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
    • Revenue
    • Data Management
    • Reports and KPIs
    • 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 membership at your organization, check out the role-based training guide for Membership Managers: What training is recommended for a new Membership Manager?​
  7. If you are also responsible for development data entry at your organization, check out the role-based training guide for Development Data Entry: What training is recommended for new Development Data Entry staff?
  8. If you are also responsible for fundraising and special events at your organization, check out the role-based training guide for Fundraising and Special Event Managers: What training is recommended for a new Fundraising and Special Events Manager?
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 a Development Director, you’ll be interacting with constituent records in your database regularly. 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.
Prospect Management
The prospect and major giving tools in Altru help you to monitor your moves management plan steps and proposed funding asks as you cultivate prospective donors. 
  1. Enroll in the Blackbaud University online instructor-led course Altru: Major Giving and Prospect Management
  2. Download this User Guide for reference: Prospect Management
  3. Review this Altru Masters Workshop Recording & Handout: Creating a Successful Moves Management Program
Query
Query is a grouping tool that allows you to group records with similar characteristics. Queries are used throughout Altru to filter what records should be included in a mailing, report, export, or process.
  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 donor related queries:
Week Three - Weekly Tasks:
Understand Revenue Recognition in Altru
In addition to the actual donor, additional constituents can also be recognized for revenue added to Altru. This is done using recognition credits. Understanding how recognition credits are applied and then used by analytical tools in Altru is critical to getting the most out of Altru.
  1. Check out these Help Topics:
  2. Watch these Videos:
  3. Refer to these Knowledgebase articles:
Acknowledgement Letters
The acknowledgement processes in Altru allow you to efficiently generate the best letter or email to acknowledge a donor for their gift or let a tributee or tribute acknowledgee know about a gift received in tribute.
  1. Check out these Help Topics:
  2. Watch the Videos in this playlist: Managing Revenue Acknowledgements
  3. Refer to these Knowledgebase articles:
Reporting and Analysis 
Altru offers many reports and other analytical tools to assist you in analyze revenue raised and your progress toward your fundraising and financial goals.
  1. Check out these Help Topics:
  2. Watch this Video: Configuring Smart Fields in Altru
  3. Refer to these Knowledgebase articles:
  4. Search the Knowledgebase using the keywords "How to report on" for the answers to commonly asked reporting questions.
  5. Review these Altru Masters Workshop Recordings & Handouts:
Week Four - Monthly & Occasional Tasks:
Fundraising Hierarchies
The fundraising hierarchy in Altru allows you to organize and categorize your contribution revenue.
  1. Enroll in the Blackbaud University online instructor-led course Altru: Fundraising Configuration
  2. Check out the Help Topics:
  3. Watch the videos in this playlists: Configuring Fundraising Hierarchies
  4. Refer to this Knowledgebase article: I need to add a new designation
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 these Altru Masters Workshop Recordings & Handouts
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
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
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: