How-to
How to Remove the Additional Donation Field from Altru Donation Forms
A donor lands on your giving page, types $100 into the gift amount, and then sees another prompt asking whether they’d like to make an additional donation. To them, that’s a strange question, since they’re already donating. Some skip it, some hesitate, and a few type another amount and end up with two gifts they
How to Change a Donation into a Membership in Altru
A supporter mails a check for $120 with a note that says “for our family membership.” It gets entered as a donation. Three weeks later they call to ask where their membership cards are. Now you have a gift in Altru that should have been a membership payment, and there isn’t one obvious “convert” action
How to Report on Altru Discounts by Price Type and Event Date
Finance wants to know what the spring member-preview discount actually cost. Marketing wants to know whether the half-price child promo moved anyone on weekday mornings. Both questions sound simple, and both get stuck on the same detail: they need discounts broken out by price type and by the date of the event or visit, not
How to Make Sure Staff Close the Cash Drawer in Altru Every Day
It’s 8:15 the next morning, the first cashier sits down at the register, and yesterday’s drawer is still open in Altru. Somebody walked out at close without finishing the job. Now the opener is waiting on a supervisor, yesterday’s sales can’t be reconciled cleanly, and the deposit is off by a day. A drawer left
How to Limit How Many Times a Discount Code Is Used in Altru
You give a radio station 200 free admissions for a giveaway, or a corporate partner gets “the first 500 guests” at half price. You set up a promo code, it goes out, and then it lands on a coupon site. Two weeks later the code has been used far more times than the deal you
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 Customize Altru Program Rosters: Contacts, Price Types, Sort Order
The educator running Saturday’s homeschool science lab needs four things from the roster: who’s coming, how to reach the parent if the session is canceled, which kids are on a member rate or a scholarship, and a list in an order she can check off at the door. The standard program roster in Altru gets
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
Altru Ticket Template Merge Fields: What Prints and What Doesn’t
A guest calls to ask for a refund and reads you the ticket. It shows the event, the date, the price type and a barcode. It doesn’t show when they bought it, who bought it, or the order number. Now you’re searching daily sales by name and hoping only one Smith bought two adult tickets
How to Report Marketing Survey Answers on Sales Orders in Altru
You added a “How did you hear about us?” question to your ticket sales, staff and guests have been answering it for months, and now marketing wants a simple report: which answers go with which orders, how many tickets, and how much revenue. Then you open a sales order query and can’t find the survey
