May Altru Education Options
Published
Last month, I celebrated a year in the Altru Education Lead position. It’s crazy how time flies. I’ve learned a lot in a year. I’ve learned more about what Altru users struggle with, more about the importance of ease of accessibility of training resources, and more about how quickly (or not quickly) we are able to release new content that our users need. I’ve also learned even more about how to best use Altru. (I hope you have too!)
As year two gets under way, our users will continue to see the release of new content and easier ways to navigate our resources. We’ve got some long term projects under way as well that I’m hoping we’ll be able to reveal more about throughout the year and maybe even release to you in late 2015.
It’s been a good year and I’m glad to reflect on what’s been accomplished and why I do the job. Every day I come to work because I know that what I do has a positive impact on our customers and through them the communities that they serve.
I’d love to hear from you what you think of what we’ve done this past 12 months and where you think we need to continue to improve. Drop us a note any time on the Altru Community tagged with the category Training.
And now for your regularly scheduled list of instructor-led trainings in May:
Altru Masters Workshop: Tips & Tricks for Constituent Record Maintenance: Duplicate Prevention and Management – May 6th – 1-2pm ET – Register here
In the one-hour instructor-led Masters Workshop, take a step toward learning to manage your database like a pro. Learn how to help prevent and manage duplicates, search for and update erroneous or missing data, and create processes to save time doing all of it!
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.
Altru Masters Workshop: Using Group Sales for Facility Rental – May 7th – 1-2pm ET – Register here
Facility Rentals have a growing presence in Arts & Cultural operations. It is difficult to find an institution that is not providing some resources to the local community by offering its premises and services for rental. While Altru does share the Facility Rental processes with Group Sales, these are distinct operations and this one-hour instructor-led Masters Workshop will review these differences and how the Facility Rental team at your organization can take full advantage of Altru to efficiently manage operations. We will identify key configuration elements and how the group sales process can be aligned to the unique needs of facility rentals.
Altru Masters Workshop: Increasing Membership Renewals Through Online Sales – May 11th – 2-3pm ET – Register here
In this one-hour instructor-led online event, we will discuss how to send email renewal notices with a direct link for a member to renew/upgrade their membership. We will also discuss the importance of driving Members to register for the web to receive special discounts and rates for tickets.
Altru Masters Workshop: Tips and Tricks for Constituent Record Maintenance – May 19th – 1-2pm ET – Register here
Want to figure out why you keep mailing “Mr. Jones and Jones”? Wondering what to do if you are in your own database three times? This one-hour instructor-led online event will help you better understand the tools in Altru to help keep away the dust bunnies and make sure your database is an accurate record of your supporters. Prerequisites for this class: Introduction to Altru and Query 101 in Altru.
Altru Masters Workshop: Converting Visitors into Members – June 4th – 1-2pm ET – Register here
Memberships are an important component of an Arts & Cultural organization’s “community”. More than just a revenue stream, they are a key component of event participation, loyalty, and championing the mission of the organization. During this one-hour instructor-led workshop we shall investigate what opportunities organizations have to leverage Altru to develop a strategy and implement features such as appeals, events, and discounts to recruit visitors into becoming members.
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 – May 15, 27
Batch 101 – May 1, 26
Daily Financial Reconciliation – May 13, 26
General Sales 101 – May 5, 21
Introduction to Altru – May 4, 19
Managing Group Sales Reservations – May 8, 22
Membership Setup 101 – May 8, 18
Merchandise 101 – May 12
Query 101 – May 14, 29
Query 201 – May 15, 28
Revenue 101 – May 4, 20
Ticketing Setup 101 – May 8, 20
Web Forms 101 – May 12, 29
As year two gets under way, our users will continue to see the release of new content and easier ways to navigate our resources. We’ve got some long term projects under way as well that I’m hoping we’ll be able to reveal more about throughout the year and maybe even release to you in late 2015.
It’s been a good year and I’m glad to reflect on what’s been accomplished and why I do the job. Every day I come to work because I know that what I do has a positive impact on our customers and through them the communities that they serve.
I’d love to hear from you what you think of what we’ve done this past 12 months and where you think we need to continue to improve. Drop us a note any time on the Altru Community tagged with the category Training.
And now for your regularly scheduled list of instructor-led trainings in May:
Altru Masters Workshop: Tips & Tricks for Constituent Record Maintenance: Duplicate Prevention and Management – May 6th – 1-2pm ET – Register here
In the one-hour instructor-led Masters Workshop, take a step toward learning to manage your database like a pro. Learn how to help prevent and manage duplicates, search for and update erroneous or missing data, and create processes to save time doing all of it!
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.
Altru Masters Workshop: Using Group Sales for Facility Rental – May 7th – 1-2pm ET – Register here
Facility Rentals have a growing presence in Arts & Cultural operations. It is difficult to find an institution that is not providing some resources to the local community by offering its premises and services for rental. While Altru does share the Facility Rental processes with Group Sales, these are distinct operations and this one-hour instructor-led Masters Workshop will review these differences and how the Facility Rental team at your organization can take full advantage of Altru to efficiently manage operations. We will identify key configuration elements and how the group sales process can be aligned to the unique needs of facility rentals.
Altru Masters Workshop: Increasing Membership Renewals Through Online Sales – May 11th – 2-3pm ET – Register here
In this one-hour instructor-led online event, we will discuss how to send email renewal notices with a direct link for a member to renew/upgrade their membership. We will also discuss the importance of driving Members to register for the web to receive special discounts and rates for tickets.
Altru Masters Workshop: Tips and Tricks for Constituent Record Maintenance – May 19th – 1-2pm ET – Register here
Want to figure out why you keep mailing “Mr. Jones and Jones”? Wondering what to do if you are in your own database three times? This one-hour instructor-led online event will help you better understand the tools in Altru to help keep away the dust bunnies and make sure your database is an accurate record of your supporters. Prerequisites for this class: Introduction to Altru and Query 101 in Altru.
Altru Masters Workshop: Converting Visitors into Members – June 4th – 1-2pm ET – Register here
Memberships are an important component of an Arts & Cultural organization’s “community”. More than just a revenue stream, they are a key component of event participation, loyalty, and championing the mission of the organization. During this one-hour instructor-led workshop we shall investigate what opportunities organizations have to leverage Altru to develop a strategy and implement features such as appeals, events, and discounts to recruit visitors into becoming members.
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 – May 15, 27
Batch 101 – May 1, 26
Daily Financial Reconciliation – May 13, 26
General Sales 101 – May 5, 21
Introduction to Altru – May 4, 19
Managing Group Sales Reservations – May 8, 22
Membership Setup 101 – May 8, 18
Merchandise 101 – May 12
Query 101 – May 14, 29
Query 201 – May 15, 28
Revenue 101 – May 4, 20
Ticketing Setup 101 – May 8, 20
Web Forms 101 – May 12, 29
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ARCHIVED | Blackbaud Altru® Tips and Tricks
04/27/2015 2:29am EDT
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