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
    • Tickets and Programs - Discounts and Promos: Hook Me Up
    • Memberships
    • Sales - Point of Sale: One-Stop Shopping
    • 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 fundraising at your organization, check out the role-based training guide for Development Directors: What training is recommended for a new Development Director?
  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?
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 Membership Manager, 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.
Membership Data Entry & Sales
There are multiple ways to complete a membership transactions in Altru. Membership transactions can be performed in Daily Sales, Advance Sales, in the Altru back office, and through Web Forms. You can add new memberships, renew or rejoin a membership, or upgrade a membership mid-term. 
  1. Check out these Help Topics:
  2. Watch the videos in this playlist: Entering Membership Dues
  3. Watch this additional video: Adjusting Membership Transactions in Altru
  4. Refer to these Knowledgebase articles:
  5. Review this Altru Masters Workshop Recording & Handout: Managing Membership Changes
Membership Cards
Once a membership transaction has been completed the revenue should be acknowledged and membership cards printed. In Altru, you can create separate acknowledgements and membership cards or configure a card/letter combo.
  1. Enroll in the Blackbaud University online instructor-led course: Altru: Membership Communications
  2. Check out these Help Topics:
  3. Watch these Videos: 
  4. Refer to these Knowledgebase articles:
  5. If you will print membership cards separately from membership acknowledgements, also refer to the Week 3: Acknowledgement Letters section of the role-based training guide for Development Directors: What training is recommended for a new Development Director?
Week Three - Weekly Tasks:
Reporting and Analysis
Altru offers many reports and other analytical tools to assist you in analyze your membership sales.
  1. Check out these Help Topics:
  2. Watch these Videos: 
  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.
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 member related queries:
Week Four - Monthly & Occasional Tasks:
Membership Renewal Notices
Each month renewal notices should be sent to members that are getting ready to or who may have already expired.
  1. Enroll in the Blackbaud University online instructor-led course: Altru: Membership Communications
  2. Check out the Help Topics:
  3. Watch the videos in this playlist: Altru Curriculum: Membership Renewal Notices
  4. Refer to these Knowledgebase articles:
  5. 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
Member Web Forms User Registration Email
A custom email can be created in and sent from Altru on a regular basis to encourage your members to register for Altru's Web Forms. Registering and signing in to Altru's Web Forms when completing an online transaction gives members access to member-only events, member pre-sales, applies the appropriate member discounts, and pre-fills personal and contact details for the member.
  1. Check out this Help Topic: User Registration Page
  2. Refer to this Knowledgebase article: I need to send an email asking members to register for our site
Appeal Mailings
Appeal mailings are used to send fundraising solicitations, general marketing mailings, and other mailings and emails you need to send via Altru. If you are also responsible for membership acquisition appeals or marketing mailings to members, also refer to the Week 3: Appeal Mailings section of the role-based training guide for Marketing Managers: What training is recommended for a new Marketing Manager?

Membership Program Configuration
As the membership manager, you are responsible for configuring and updating the membership program records in Altru.
  1. Enroll in the Blackbaud University online instructor-led course: Altru: Membership Program Management
  2. Check out the Help Topics:
  3. Watch these Videos:
  4. Refer to these Knowledgebase articles:
  5. Review this Altru Masters Workshop Recording & Handout: Managing Your Membership Program
Membership Entitlements
Members get special treatment beyond ticket and merchandise discounts in Altru. We call these features Membership Entitlements, which include Guest Pass benefits, Member-Only online program event pre-sale, and Member-Only programs or program events.
  1. Check out the Help Topics:
  2. Watch these Videos:
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: