WELCOME TO THE ALTRU MINI SERIES!

Transcription

1 WELCOME TO THE ALTRU MINI SERIES! W E ARE VERY GLAD THAT YOU RE JOINING US! 09/10/2012 1

2 Today s Session August Release: Preview Call Power Hour Overview of all New Features and Enhancements 09/10/2012 2

3 YOUR HOSTS FOR THIS EPISODE: Jeff Heffner, Charles Soderlund, Kevin Brunson 09/10/2012 3

4 Let s Start at the very beginning! This update includes a link to the "What's New" page that includes videos for the features we'll cover today. The New features Guide goes into more detail about the features. Our Community is growing, with over 360 members and over 75 organizations represented. Feel free to ask questions, share ideas, or report problems. Our Blog pulls the latest posts with great Arts and Cultural best practices, and tips and tricks for the software. 09/10/2012 4

5 The Class will begin shortly For the audio: Call Conference Code is /10/2012 5

6 We encourage questions! So don t be shy, ask away! 09/10/2012 6

7 AUGUST ALTRU RELEASE: NEW ENHANCEMENTS We will get started at approximately 2:05 PM EST. Please mute your phone If you have a question please use the Chat feature and we will answer your question. We will also take time at the end of the Webinar to answer questions. New features and enhancements have been made in most areas of Altru including Ticketing, Sales, Membership, Financials, and Development. Database will be upgraded in waves with upgrades occurring on August 17, 22, and 24 from 2 to 6 a.m. EST. During the upgrade, we anticipate your Altru database will be unavailable for up to 4 hours. Date and time are subject to change, and we will notify you if any change occurs. 09/10/2012 7

8 TODAY S AGENDA: ORDER OF FEATURES SHOWN Sales and Ticketing - Home etickets - Ticket Scanning Financials - Credit Card Exception Handling - New Batch Type for Pledge Write Offs General - Constituent Matching - New links for credit card list - Data Lists Fundraising and Marketing - Event Page - Membership Enhancements - Communication Letters - HTML Editor Toolbar 09/10/2012 8

9 HOME ETICKETS Patrons can now print their tickets right from home Saves you both time and money, as you no longer need to print and mail tickets for online sales. This will also lessen the workload of the employee at the Will Call window. Convenient for the patron as they immediately get their tickets without having to wait for them to arrive in the mail, or having to arrive early at the venue to stand in the Will Call line. 09/10/2012 9

10 HOME ETICKETS After completing an online transaction, patrons will receive an with a link to view and print their tickets 09/10/

11 HOME ETICKETS - CONFIGURATION Enable etickets: 1. Go to Tickets, Delivery Methods 2. Highlight the eticket row 3. Set the status to Active if it is not already 4. Click Edit and set the Sales Documents drop down to Upon Completion of order and click Save 09/10/

12 HOME ETICKETS - CONFIGURATION Set etickets as the default delivery method for Online Sales: 1. Go to Tickets, Sales Methods 2. Click on the Online Sales hyperlink 3. Right click the eticket row and choose Set as Default 09/10/

13 HOME ETICKETS - CONFIGURATION 3 sections in the eticket design can be customized with text. This text is displayed for all programs. 1. Header 2. Body 3. Footer 09/10/

14 HOME ETICKETS - CONSIDERATIONS We do recommend making this the default delivery method for Online Sales. Although it can be done, we do not recommend adding a fee for using etickets, as patrons using the etickets delivery option are saving you time and money. When enabled, etickets are available for all programs. *Scanning a mobile device works but we would recommend having the patron print their tickets for scanning. It all comes down to the screen quality of the mobile device and the barcode reader itself. **Supported tested with an ipad 2012, iphone 3GS and LG Android using a Honeywell 1300 G scanner. 09/10/

15 TICKET SCANNING You can now use barcode scanners to validate tickets Prevents fraudulent tickets from being passed at the venue Helps you track how many tickets were scanned or not scanned for a specific program Works with your existing membership card and merchandise barcode scanners Works with all program tickets printed from Altru, including etickets printed at home 09/10/

16 TICKET SCANNING CONTINUED Ticket scanning can be accessed from the Sales page and from within the Daily Sales screen 09/10/

17 TICKET SCANNING CONTINUED From the Scan Tickets screen, you can scan the ticket barcode with a USB scanner or manually type in the number if the barcode is unreadable. NOTE: If you manually type in the number, you must press Validate 09/10/

18 TICKET SCANNING TICKET STATUSES Valid Ticket: The ticket is good and has been marked as scanned Ticket Already Scanned: The ticket was scanned previously Outside of valid entry times: The ticket can not be accepted at this time because entry for the event has not yet begun or has ended Note: For this status, an Override button is available to validate the ticket anyways Invalid Ticket: Ticket does not exist in Altru 09/10/

19 TICKET SCANNING CONFIGURATION There are 3 scanning rules that can be configured by going to Tickets > Ticket Scanning Options 1. How long before the program begins can you scan the ticket in 2. How long after the program begins can you still scan the ticket in 3. When a ticket is sold in Daily Sales, do you want it marked as scanned when it is sold or when the ticket is physically scanned 09/10/

20 TICKET SCANNING REPORTING A Scanned column has been added to the Event Attendance report in Sales. This allows you to easily see how many tickets have been scanned vs. how many were sold for any given Event. 09/10/

21 CREDIT CARD REJECTION WORKFLOW Credit Card Batch is Processed Permanent Rejections Unsupported Card Expired Card Card is Approved! Provisional Rejections Communication Error Insufficient Funds Make a Selection Export results to file Retry Batch Created Will Retry until maximum attempts are reached 09/10/

22 CREDIT CARD REJECTION SETUP Set up your rejection options when adding a process. Financials > Credit Card Processing > Add or edit a process. These are opt in features. Before you process credit cards next, review the Rejection handling tab and decide how you d like to system to manage credit cards rejections. If you have more than one process, a separate set of rules can be defined for each. Retry batches are managed by the system, they can be reviewed, but not edited. 09/10/

23 PLEDGE WRITE OFFS COME TO BATCH A new batch template for writing off multiple pledges at once can now be chosen when creating a new batch. Reason codes have now been incorporated in the GL mapping to better support writing down pledges to different GL accounts. 09/10/

24 DATA LIST IMPROVEMENTS Filters are easier to see and more filters have been added to various lists All the action buttons have been moved to the left Click once on a row to reveal details and actions for that item 09/10/

25 DATA LIST IMPROVEMENTS - THERE IS MORE! Multi-select is more intuitive, row actions appear a the top when selecting multiple items Click on the blue text to open a record Watch out! No Double-click now to open records. 09/10/

26 OTHER GOODIES YOU MIGHT NOTICE Credit Card Widgets are now easier to find on the Treasury Page Constituent Matching Logic has been improved - Now we find matches based on lookup ID, alternate ID, address, and phone number. - Can now find matches based on names only. - Match confidence scores improved to include titles, middle names, and suffixes. 09/10/

27 EVENTS PAGE The Events page has been reorganized and is now a centralized page to create, view and search for events. You can search for all event types, and view a calendar or list view of events. Add events or programs, search for events, and report on them. You can also edit and delete information from Events. 09/10/

28 EVENTS PAGE New Events page. Notice the calendar view, also available in list view. View events by day, week, month or year. 09/10/

29 EVENTS PAGE: CONTINUED Click Add new to add new events, either Fundraising Events or Ticketed Events! 09/10/

30 EVENTS PAGE: FILTER AND GROUP THEM Filter by Event Category to see specific events Filter by Event Location to see events at a specific location Click here to expand the filtering options Tip: Filters are not sticky, so if you leave the page the filters will reset Click Apply filters to update the Calendar or List view with the desired events 09/10/

31 EVENTS PAGE: CONTINUED The Event list is a great way to view events. In this example it s filtered by both Category and Location to view only specific events. 09/10/

32 MEMBERSHIP When canceling a membership, you now can track why they are cancelling! - You select a reason code, and can now review to make better decisions to improve your membership program performance. Examples could be: Moved Away, Created in Error, or Divorced You will be able to query reason codes Found here Membership Query: \Membership Transaction\ Cancelation Reason - To add or edit Membership Cancellation Reason Codes, go to Memberships, and select Reason codes under Configuration. Use membership attributes to store additional information. On a constituent s membership page you can view the attributes panel to add, edit, and delete attributes. To set up attribute categories, go to Administration and click Attribute categories under Data. 09/10/

33 MEMBERSHIP: CONTINUED Membership Types are back! Select Membership Types in Daily Sales Also available when adding a single Membership or Entering Membership Dues as a batch 09/10/

34 MEMBERSHIP: CONTINUED The Enter Membership Dues batch and the Add a Membership screen now include the payment method of "Other. This can be used to track memberships purchased in a different way, such as with a gift certificate. When adding memberships in the Enter membership dues batch, you can now set the post status and post date for individual membership transactions. - For security reasons, these fields are not available on the one-off Add a membership screen, which is consistent with the Add a payment screen. 09/10/

35 COMMUNICATIONS Select whether to merge a letter, or export a CSV file. Also applies to Acknowledgements and Reminders. The appeal mailing process now includes default merge fields, which allow you to personalize your content. From the Add an appeal mailing screen, you can preview and edit these merge fields as necessary. Also applies to Acknowledgements and Reminders. You can now select the ask ladder to use directly from the Add an appeal mailing screen. Previously, you did this in the HTML content editor. 09/10/

36 WEBFORMS: HTML EDITOR TOOLBAR Use the new HTML editor ribbon toolbar to quickly find the commands you need when you format content, such as messages. The tasks on the toolbar ribbon are grouped together under tabs for Formatting, Insert, View, and Image. If you insert a table, an additional tab for Table displays when you select the table. 09/10/

37 APPENDIX: TOP BUGS FIXED When renewing a membership from the 'Renew Now' button on the member record, you may get the message Data could not be saved. The INSERT statement conflicted with the CHECK constraint CK_MEMBERSHIPCARD_VALIDNUMBEROFCARDS" Renewing a member users receive the message "BBERR_Invalidmember" Only the system Admin users can filter on Designations in Smart Fields The Pledge Status and Analysis Report shows incorrect totals and balance Processing membership renewals through results in the message "An error occurred before executing the process" Web forms pages are blank on mobile devices The membership record does not appear on the Memberships tab of a members record after adding a renewal payment. Unable to edit or add new membership types There is no option to Delete a membership transaction. When renewing a membership users receive the message "Your server connection may have been temporarily lost." See more on our Community at 09/10/

38 APPENDIX: ADDITIONAL RESOURCES What s New in Altru New feature videos Blog series Update Guide 09/10/