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
    • Sales - Cash Registers: Reconcile Your Differences 
    • Group Sales and Facility Rentals
    • Data Management - Query at Your Fingertips
    • 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 Guest Services at your organization, check out the role-based training guide for Guest Services Managers: What training is recommended for a new Guest Services Manager?
  7. If you are also responsible for the public educational programming at your organization, check out the role-based training guide for Education Managers: What training is recommended for a new Education Manager?
  8. If you are also responsible for Volunteer Management at your organization, check out the role-based training guide for Volunteer Managers: What training is recommended for a new Volunteer 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:
Group Sales Reservations Tasks
As the Group Sales Coordinator, you are responsible for managing the reservations for group visits such as school field trips, birthday parties, facility rentals, or outreach engagements.
  1. Enroll in the Blackbaud University online instructor-led course Altru: Group Sales Reservations.
  2. Check out these Help Topics:
  3. Watch the Videos in this playlist: Managing Group Sales Reservations
  4. Refer to these Knowledgebase articles: 

Cash Drawer Management
As a Group Sales Coordinator, you will need to manage your Altru Cash Drawer each day.
  1. Check out these Help Topics:
  2. Watch these Videos:
  3. Refer to these Knowledgebase articles: 

Constituents
As the Group Sales Coordinator, you’ll be interacting with constituent records in your database regularly. Use these resources to understand the constituent record in Altru.
  1. Complete the Altru: Basics of Constituents eLearning course.
  2. Check out these Help Topics:
  3. Watch these videos:
  4. Enroll in the Blackbaud University online instructor-led course Altru: Constituent Record Management.

Week Three - Weekly Tasks:
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. Complete the Altru: Basics of Query eLearning course.
  2. Enroll in the Blackbaud University online instructor-led courses:
  3. Check out the Help Topic: Getting Started in Query.
  4. Watch the Altru Query videos.
  5. Practice query with a few of these sales order and reservation related queries:
  6. Review this Altru Masters Workshop Recording & Handout: Focus on the Field - Query Tips for Ticketing

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. Enroll in the Blackbaud University online instructor-led course Altru: Data Analysis.
  2. Check out these Help Topics:
  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.

Week Four - Monthly & Occasional Tasks:
Group Sales Configuration
Before any group sales reservations can be created in Altru, you must configure the group sales tools that you will use. 
  1. Check out these Help Topics:
  2. Watch the Videos in this playlist: Configuring Group Sales
  3. Refer to these Knowledgebase articles:
  4. Review these Altru Masters Workshop Recordings & Handouts:

Program Configuration
Before any programs or program events can be added to a group sales reservation in Altru, you must configure programs and schedule program events and all of their component pieces. 
  1. Enroll in the Blackbaud University online instructor-led course Altru: Program and Ticket Sales Setup.
  2. Check out these Help Topics:
  3. Watch the Videos in this playlist: Configuring Programs and Ticketing
  4. Refer to these Knowledgebase articles:

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: