Getting Ready for End of Year! Altru Education & Training Update for October 2015
Published
It seems to me like this year has flown by! Hard to believe that October is upon us.
I’ve been starting to think about all of you and how it’s about time to be getting ready for fall and end of year appeals. I know that during my time in the development office that meant rounds of passing around appeal mailing lists and finding every data problem we had in constituent records. More often than I like to admit, the issue were fixed on the Excel mailing list and not in our database, and the next appeal mailing list had exactly the same problems. I’d like to help all of your avoid my past mistakes.
Over the next three months, we’ve planned our Masters Workshops to help you do three important things – 1. Cleaning up your Altru database; 2. Pulling the best mailing lists you can and using Altru Appeals in the best way possible; and 3. Readying your End of Year reporting.
October is focused on the clean-up, November on better queries for appeals and for end of year reporting, for development, membership and visitor services, and December on end of year reporting and analysis and updating and improving your acknowledgement letters.
It’s also exciting for me to be able to announce that we’ve got a brand new online class! As I mentioned last month, the new Membership Communications class will be released this month – check out the class list below for the dates it’ll be running.
Happy Learning!
Altru Masters Workshop: Tips and Tricks for Constituent Record Maintenance: The Basics – October 6th – 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: Tips & Tricks for Constituent Record Maintenance: Constituent Update Batch & Global Change – October 12th – 1-2pm 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: Tips & Tricks for Constituent Record Maintenance: Duplicate Prevention and Management – October 22nd – 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: A Look Back – New Features Review 2015 Q3 – October 30th – 1-2pm 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 4.3-4.5, reviewing all releases from June 2015-October 2015.
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 – October 15, 28
Batch 101 – October 26
Daily Financial Reconciliation – October 13, 29
General Sales 101 – October 8, 23
Introduction to Altru – October 6, 21
Managing Group Sales Reservations – October 5, 22
Membership Communications – October 12, 27
Membership Setup 101 – October 7, 20
Merchandise 101 – October 12
Query 101 – October 1, 14, 26
Query 201 – October 16, 28
Revenue 101 – October 5, 21
Ticketing Setup 101 – October 9, 19
Web Forms 101 – October 16, 29
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!
I’ve been starting to think about all of you and how it’s about time to be getting ready for fall and end of year appeals. I know that during my time in the development office that meant rounds of passing around appeal mailing lists and finding every data problem we had in constituent records. More often than I like to admit, the issue were fixed on the Excel mailing list and not in our database, and the next appeal mailing list had exactly the same problems. I’d like to help all of your avoid my past mistakes.
Over the next three months, we’ve planned our Masters Workshops to help you do three important things – 1. Cleaning up your Altru database; 2. Pulling the best mailing lists you can and using Altru Appeals in the best way possible; and 3. Readying your End of Year reporting.
October is focused on the clean-up, November on better queries for appeals and for end of year reporting, for development, membership and visitor services, and December on end of year reporting and analysis and updating and improving your acknowledgement letters.
It’s also exciting for me to be able to announce that we’ve got a brand new online class! As I mentioned last month, the new Membership Communications class will be released this month – check out the class list below for the dates it’ll be running.
Happy Learning!
Altru Masters Workshop: Tips and Tricks for Constituent Record Maintenance: The Basics – October 6th – 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: Tips & Tricks for Constituent Record Maintenance: Constituent Update Batch & Global Change – October 12th – 1-2pm 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: Tips & Tricks for Constituent Record Maintenance: Duplicate Prevention and Management – October 22nd – 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: A Look Back – New Features Review 2015 Q3 – October 30th – 1-2pm 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 4.3-4.5, reviewing all releases from June 2015-October 2015.
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 – October 15, 28
Batch 101 – October 26
Daily Financial Reconciliation – October 13, 29
General Sales 101 – October 8, 23
Introduction to Altru – October 6, 21
Managing Group Sales Reservations – October 5, 22
Membership Communications – October 12, 27
Membership Setup 101 – October 7, 20
Merchandise 101 – October 12
Query 101 – October 1, 14, 26
Query 201 – October 16, 28
Revenue 101 – October 5, 21
Ticketing Setup 101 – October 9, 19
Web Forms 101 – October 16, 29
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!
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ARCHIVED | Blackbaud Altru® Tips and Tricks
09/25/2015 8:03am EDT
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