Off Emails on a Constituent Record in Altru
A donor emails your development director to say she’s moving to Arizona and wants her membership card sent to the new address. The director replies, updates nothing in Altru, and goes on vacation. Three weeks later the renewal letter goes to the old house, and nobody can find the email that explains why. Emails sent
How to Customize the Altru Web Form Confirmation Page
The confirmation page is the one screen every online buyer sees, and it is usually the least designed page in the whole purchase. Someone has just bought four timed tickets for Saturday. What they want to know right now is whether it worked, what time to show up, whether they need to print anything, and
How to Build a Development Officer Dashboard in Altru
Ask a development officer what they open first on Monday morning and the honest answer is usually a spreadsheet someone exported last Thursday. Altru holds the gifts, pledges, memberships, and interactions they care about, but it doesn’t hand each fundraiser a ready-made “my portfolio at a glance” screen. You can get close. It takes a
How to Update Constituents and Households in Blackbaud Altru
A couple who have been family members for six years move across town. One of them calls to give the new address. A month later the renewal notice goes to the old house, addressed to the other spouse, and the membership card in the kitchen drawer still shows a name that changed after a wedding
How to Get Reminders for Prospect Plan Steps in Altru
A major gift officer adds a step to a prospect plan: “Call after the gala, follow up on the naming opportunity.” The expected date is three weeks out. Three weeks later, nobody calls, because nothing in front of them said it was due. The step is still sitting in the plan, technically planned, practically forgotten.
