Altru Education & Training Available in November

As I mentioned in my last update, when scheduling Masters Workshops for the end of this year, we tried to make sure we were supporting the tasks that would help you have a successful end of the year. In October, we focused on database clean-up (even the Altru Learn Lab at bbcon was focused on data health!) In November, we’re taking a look at queries and appeals, so that you can pull the best possible mailing lists and segment your mailings how you want them.

We’ll finish up the year focusing on end of year reporting and improving or updating your acknowledgement letters for those year end gifts and the coming new year.

Also, last month we released a new class – Membership Communications in Altru. I highly recommend it for anyone responsible for membership cards and membership renewal notices.

Happy Learning!

Altru Masters Workshop: Focus on the Field – Advanced Appeals and Segmentation – November 4th – 1-2pm 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: Focus on the Field – Query Tips for Ticketing – November 4th – 4-5pm ET – Register here

Have you ever wished you had a query decoder? Or found yourself expanding endlessly in Browse for Fields in? Well, then this workshop series is for you! The first of a three part series, this one-hour instructor-led workshop will review the architecture of common query source views for ticketing (Sales Order and Reservation) and how they compare to a sales order record. You’ll also leave the class with an arsenal of common fields and techniques for all of your ticketing queries.

Altru Masters Workshop: Focus on the Field – Query Tips for Fundraising – November 11th – 4-5pm ET – Register here

Have you ever wished you had a query decoder? Or found yourself expanding endlessly in Browse for Fields in? Well, then this workshop series is for you! The second of a three part series, this one-hour instructor-led workshop will review the architecture of common query source views used for Fundraising (Constituent and Revenue) and how they compare to constituent and revenue records. You’ll also leave the class with an arsenal of common fields and techniques for all of your fundraising queries.

Altru Masters Workshop: Focus on the Field – Query Tips for Membership – November 18th – 4-5pm ET – Register here

Have you ever wished you had a query decoder? Or found yourself expanding endlessly in Browse for Fields in? Well, then this workshop series is for you! The third of a three part series, this one-hour instructor-led workshop will review the architecture of common query source views used for Membership (Constituent and Membership) and how they compare to membership records. You’ll also leave the class with an arsenal of common fields and techniques for all of your membership queries.

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 – November 9, 30

Batch 101 – November 18. December 4

Daily Financial Reconciliation – November 11, 30

General Sales 101 – November 3, 16

Introduction to Altru – November 2, 20

Managing Group Sales Reservations – November 6, 17

Membership Communications – November 13, 30

Membership Setup 101 – November 5, 16

Merchandise 101 – November 12

Query 101 – November 10, December 3

Query 201 – November 12, December 3

Revenue 101 – November 3, 19

Ticketing Setup 101 – November 4, 17

Web Forms 101 – November 13, December 2

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!