Step 1: Create a Selection of Memberships you wish to Acknowledge
  1. Navigate to Analysis, then click on Information library
  2. Click Add a new ad-hoc query
  3. Select the source view of Revenue and click OK
  4. To filter on all memberships: From the left column, highlight Application Details. Drag Application to Include Records where and set this to be equal to Membership.
  5. To filter on a specific membership level (optional): Expand Application Details, expand Membership Transaction and highlight Membership. Drag Membership level to Include Records where.
  6. On the Set save options tab, name your query and check the boxes to Create a selection
  7. Save and Close
Step 2: Ensure that your Altru database is configured to acknowledge memberships. If you have acknowledged memberships in the past, you can skip this step. 
  1. Go to Revenue, Reporting Filters
  2. On the Revenue filters tab, click the drop down arrows next to the default reporting filter. Click Edit
  3. Ensure that under Revenue Types, Membership is checked. 
  4. Also make sure that under Transaction Type\Application, Membership is checked under both Order and Payment. 
  5. Save
Step 3: Add a letter to your acknowledgement process
  1. Navigate to Marketing and Communications, then click on Acknowledgements
  2. Click Add to add a letter 
  3. Under Selections of recipients that will receive this letter click Add. Add your second selection from above to this area. 
  4. Make sure this letter appears in the appropriate order. If a piece of revenue falls into more than one query, Altru will send the first letter in the list. In most cases, this letter will appear before all of your other membership letters.
Step 4: Add any additional fields to your letter
  1. In your acknowledgement letter, under Select recipient information to use to personalize your letter, click Edit Acknowledgement merge fields.
  2. To get the amount of only the membership, for back office memberships, use the field Revenue Marketing\Revenue\Application Details\Amount. Expand Revenue Marketing, then expand Revenue, then highlight Application Details. From the middle column, drag Amount to Selected fields. When you add this field, you will see the Export Criteria window pop.
    • Choose 1 under Number to export. 
    • Under Filter, choose Selected Application Details. Drag Application to Include Records where and set this equal to Membership.
    • Click Ok. 
    • Click the pencil icon and label this field with a unique name such as Membership Amount (Back Office). 
  3. To get the amount of only the membership, for Sales order memberships, use this field: Revenue Marketing\Revenue\Sales Order\Sales Order Item\Net Amount. Expand Revenue Marketing, then expand Revenue, expand Sales Order, then highlight Sales Order Item. From the middle column, drag Amount to Selected fields. When you add this field, you will see two Export Criteria windows pop:
    • In the first window, "For each record in the revenue node enter the number for related records from the sales order node to export",  choose 1 under Number to export and click OK.
    • In the second window, "For each record in the sales order node enter the number of related records from the sales order item node to export." Under Filter, choose Type. Drag Type to Include Records where and set this equal to Membership. Click Ok. Click the pencil icon and label this field with a unique name such as Membership Amount (Sales Order).
  4. Click Save and Close
Step 5: Write your Letter
  1. After the above fields are added to your Acknowledgment merge fields, you can insert these fields into your letters and run your acknowledgements. For more information on the acknowledgement process, please see our related solution: How to run acknowledgements