New Growth in Spring – April Altru Education Update

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Every year, I am so excited for spring. It’s truly a beautiful season in Minnesota, and after winter here, I’m always ready for the green and the birds and the flowers. I’m reminded that renewal and new growth comes with spring. It’s also true in my work life as well. Many of the projects that were begun in the winter at the beginning of the year start to come to fruition in the spring.

For Altru education so far this year, we released eight task-based curricula plans, 22 new videos, 10 new Masters Workshop classes and one new recurring class, Query 201. It feels good to be able to offer all those new resources to you, our Altru users. The momentum should keep on rolling throughout the spring as well and I’m looking forward to sharing more with you every month.

In the meantime, visiting Training Central to check out everything we have to offer. Remember, everything below is included with your organization’s Altru subscription.

Step-by-step job aids: These downloadable resources, available in Training Central under the Type = materials, provide step-by-step instructions for specific jobs in Altru, as well as advice on important decision making processes.

Videos:  Our videos provide quick, targeted training and are available whenever you need a refresher. They are available to you in two different ways, within Training Central under the Type = online class, and on the Altru videos webpage. There are advantages to accessing the videos through Training Central – we keep track in your transcript of what you’ve watched and you don’t need access to YouTube.

Curricula: These training guides combine videos, job aids, and regular recurring instructor-led classes together into a training guideline so that a user knows exactly what resources will cover topics related to the job they need to perform in Altru. Curricula are available on Training Central under the Type = curriculum. We don’t have a curriculum for every area of Altru yet, but we’re expanding all the time and have over 30 different curricula planned for the future.

The easiest way to find what you need in Training Central is to use Browse for Training, filter on Altru under Subject and on the training Type you want.
Browse for Training2
Here’s what’s in the plans for instructor-led online training in April:

Altru Masters Workshop: Managing Membership Renewal Communications – April 2nd – 1-2pm ET – Register here

Reviewing and revising your membership communications on a regular basis is a great way of keeping your membership program fresh and members engaged. During this one-hour Masters Workshop session we’ll dive into how we can reorganize our membership renewal letters configuration, update content, manage exclusions, and monitor performance.

Altru Masters Workshop: Advanced Appeals and Segmentation – April 9th – 3-4pm ET – Register here

In this one-hour session, we will discuss appeal mailing solicitations and segmentation. This session will focus on end of year solicitations like the annual fund drive, membership drive and donor thank you letters. At the end of the session, you should be able to create multiple selections for different groupings of constituents and attach to an appeal mailing. You should also understand the importance of segmentation and how it affects the responses to marketing efforts.

Altru Masters Workshop: Fundraising & Special Events Part II – April 13th – 1-2pm ET – Register here

This two-part Altru Masters Workshop will cover everything you need to know about Fundraising and Special Events.  Part I covers setting up your events including creating registrations options, assigning event coordinators, tasks, and expenses, and configuring a seating plan. Part II will build on information covered in Part I, so it is suggested that Part I is taken as a pre-requisite to Part II. Part II will focus on what to do after initial event setup, such as creating invitations and managing invitees and registrations. It will also cover reporting on your events. Each session will last one-hour and you must enroll in Part I and Part II separately. Note: A recording of Part I is posted on our website.

Altru Masters Workshop: Membership eRenewals – April 21st – 1-2pm ET – Register here

This Altru Masters Workshop will cover everything you need to know about sending Membership eRenewals in Altru. The class will cover setting up email letters, packages and editing renewal processes. It will also include tips for using the Altru Web Forms to boost online renewals. This workshop will include some content from other customers for best practices and ideas about how to implement this new process.

Altru Masters Workshop: A Look Back – New Features Review Q1 2015 – April 29th – 3-4pm ET – Register here

In this one-hour instructor-led online event, we will discuss all of the changes made to Altru in the past six months. With our every 2-months release schedule, we release six times a year, making changes both big and small in many different areas of Altru. This session will ensure that you are up to date on our new functionality and any workflow changes. We’ll cover Altru 3.19-4.2, reviewing all releases from November 2014-April 2015.

Altru Masters Workshop: Tips & Tricks for Constituent Record Maintenance – Constituent Update Batch & Global Change – May 6th – 3-4pm ET – Register here

In this one-hour instructor-led online Masters Workshop, we will explore two common and powerful database update tools available in Altru, global change and constituent update batch. Discover how to correct data mistakes in your system, when to use each tool, and how to avoid common stumbling blocks while cleaning your records. Familiarity with Batch in Altru is recommended before attending this class.

Did you know?
While these are special Masters Workshop sessions are run live only once or twice a year, we record them whenever possible and post the recording and a copy of the class materials on our website. Check out the past Masters Workshops.

And as always, we have our regularly scheduled classes:

Appeals & Mailings 101 – April 16, 28
Batch 101 – May 1
Daily Financial Reconciliation – April 16, 27
General Sales 101 – April 6, 24
Introduction to Altru – April 9, 22
Managing Group Sales Reservations – April 8, 20
Membership Setup 101 – April 7, 23
Merchandise 101 – April 3, 13
Query 101 – April 15, 28
Query 201 – April 15, 29
Revenue 101 – April 7, 24
Ticketing Setup 101 – April 6, 23
Web Forms 101 – April 13, 30
News ARCHIVED | Blackbaud Altru® Tips and Tricks 03/26/2015 10:30am EDT

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