How-to
Where to See Membership Auto-Renewal Status in Altru (and Make It Obvious)
A member calls to ask whether their card will be charged next month. The person who answers opens the constituent record, sees an active membership and an expiration date, and still can’t say for sure whether that membership is set to renew on its own. They put the caller on hold and go digging. That’s
How to Let Members Upgrade Mid-Term Online in Altru
A family buys an Individual membership in January. By May they have a new baby, a grandparent who wants to come along, and a strong opinion that they should have bought the Family level. They want to pay the difference from home on a Sunday night. Whether they can depends less on the payment page
Why Altru Refunds Show as “Order” on the Constituent Record
A guest calls to ask whether their refund went through. You pull up their constituent record, look at recent revenue, and see two lines that both say “Order.” One is the purchase. The other is the refund. Nothing on that summary view says which is which, and with a guest on the phone you’re now
How to Run a New Member Welcome Email Series from Altru
A new member’s first month is when they decide whether the membership was worth it. A short series of emails (a thank-you, a reminder to visit, a nudge toward the perks they haven’t used yet) does a lot of that work for you. The catch is that Altru is built around sending communications to a
How to Send Automatic Reminder Emails to Altru Group Sales Customers
A school group of 60 books a field trip in October for a date in May. Between those two moments, a lot can drift: the teacher who booked it changes, the bus company moves the arrival time, the chaperone count doubles, and nobody remembers the lunchroom rules. The reminder email a week out is what
Altru Membership Portal: Letting Members Renew, Upgrade, and Update Online
Ask a membership manager which calls eat up the most time, and the list is usually the same: “When does my membership expire?”, “Can you update my address?”, “I want to move up to the family level,” and “I renewed online, why does my card still say the old date?” None of these need a
Adding a Facebook Pixel to Altru Web Forms: Testing and Workarounds
A marketing manager launches a membership campaign on Facebook and Instagram, spends real money on it, and a month later can’t say whether any of it sold a single membership. The ads link to the museum’s website, the website hands off to an Altru web form, and somewhere in that handoff the Meta Pixel loses
How to Preview Merged Letters in Altru Before You Print
You find out a letter merge went wrong when a donor calls to ask why her thank-you says “Dear ,” or lists a gift amount of 250 with no dollar sign. By then two hundred copies are already in the mail. The fix is to look at real merged letters before anything prints, and Altru
How to Calculate Membership Renewal and Retention Rates in Altru
“What’s our renewal rate?” sounds like a single number. In practice, ask three people at the same museum and you’ll get three answers, because each of them is dividing different things. Before you build anything in Altru, settle the definitions. The query work is the easy part once you know what you’re counting. Renewal rate
How to Let Visitors Apply a Ticket to an Altru Membership Online
A family of four buys general admission online, has a great morning, and on the drive home starts wondering whether a membership would have been the smarter buy. At the front desk, staff can usually make that math work for them on the spot. Online, the same family often finds a membership form that charges
