Altru Training & Education - September 2015

It’s back-to-school time! For some of you that means a bit of relief from the busy summer season. For others, it’s just the start of working with school groups planning for the rest of their year. Either way, it’s often a transition in focus about this time of year.

For Altru education, this month brings a trial run of a new reoccurring class on Membership Communications (we hope to release it for everyone in October), and new Masters Workshop content that we haven’t offered before. Behind the scenes, we’re still working on expanding our coverage of training materials into areas where we don’t have them currently and on improving the resources that we already have. We’ve got a lot that we’re hoping to wrap up as the year winds to a close – so fall will be a busy time for us.

Check out the Masters Workshops for September and the schedule of our recurring classes below:

Altru Masters Workshop: Visitor Services Revenue and Attendance Analysis – September 3rd – 3-4pm ET – Register here

This Altru Masters Workshop will cover reporting on Visitor Services, attendance, and revenue. In this class we will review the standard report options in Altru and discuss the ability to use query to report on attendance for programs and events and program revenue in your Altru database. The General Sales 101 class and Query 101 class are recommended prerequisites for attending.

Altru Masters Workshop: Managing and Promoting Matching Gifts – September 9th – 1-2pm ET – Register here

During this one-hour instructor-led Masters Workshop session we’ll review the various processes in Altru available to manage the matching gifts process. We’ll also touch up on the various mechanisms that can be leveraged to promote matching gift opportunities amongst your constituents. Revenue 101 in Altru is a recommended prerequisite for this session.

Altru Masters Workshop: Doing More with Combination Packages – September 17th – 1-2pm ET – Register here

In this Masters Workshop, we will review the best practices for using combination packages in Altru and how to plan to sell these combinations using Web Forms. This is a one-hour instructor-led session. Before taking this class it is recommended that student have completed Ticketing 101 in Altru and Web Forms 101 in Altru.

Altru Masters Workshop: Managing Gifts of Membership – September 29th – 3-4pm ET – Register here

In this one-hour instructor-led Masters Workshop session, learn how to manage gift memberships in Altru. We’ll cover how to add a gift message to web forms and incorporate some of the new gift membership fields into member letters and cards.

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 – September 1, 16, 28
Batch 101 – September 29
Daily Financial Reconciliation – September 14, 30
General Sales 101 – September 2, 8, 21
Introduction to Altru – September 4, 9, 24
Managing Group Sales Reservations – September 10, 23
Membership Setup 101 – September 11, 21
Merchandise 101 – September 15
Query 101 – September 2, 14, October 1
Query 201 – September 17, 29
Revenue 101 – September 10, 25
Ticketing Setup 101 – September 9, 24
Web Forms 101 – September 17, 28

Don’t forget, you can get to all of our Altru education resources by visiting www.blackbaud.com/altru-training. Make it a bookmark in your web browser today!