Spontaneous givers are more likely to give to an organization through word of mouth from a friend or family member, which means that GivingTuesday may have led many to make a gift to your organization for the first time. As you process your GivingTuesday gifts, are you seeing new names and wondering how to best welcome…
Hi everyone - we are seeing about a 3% decline rate when people use Apply Pay online with our Altru webforms and BBMS. This is noticeably higher than the decline rate with regular credit cards. Just wondering if anyone else has noticed this or if anyone has any insight into why this is happening or if there is anything we…
Hi All! We are looking at expanding our usage of NXT Marketing Emails and trying to figure out where uploaded images are stored and organized and if there is anything we can do to make it easier to access our images for an email template. Also, is there a limit to the amount of images we can store and does it cost extra?…
The total amount of credit card charges on the Total Revenue and Payment Reports is matching the credit card disbursement total, but not the deposit summary. The American Express amounts are split into 2 different amounts. I have to manually add one of those to the deposit page to make the totals match. Anyone else…
I am working on LYBUNTs for my director and my predecessor made a great query for this task. I would love to just use it and update it, but on my latest export, we noticed that some members of households were included that probably shouldn't be (their spouse or other member of the household did give this year). What…
Hello, Has anyone developed a workaround for accepting group sales payments online? I am thinking I could create a daily sales program and a fund dedicated to rentals and have our events people send the link to their clients. When we receive a payment, we can then do a non-fiscal refund and sale on the reservation. It's a…
I'm finding when using a merge field when building an email on Online Express, it's causing the layout of the email to show up differently on a mobile. Without a merge field, the layout is responsive and text is a readable size on a mobile phone. When I sue a merge field, eg “Dear (first name)”, it causes the layout of the…
Is there anyone who has converted from RE to Altru who would be willing to hop on a call with me to tell me about the experience?
We are having issues with when to record a gift as an individual donor or an institutional gift. Do you have rules to determine which the gift should be recorded as. For instance, Family Foundation and Foundation. If it is from a Family Foundation would you record this as an individual gift or an institutional funder/gift.…
I'm set up to receive alerts when we sell a membership online. Is there a way to set up alerts for when a membership is sold online? I send out personalized welcome emails and would love to get an alert each time one is sold in daily sales instead of having to filter through reports.
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