Training Available in November

Coming into November, with Thanksgiving on my mind, I begin to take stock of the things in my life that I am thankful for. One of those things is my team at Blackbaud. The people I work with every day are a group of very special, caring, and dedicated individuals who put our customers first. While I am the face of our Altru education efforts this year, everyone on our Support and Professional Services team contributes to the content that we provide to you. I couldn’t do what I do without them.

This month it’s all about filling gaps in our education resources. We’ve wanted to expand our collection around volunteer management, exporting data, and importing for a while now. The Masters Workshops gives us an opportunity to add meaningful resources quickly and test out the content for inclusion in more permanent resources that we’ll develop in the future.

Altru Masters Workshop: Volunteer Management Part I – November 6th – 1-2pm ET – Register here

Volunteers are an integral component of your organizations day to day operations. This two-part Altru Masters Workshop will cover all aspects of how the Volunteer module in Altru can assist in managing your volunteer program. Part I will address how the configuration features in Altru help you organize volunteers and volunteer opportunities to match your organizational needs. Each instructor-led online session is one-hour in length and must be enrolled in separately. We recommend attending Part I as a prerequisite for Part II.

Altru Masters Workshop: Volunteer Management Part II – November 20th – 1-2pm ET – Register here

Volunteers are an integral component of your organizations day to day operations. This two-part Altru Masters Workshop will cover all aspects of how the Volunteer module in Altru can assist in managing your volunteer program. Part II will focus on the day-to-day operational aspects of the Volunteer program: scheduling volunteers for job opportunities, entering hours worked, and reporting. Each instructor-led online session is one-hour in length and must be enrolled in separately. We recommend attending Part I as a prerequisite for Part II

Altru Masters Workshop: Exporting Data – November 10th – 1-2pm ET – Register here

This one-hour online instructor-led Masters Workshop will compare and contrast the ways to extract information from Altru.  Discussions will focus on exporting query results, using OData functionality, and creating and using export definitions.  We will also compare and contrast creating a mailing list using an appeal mailing vs. direct export tools.

Altru Masters Workshop: Import Basics – December 1st – 1-2pm ET – Register here

This one-hour online instructor-led Altru Masters Workshop will cover importing constituent records into Altru. During the class we discuss the process for creating import files using Microsoft Excel and the process for creating batch templates that will be used in your import process. The examples used in class will focus on new constituent and constituent update imports. Batch 101 in Altru is a prerequisite for this class and attendees should have familiarity with using comma separated values spreadsheets.

And as always, we have our regularly scheduled classes:

Appeals & Mailings 101 – Nov 10

Batch 101 – Nov 13

Daily Financial Reconciliation – Nov 3

General Sales 101 – Nov 6, 19

Introduction to Altru – Nov 4, 19

Managing Group Sales Reservations – Nov 11

Membership Setup 101 – Nov 10

Merchandise 101 – Nov 17

Query 101 – Nov 4, 13

Revenue 101 – Nov 3, 18

Ticketing Setup 101 – Nov 11

Web Forms 101 – Nov 18

There are no classes being held the week of Thanksgiving.