Altru: Creating In-House Director’s Circle Renewal 1 Letters
The Director’s Circle Renewal 1 Letters process should be run on the 1st of each month. This will usually be done by the Manager of Membership & Constituent Data, but the Membership Associate may occasionally be called upon to assist.
Part 1. Update DC Renewal Letter
- Open Altru
- Click the Membership tab
- Click Blanton Membership
- Under Renewal Notices, click View Letters
- Select Patron & Contributor In-House Renewal 1
- Click Edit
- Click on the Word Template link to download the current letter as a Word document
- Open the Word document and update with current information (exhibition titles, information, event dates, etc.
- Save changes in file
- Return to Altru and click Clear
- Click the green arrow
- Upload your updated letter document
- Hit Save
Part 2. Pull and Print Letters
- Repeat steps 2-3 of Part 1
- Click Process Membership Renewal Notices
- From the dropdown, select In House DC Renewal 1
- Click Add New Appeal
- Type in the Key Code for the month you are pulling, plus “DC” (example: 0519R1 DC)
- Click Start
- If your Letters in Altru are updated, click Merge (Note: You can either merge the letters in Altru or externally, with Word)
- Download Letters and Print
Part 3. Pull and Print Envelopes
- Repeats steps 2-3 of Part 1
- Click Process Membership Renewal Notices
- From the dropdown, select DC R1 Envelope Printing
- Use the existing appeal you created during Part 2
- Click Merge
- Download Envelopes and Print
Part 4. Mail Renewal Letters
Once you have finished updating and printing, mail the renewal notices. Each envelope should contain:
- DCR1 letter
- CRE envelope
- Membership benefits insert
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