Email Designer
Altru Web Acknowledgement Emails: Which Merge Fields You Can Use
A parent buys three camp registrations online for their kids. The confirmation email lands with “Dear Jordan,” the parent’s name, and nothing about which child is enrolled in which session. A donor pays $250 for a gala ticket that includes a $75 dinner and wants an email that shows the deductible portion, and the template
How to Print a Single Acknowledgment or Receipt in Altru
A donor calls on Tuesday: their accountant needs a receipt for last spring’s gift, and they need it today. You open their constituent record in Altru, find the payment, and then go looking for a print button that turns that one gift into a letter. For most organizations it isn’t there. This article explains why
Working Around Altru Volunteer Limits: Scheduling, Profiles, Reports
Volunteer coordinators at museums, zoos, and gardens tend to hit the same wall with Altru. The donor and member side of the database is deep, and then you open the volunteer side and find it covers the basics: who your volunteers are, what jobs exist, and who worked when. Coordinators who need self-scheduling, onboarding checklists,
How to Track Finder Numbers on Online Membership Renewals in Altru
You mail a renewal appeal to a few thousand lapsing members. Every letter carries a finder number so you can tell which segment and which package brought each renewal back. At the desk, staff key it in and the response lands on the right appeal. Online, where a large share of renewals now come in,
How to Get Altru Reports Emailed Automatically on a Schedule
Every Monday someone on staff logs into Altru, runs last week’s attendance and revenue numbers, exports them to Excel, tidies the columns, and emails the file to the director, the finance office, and the board chair. It eats a good part of the morning, and when that person is on vacation, the email just doesn’t
How to Preview and Test an Altru Email Before You Send It
An event invitation goes out to 4,000 members with “Dear ,” in the greeting and a link pointing to last year’s gala. Nobody caught it because the only way anyone saw the email before it went out was a quick look at the template in the editor, and the editor doesn’t show what a real
How to Catch Donor Comments and Tribute Notes from Altru Online Sales
A donor gives online in memory of her father and types a line in the comment box asking that the card go to her mother. The email alert lands in the development inbox and shows the amount, the donor, and the form. It doesn’t show the comment. Three weeks later the acknowledgment goes out with
How to Track Tasks and Follow-Up Reminders in Altru
A school calls to book a field trip for 60 students and promises a deposit by Friday. A donor mentions at a member event that they’d like a call about naming a bench. A vendor needs final headcount for the gala two weeks out. Each of these is a small promise, and each one lives
How to Customize Altru Canned Reports (and Get More Detail)
The board wants last month’s membership numbers broken out by level and by ZIP code. Altru’s standard membership report gets you halfway, the layout is locked, and the column you need isn’t on it. Every Altru administrator hits this at some point. The short version: the canned reports in Altru are built to be run,
How to Send Pledge Installment Reminders from Altru
Picture a donor who makes a capital campaign pledge payable in quarterly installments. The first payment arrives on time. The second slips by a few weeks because nobody reminded them it was due, and by the time anyone notices, someone on the development team is making an awkward phone call. A short note a month
