Membership Manager

Add a group

Add a new group constituent.

Add a mail package

Add the different pieces available for direct marketing efforts.

Add a membership email

Add a new email based on a membership export definition.

Add a membership letter

Add a new membership letter.

Add a membership segment

Add a new membership segment.

Add a payment

Add a new payment.

Add a selection

Add a new ad-hoc query selection.

Add an appeal

Add a new appeal.

Add an email package

Add the different pieces available for direct marketing email efforts.

Add an individual

Add a new individual constituent.

Add an organization

Add a new organization constituent.

Address processing options

View and manage the list of address processing option sets.

Ad-hoc query search

Search for an ad-hoc query and view the results.

All things Altru

Go to the Altru Resources page for videos, class schedules, and online help.

Altru training page

Altru training page.

Altru training page

Altru training page.

Appeal package performance

View performance data for appeals and packages.

Appeal performance

View performance data for a group of appeals.

Appeal performance

View performance data for a group of appeals.

Appeal profile

View a detailed profile of an appeal.

Appeal profile

View a detailed profile of an appeal.

Appeal search

Search for and view appeal records.

Ask ladder response

Analyze the response rates of ask ladders.

Average gift comparison

Compare average gift amounts for different segments over a span of years.

Benefits list

Displays a report listing all constituent benefits within a particular date range.

Business process ownership

View and edit business process owners.

Breakeven analysis

Compare the performance of each segment in a marketing effort.

Campaign recognition credit

View a campaign's recognition credits.

Campaign summary

View a campaign summary.

Constituent density map

Displays an interactive map that displays constituent densities using a heat map overlay.

Constituent group types

Add, edit and delete constituent group types.

Constituent map

Displays an interactive map where constituents can be viewed by their geographical locations.

Constituent matching settings

Modify the settings used to identify duplicate records when adding a new record.

Constituent profile

View a detailed profile of a constituent.

Constituent profile

View a detailed profile of a constituent.

Constituent search

Search for and view constituent records.

Default communication exclusions

Configure the default communication exclusions.

Email search

Search for an email.

Event revenue

View revenue data for a specific event.

Export

Create and manage exports of query results.

Export definitions

Create and manage export definitions for marketing efforts.

Export definitions

Create and manage export definitions.

Finder file counts

View the finder file counts for a marketing effort.

Hierarchical campaign summary

View a campaign hierarchy summary.

Household settings

Provides an interface for managing household settings.

Indirect responses

View all indirect gifts for a marketing effort.

Interaction categories and subcategories

Provides an interface for managing interaction categories and interactions within the system.

KPI dashboard

View a customizable dashboard of KPI values and statistics.

KPIs

Create, manage and schedule updates for KPIs.

Letter search

Search for a letter.

Letter template library

Manage the letter template library.

List performance

Analyze list performance metrics including number of new donors, response rates, and ROI.

List profile

View a detailed profile of a list.

List summary

Detailed list report including metrics such as cost, total records, and expiration date.

Marketing acknowledgements

Create and process marketing acknowledgements.

Marketing record counts

View list use for a marketing effort.

Marketing summary

Summary of all marketing efforts in the system.

Membership appeals

View membership revenue associated with appeals.

Membership conversion

Displays the membership conversion report

Membership count

View a reporting detailing the membership count of a particular program.

Membership program

View the membership program.

Membership programs

View list of membership programs.

Membership projected revenue

Displays the membership projected revenue report

Membership promotions

List all membership promotions.

Membership renewal

Displays the membership renewal report

Membership renewal effort

View renewal statistics for a membership renewal effort.

Membership renewal efforts

Create and process membership renewal efforts.

Membership reports

Help video explaining membership reports.

Membership revenue

Displays the membership revenue report

Membership statistics comparison

Displays the membership statistics comparison report

Name format options

Provides an interface for managing name format options.

Notifications

Provides a user interface for managing notifications.

Organization calendar

View events, mailings, and other activities taking place across your organization.

Organization search

Search for and view organization records.

Package performance

Displays package performance of a segment selection

Page designer

Edit the appearance and format of your web forms.

Planning calendar

View calendar of organization activity to help plan your communications.

Print membership cards

Print membership cards.

Privacy policy

Edit the web page that displays your privacy policy.

Query

Create and manage queries.

Recognition count

View a report detailing the recognition count of a particular program.

Recognition revenue

View a report detailing the recognition revenue of a particular program.

Removed member counts

View the removed member counts for a marketing effort.

Reporting filters

Manage revenue filters.

Retention and attrition

View retention and attrition by year for a segment.

Revenue by payment method

View the revenue by payment method report.

Revenue by payment method

View the revenue by payment method report.

Revenue detail

View details of constituent giving.

Revenue dynamics

Compare constituent gift revenue activity for two periods of time.

Segmented house file counts

View the segmented house file counts for a marketing effort.

Segmented house file counts

View the segmented house file counts for a marketing effort.

Selection brief

View a detailed profile of a marketing effort.

Smart query browse

Browse smart query definitions.

Smart query search

Search for a smart query and view the results.

Source analysis response

Analyze response rates by source analysis value.

Source code performance

Displays the source code performance for a selection of marketing efforts.

Source codes

Manage source code layouts to be used in marketing efforts.

Transaction search

Search for and view revenue transaction records.

Undelivered email

Undelivered email jobs.

Unresolved responses

View all unresolved gifts for a marketing effort.

View creatives

Add and manage the items that make up your marketing effort packages, such as graphics or brochures.

View emails

Add and manage emails created from export definitions.

View letters and documents

Add and manage the letters and documents associated with your packages and marketing efforts.

View marketing efforts

Manage all aspects of marketing efforts including packages, segments, analysis, and more.

View packages

Manage the different pieces available for all your marketing efforts.

View segments

Manage the groupings of your prospects that enable you to target them.

View selections

Manage the criteria used to filter records and create your marketing effort segments.

View white mail segments

Manage your white mail segments.

Volunteer daily schedule

Show the daily schedule report for all volunteers.

Volunteer search

Search for and view volunteer records.