Social Good Software
How to Add an Email Opt-In Checkbox to Altru Checkout
Someone buys two adult tickets online, types in their email address, and from then on gets your newsletter, member appeals, and event announcements. They never actually said yes to any of that. They gave you an address so their tickets could be delivered. An explicit opt-in checkbox at checkout fixes that gap, and you end
How to Unscan a Ticket in Altru (and What to Do When You Can’t)
A volunteer scans a family’s four tickets, then realizes they’re holding the wrong order. Or a guest gets scanned at the gate, remembers the stroller in the car, and comes back twenty minutes later to a scanner that says “already used.” In both cases the obvious ask is the same: can we just undo the
How to Handle Ticket Rescheduling Requests for Altru Online Buyers
A family buys four timed tickets for Saturday at 11:00. Friday night the forecast turns to thunderstorms, or a kid gets sick, and they want Sunday instead. They look for a “change my date” link in their confirmation email, don’t find one, and either call you, email you, or simply don’t show up. The short
How Far in Advance Can You Schedule Programs in Altru?
The school group coordinator calls in October wanting to lock in a field trip for next November. Your summer camp director wants next year’s sessions on the website before this year’s camp has even ended. Your gala committee wants to sell early tables fourteen months out. And when you go to schedule the program in
How to Query Household Revenue for Memberships in Altru
The Smiths have been members for nine years. Dad bought the original family membership, Mom renewed it twice, and their daughter gave a gift membership to her grandparents last spring. Ask Altru “how much has this family given us?” and you’ll usually get three partial answers, one per person, because revenue in Altru is recorded
How to Handle Sales Tax on Memberships in Blackbaud Altru
Sales tax on memberships comes up for a lot of admin teams, usually after an audit, a new state ruling, or a finance director asking why ticket sales show tax and memberships don’t. The awkward part is that Altru’s tax handling was built mainly around things like merchandise and point-of-sale items. Memberships don’t usually behave
Changing “Spouse” to “2nd Member” in Altru: What Works Instead
A dual membership is sold to two adults. They might be married. They might also be roommates, a grandparent and an adult grandchild, two friends, or a parent and a nanny who brings the kids on Tuesdays. When the form or the front-desk screen calls the second person “Spouse,” some of those people feel misread,
Hiding Expired Membership Cards on the Altru Constituent Record
Open the constituent record for a family that has belonged for ten years and you may find a long stack of membership cards: last year’s, the year before, a replacement for a lost card, a card for a nanny who is no longer on the membership. Only one or two of them are good today.
How to Batch Membership Card Processes in Altru (and Run Fewer of Them)
Every Monday, someone on the membership team opens the card processes in Altru and runs them one after another: individual and family, then upper levels, then reciprocal or corporate, then whatever special program got added last spring. Each one gets the same date range, and each one produces its own output file to download, check,
How to Put Altru Membership Guest Passes in a Phone Wallet
A member pulls up their card in Apple Wallet at the entrance, and they’ve brought a friend. The member scans fine. Then the friend’s admission turns into a conversation about which benefit applies, whether the member has used their guest passes this year, and where the paper voucher went. Getting guest passes onto a phone
