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We’re so excited that you’re joining the Altru
Community and we’d like to start off by giving
you a quick introduction to Altru.
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Altru is a platform built to meet the needs of arts
and cultural organizations.
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It integrates fundraising, ticketing and financial
tools all into one program so all of your
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organization’s needs can be met in one
consolidated location.
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Because Altru allows you to seamlessly
cultivate donors, schedule programming, sell
tickets,
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and manage earned and contributed revenue,
your team can more efficiently work together
towards achieving your mission.
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If you haven't already, check out the Basic
Navigation and General Features video to learn
about navigation tools in Altru.
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Let’s jump in and take a look. After starting
Altru, the program will open on your Home
screen.
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You can customize this screen to contain quick
shortcuts to the areas of the program you
access most frequently.
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The Constituents section offers all of the tools
you need to manage your Constituent records.
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If you work in your organization’s development
office, you will likely spend a lot of time here.
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In the main section of the Constituents screen,
we see buttons representing the various tasks
that can be performed here.
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From here we can search for Constituents, add
any of the various types of Constituent records,
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work with Recognition Programs and Tributes,
and perform duplicate record management.
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You also have some key configuration tasks for
constituent records and reports.
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Let’s jump over to the Marketing and
Communications section.
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This is the mailing epicenter of Altru, this is
where you’ll plan, configure, and send out all of
the different mailings to your Constituents.
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As you can see, from this section you can
handle your appeal mailings, acknowledgments,
pledge reminders, etc.
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Many of the Configuration Tasks here will impact
how your mailings look,
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so later you’ll spend time on this page setting
up default settings for your mailings.
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The next functional area is Revenue.
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Again we have some important Configuration
Tasks that you’ll work on later.
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From this section you can add Revenue to your
database one at a time, add a large number of
revenue records at once through Batch,
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or generate automatic recurring gift or pledge
payments through EFT.
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When you add a payment in Altru, whether
through the Add a Payment button or through a
batch,
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you can add anything from a donation to a
payment towards a membership, pledge or an
event registration.
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Accounting Managers will also use this section
to Post Revenue to the General Ledger.
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Let’s hop over to the Sales section.
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If you’re a Guest Services Manager or a Ticket
Seller, you will spend a lot of time working in the
Sales section.
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Through the Sales screen you can access
Group, Daily and Advanced Sales screens,
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you can also manage any existing Sales Orders
through this section.
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Any revenue you receive through your Ticketing
Office should be added through the relevant
Sales screen.
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If it’s your duty to approve cash drawer
reconciliations, you’ll do that through the Sales
section
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as well as create and manage all Sales
Deposits.
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Do you host Gala’s or Member Dinners?
In Altru, we call those Fundraising Events and
you’ll work with them in the Events section.
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The Events screen offers you all of the tools you
need to configure event defaults, add, manage
and report on Events.
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Altru also allows you to use multi-leveled events,
for example a Member Retreat that includes
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multiple smaller events within the main Retreat
event.
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To encourage patron involvement and raise funds
for educational experiences, your organization
may offer a membership program.
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You can manage your membership programs
easily from Memberships.
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From here you can edit membership programs
as well as print cards and set up membership
promotions and discounts.
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You can also access quick reports to stay in
tune with your organization’s membership trends
and revenue.
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By opening a membership program you can
manage it in even more detail.
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Here you can manage membership tasks,
renewals, and reports.
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You can also get a quick view of membership
activity and revenue and manage the program’s
levels.
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If Volunteers play a large role in your
organization’s success, check out the
Volunteers section.
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From here you can add Volunteer records, add
jobs for which you need volunteers,
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and match up and schedule available volunteers
for those jobs.
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Let’s take a look next at the Fundraising
section.
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If you’re a Development Director, this will be an
important functional area for you.
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From here you setup and manage your
Fundraising Hierarchies which include your
Initiatives, Funds, Projects, etc.
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Let’s move on to the Treasury section.
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From here, Accounting Managers can manage
bank accounts, add and manage Deposits,
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and link Development Office payments to those
deposits.
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In Altru, in order to post most payments to the
general ledger,
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they must be linked to deposits, so this is an
important tool for daily financial operations.
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You can also manage miscellaneous payments
here, for instance revenue collected from a
vending machine onsite.
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The Financials section offers you a one-stop-
shop where you can efficiently manage all of
your major revenue and accounting tasks.
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On the Tasks tab you can manage your
deposits and bank accounts and post revenue to
the General Ledger processes.
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You can also use the EFT section to generate
automatic payments for eligible recurring gifts
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and pledges and access some key financial
configuration tasks and reports.
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The Revenue tab gives you a quick glimpse of
your revenue activity in the date range you
choose.
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The Web section is where you’ll handle all of
your Web Forms setup and management.
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Web Forms enables you to accept donations
and sell tickets and memberships online and
link those transactions up directly to Altru.
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Through the Web screen, you manage which
memberships and tickets can be sold online as
well as
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which designations will be available for online
donations.
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Guest Services Managers will definitely be
interested in this next section: The Tickets
section.
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Some major Configuration tasks take place
through this screen, including setting up
workstations,
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cash drawers and receipt and ticket printers.
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You’ll also complete Ticket Sales and Group
Sales setup here as well as configure the
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Daily Sales Page with buttons you want
available to Ticket Sellers.
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In the Initial Setup section, Altru offers
checklists of tasks to complete in order to
enable ticket sales,
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such as setting up sales methods, tickets
prices, and taxes and fees.
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These checklists are a great guide to help you
on your way to selling tickets through Altru.
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You’ll also setup and manage your Programs
and Discounts in this section.
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In the Tickets section there are 2 types of
Programs: Scheduled Programs and Daily
Admissions Programs.
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Daily Admissions Programs are those that are
available every day, all day, for instance General
Admission.
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A Scheduled Program is one that occurs on set
days and at set times,
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for instance a guided tour that occurs every day
from 2:00-for these you’ll schedule a Program
Event for each occurrence of the program.
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In the Merchandise section you can add and
manage any merchandise you sell at your
organization
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and the vendors who provide that merchandise.
You can also manage discounts here if you’ll
have discounts that apply to merchandise.
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The Analysis section is one of the major
sections you’ll likely use.
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This offers a variety of tools to, you guessed it,
analyze your data and performance.
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Through the Analysis section you can Query to
group records based on criteria you define,
create KPIs,
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or Key Performance Indicators, and access all
of the reports available to you within Altru.
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Our final functional area is Administration.
Depending on your system roles, you may or
may not see many items here.
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In Administration, if you’re an Accounting
Manager you can manage your General Ledger
Setup here,
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you can also access this through the Financials
section we visited earlier.
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This will allow Altru to “tag” all revenue records
with the appropriate account string to integrate
properly with your General Ledger.
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Other important tasks that are done here are
Exporting and Importing data for your database
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and managing Code Tables entries, which are
the choices you have in various dropdown
menus throughout Altru.
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You can also manage your database’s security
here, add new users and assign them system
roles, and reset user passwords here.
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Now that you’ve gotten to know Altru a bit,
you’re ready to rock and roll!
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As you begin to train in Altru and become more
familiar with it, keep this video link on hand in
case you need a refresher.
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Again, we’re so pleased to welcome you to the
Altru community and look forward to working
with you in the days ahead!