Stage 1: Get a feel for Altru
In this stage, just get familiar with Altru and how to use some of the resources available to you. Don't worry about learning the details of daily, weekly, and monthly tasks yet; simply focus on the layout, features, and concepts of Altru. With this foundation, you’ll quickly learn the details in the next stages and prepare yourself to work in Altru.

Week One:
  1. Get a Blackbaud.com account. Blackbaud.com Login Help
  2. Complete the Basics of Altru eLearning course.
  3. Join the Altru Community.
  4. Read the following chapters and chapter sections in Altru for Beginners.
    • Introduction
    • Constituents
    • Fundraising - Appeals and Appeal Mailings: Any Number of Ways to Say "Please"
    • Memberships - Retain Members: You Still Really Like Me, Right?
    • Events - Event Information: Shindig Dirt
    • Events – Invitations: The Guest List
    • Revenue – Revenue Communication Money Talks
    • Data Management – Query at Your Fingertips
    • Outroduction
  5. Enroll in the Blackbaud University online instructor-led courses. These two courses are prerequisites for all other Altru online instructor-led courses:
  6. If you are also responsible for your organization's website, check out the role-based training guide for Web Administrators: What training is recommended for a new Web Forms Administrator?
Stage 2: Learn how to do your job
The trainings and resources in this section are arranged so that your most common tasks are addressed first.

Week Two - Daily Tasks:
Constituents
As marketing manager, you’ll be reaching out to the constituents in your database. Use these resources to understand the constituent record in Altru.
  1. Check out these Help Topics:
  2. Watch these videos:
  3. Enroll in the Blackbaud University online instructor-led course Altru: Constituent Record Management.
Query
Query is a grouping tool that allows you to group records with similar characteristics. Queries are used in mailing processes to tell Altru which constituents should receive your mailing.
  1. Enroll in the Blackbaud University online instructor-led courses:
  2. Check out the Help Topic: Getting Started in Query.
  3. Watch the Altru Query videos.
  4. Practice query with a few of these common mailing list queries:
Import Selections
If you have any edits or additions to your list, you can also upload a revised marketing list back into Altru using the Import Selection feature.
  1. Check out the Help Topic: Import Selections
  2. Watch this Video: Importing Selections in Altru
Week Three - Weekly Tasks:
Appeal Mailings
Appeal mailings are used to send fundraising solicitations, general marketing mailings, and other mailings and emails you need to send via Altru.
  1. Enroll in the Blackbaud University online instructor-led course Altru: Appeals and Mailings
  2. Check out the Help Topics:
  3. Watch the videos in these playlists:
  4. Review these Altru Masters Workshop Recordings & Handouts:
Address Processing Options
The Address Processing Option feature allows you to specify which addresses to use and what organizational contacts to use in your mailing.
  1. Check out the Help Topic: Address Processing Options
  2. Watch this Video: Configuring and Using Address Processing Options in Altru Communications
Name Format Options
Name Format Options allow you to specify how you would like the Addressee, Contact Addressee, and Salutation to appear in your mailings.
  1. Check out the Help Topic: Name Format Options
  2. Watch these Videos:
  3. Review this Altru Masters Workshop Recording & Handout: Managing Constituent Name Formats, Communication Preferences, and Address Processing
Week Four - Monthly Tasks:
Membership Renewals
As Marketing Manager, you may also work with your Membership Manager to send monthly membership renewals:
  1. Enroll in the Blackbaud University online instructor-led course Altru: Membership Communications
  2. Refer back to Altru for Beginners: Memberships - Retain Members: You Still Really Like Me, Right?
  3. Check out the Help Topic: Membership Renewal Notices
  4. Watch the videos in this playlist: Altru Curriculum: Membership Renewal Notices
  5. Review these Altru Masters Workshop Recordings & Handouts
Week Five - Occasional Tasks:
Export
  1. Check out the Help Topic: Export
  2. Watch this Video: Altru Export Basics
  3. Review this Altru Masters Workshop Recording & Handout: Exporting Data
Fundraising Event Invitations
  1. Check out the Help Topic: Event Invitations
  2. Watch this Video: Sending Event Invitations in Altru
AddressFinder
  1. Check out these Help Topics:
  2. Watch the Video: Running AddressFinder in Altru
Stage 3 - Practice makes perfect
Now that you’ve learned the basics and laid the foundation to mastering Altru, let’s hone those skills through practice and review.

Week Six and Beyond: