How-to
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 Customize Online Sales Email Alerts in Altru
Altru’s built-in notices for online orders do one job: they tell someone that a web transaction happened. What they don’t do well is tell the right person the right details. The membership manager wants to know a new Family-level member just joined. Group sales wants to know a school booked. Finance mostly wants nothing in
Setting Required Guest Fields on Altru Event Registration Forms
Picture a members’ preview night. One person registers and adds three guests. You need an email and phone for the person paying, but for the guests you really only need a name for the check-in list and maybe a meal choice. If the form asks every guest for a full address and phone number, people
How to Let Supporters Cover the Credit Card Fee in Altru
A $100 gift on a credit card rarely arrives as $100. Processing fees take a few dollars off the top, and across a year of memberships, admissions, and event registrations that adds up to real money. A growing number of nonprofits ask supporters a simple question at checkout: would you like to add a little
How to Apply an Admission Ticket Toward a Membership in Altru
A family of four buys general admission, spends two hours inside, and on the way out asks the desk: “If we join today, can you count what we already paid?” It’s the best membership lead you’ll get all week. The hard part is recording it in Altru so the money lands in the right place
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 Handle Shopping Cart Timeouts for Online Purchases in Altru
A visitor picks two timed tickets for Saturday at 11:00, stops to find their credit card, comes back, and the cart is empty. Or a would-be member starts the membership form, gets halfway through the household details, and is sent back to the start. Both are cart timeouts, and both usually lead to the same
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 Break Down Altru’s Total Revenue and Payments Report
The finance director wants Saturday’s revenue split into cash, card, and check. The education manager wants only camp sales. Development wants donations by revenue category. All three go to the Total Revenue and Payments report first, because it’s the one everyone trusts, and all three find that it won’t break the numbers down the way
How to Change a Merchandise Price at the Register in Altru
A guest brings a mug with a chipped handle to the register and asks for a few dollars off. Or a local artist drops off ten hand-thrown bowls, each priced differently. Or the gift shop manager wants to clear last season’s T-shirts at whatever price moves them. In each case the cashier needs to charge
