Altru Ideas

Apply donations made in Daily Sales or Online to an appeal

We‰Ûªd like to connect donations taken through the front gate/daily sales to a specific appeal of the same GL designation. Currently donations taken through Daily Sales only have a designation, no appeal.
  • Guest
  • Jan 4 2016
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  • Rita Razze commented
    June 03, 2016 18:56

    I have 62 sales orders that came via our donation page and they are not being applied to our Annual Appeal. I have to save the revenue in EXCEL and then add them in after I run the Appeal performance report.

    We can't get a true picture of where we are in reaching our goal with the Appeal reports when we can't include online revenue. I hope you add this feature soon.

    Rita Razze

  • Carol Radel commented
    June 13, 2016 13:57

    I just discovered the same problem here. At the very least, these online gifts should be editable to add an appeal!

  • Susan O'Sullivan commented
    September 06, 2016 19:33

    I'm just discovering this as we embark on our first appeal mailing through Altru. Am I to understand that the donations made online to our Annual Appeal (through the URL provided in the appeal that goes directly to the Annual Fund) will not be recorded in the appeal performance reports? They won't be tied to the mailings we are doing? What is the status of this? If Altru is providing the ability to take donations online AND the ability to do appeal mailings, why are they not tied together?

  • Jennifer Kleven commented
    September 09, 2016 16:45

    We've recently emailed an appeal which resulted in online donations and membership purchases.  Would love to be able to attach those orders to the appeal.

  • Angela MacManus commented
    November 01, 2016 21:57

    This is an ABSOLUTE MUST for our organization..... we need to keep track of donations coming in that relate to specific appeals so that we can report on them correctly..... currently it takes FAR too much time to manually adjust our reporting figures.  PLEASE PLEASE PLEASE put this update in soon

  • Clark Perks commented
    November 11, 2016 21:13

    It is completely unacceptable that there is no way to tag an online donation to an appeal. This change needs to be made today.

  • Elizabeth Grover commented
    November 29, 2016 20:26

    Please implement this as soon as possible. Since we can already edit the designation, revenue category and opportunity, it seems like it would be an easy fix.

  • Guest commented
    December 22, 2016 13:55

    I just got reamed by my boss for not being able to produce an accurate report for our Annual Appeal in time for a board meeting.  Please, please, please fix this soon [for all of the reasons posted].

  • Nancy Waye commented
    December 27, 2016 17:36

    This is a problem for me as well as applying online payments to pledges.

  • Juliana Nahas-Viilo commented
    February 02, 2017 19:47

    Agreed! I just sent out a Membership Renewal Effort by email and, though I see memberships coming in online as a result of the email effort, they are not being tied to the effort itself. This is a really annoying oversight! We should at the very least be able to manually tie the sales order to the appeal. 

  • Tiffany Devoy commented
    March 06, 2017 17:54

    So very very important! Please make this change so we can truly track DATA with our database! 

  • Josie Baltan commented
    March 06, 2017 18:35

    Being able to track the success of an appeal is critical, and we can only do this if gifts that come in get coded with the correct appeal. We should be able edit online donations, it's an absolute MUST. Please make this available.

  • Shannon Knight commented
    April 18, 2017 18:44

    Any update on when the "under consideration" status will be decided upon? This would be a really, really useful feature!

  • JS May commented
    April 21, 2017 18:39

    it is cumbersome for our staff to report on the success of an appeal, due to the fact that Online Sales and contributions taken at the front are separately reported on in Altru from those processed in back of house.

  • Lauren Aristizabal commented
    May 12, 2017 17:04

    Agreed- for all aforementioned reasons above.  This has been a huge problem for us.  I know that other blackbaud products have this functionality-  I used to work with Luminate in conjunction with RE, and we were able to modify the appeal.  Blackbaud's own Altru trainings ($$) specify that under the broader umbrella of the Appeal, are the Appeal mailings which include mail and is it that by their own logic, we are not able to assign the correct appeal to an appeal mailing??

  • Sarah Sadler commented
    May 24, 2017 15:12

    We really need this as many of our registrations for our annual fundraising event come in through online sales orders.

  • Sarah Vega commented
    May 25, 2017 20:50

    agggg! I am just getting to see that this will be a huge issue! PLease fix this ASAP Blackbaud for all the reason's listed in the comments.

  • Kelly Toepperwein commented
    July 21, 2017 14:04

    Please encourage others to vote! This is necessary to track ROI

  • Guest commented
    August 24, 2017 14:49

    Agreed with all of the above. This needs to be a thing. 

  • Rita Razze commented
    October 09, 2017 14:53

    Still waiting for this fix. We are sending out our Annual Appeal and would like to be able to attach the Appeal to the revenue.

  • Anne Ladd commented
    October 12, 2017 16:44

    This update is critical for our organization!  

  • Leslie Ladendorf commented
    November 17, 2017 18:50

    Yes PLEASE!! Add this ASAP. I want to track Giving Tuesday, and I will only be able to do that by pulling donation reports for that date and then removing anything that isn't associated to that campaign. And for our year-end appeal.

    Thank you!

  • Guest commented
    December 20, 2017 17:57

    Any word on when (not if!) this is being made possible? This is so necessary to make tracking and reporting accurate!

  • Wesley Thompson commented
    December 21, 2017 18:06

    As other have said, this is crucial for accurate data tracking and fundraising reports. Please implement this much desired feature!

  • Guest commented
    January 29, 2018 21:51

    It seems like this would be simple to apply- Daily Sales and online gifts already have a space to edit the designation on the revenue page. Pretty please with sugar on top include the appeal in this page as well. 

  • Kris Mikkola commented
    April 18, 2018 15:51

    Please get this to work! It's so important for tracking rev. and response results esp. since people are purchasing things online all the time. 

  • Linda O'Byrne commented
    June 11, 2018 18:44

    Please fix this soon.  We cannot accurately report on appeals... Docents, Education, Year End, even Membership.  What is the point of being to pull the data if its not accurate.   Thanks so much for your help!!

  • Amy Osajima commented
    July 26, 2018 20:31

    Wow, I am new to my organization and new to Altru. I am very disappointed that we can't tie online contributions to Appeals. How do you suggest we track the status of Appeals if we don't know which online donations should be attributed to them? This is a serious shortcoming.

  • B Hoover commented
    August 16, 2018 22:15

    Shame this isn't already in place. Webforms and online sales through Altru are already a major problem for our organization, now this is just adding to that list of issues. 

  • Caris Longoria commented
    September 10, 2018 16:11

    How has this not been fixed yet? Multiple organizations need this feature. Altru, please! 

  • Guest commented
    October 04, 2018 14:10

    Organizations are unable to properly track membership renewal effort responses because the appeal isn't associated with Online and Daily sales transactions.

  • Jennifer Dudley commented
    November 26, 2018 20:26

    yes, it would be very helpful to be able to have email renewals entered online, register in the membership renewal effort area without having to fix it in the back office. thanks!

  • Sorrel June commented
    December 07, 2018 23:10

    This is the highest item on our wish list and working around this limitation creates a huge amount of additional work and confusion.

    I would also like to add the ability to associate a Sales Order with an opportunity, as increasingly higher level donors would like to respond to solicitations with online donations.

  • Regina Holten commented
    January 07, 2019 19:38

    Anyone?  Bueller?

    We got Altru in July of 2018.  I've sent three email appeals out since then to members that were waay expired.  And was excited to get back some money but annoyed I couldn't assign them their appeal ID or appeal after the fact.  I had to rely on their (discounted) gift amount and track it backwards.  Seemed weird.  And what I can do is...'edit a response' as a yes/gave b/c these options came over from our conversion from RE BUT ACTUALLY DO NOTHING to refresh the results.  So odd.  HELP...this topic began three years ago....

  • Adrian Moore Trask commented
    January 09, 2019 22:49

    Any updates on this issue? It is very important for a fundraising database to be able to properly report on appeal progress, which is not possible if online giving through sales orders or in-person giving through daily sales cannot be included in the appeal tracking.

  • Kelsey Gibson commented
    January 24, 2019 21:38

    This is super important, why isn't it at the top? You can do this in RE, why wouldn't Altru be able to do it?! Arggg

  • Micah Nemerever commented
    March 27, 2019 15:41

    Adding my voice to the chorus -- my organization would get a lot of value out of this feature as well, and it seems like an essential function of a fundraising database.

  • Laura Chaney commented
    April 24, 2019 19:20

    Please allow us to add appeals to online donations

  • Guest commented
    June 24, 2019 17:15

    We also need to be able to generate full reports on appeals. Excluding online and front of house donations makes no sense.

  • Katie Kita commented
    July 01, 2019 18:51

    We have the same issue. It's very disruptive to have to keep separate records and reconcile them. 

  • Stephanie Linder commented
    August 07, 2019 14:27

    Very disappointed to learn that online gifts do not connect to specific appeals.  A database as intricate as Altru should without a doubt.  If Raiser's Edge has this ability there is NO reason it can not be fixed in Altru.  Extremely disappointed to also see that people have been voting and commenting on this issue since 2016 yet nothing seems to have been addressed.  I will find it hard to recommend Altru to others with this issue.  Without the ability to connect, more work is being created and making office operations more cumbersome.  I thought the purpose of Altru was to streamline information making office operations more productive for all. That is the exact opposite of what our office is experiencing.

  • Dylan Woodrow commented
    September 18, 2019 15:54

    It's worth mentioning, since it has yet to be brought up, that having this functionality also available in Advance Sales would be great, as a significant portion of our donations are processed through that feature.


    Thanks! I look forward to this feature's implementation.

  • B.J. Morgan commented
    October 01, 2019 23:14

    Sooo.... When is this going to happen?

  • Kiku Langford McDonald commented
    November 05, 2019 18:57

    I hope this gets added to the roadmap for the next year! Lack of this feature makes measuring and tracking our success so hard! As someone suggested already, just letting us add the appeal retroactively would be steppy but still very useful and maybe a good bandaid!

  • Becca Barnes commented
    December 16, 2019 18:34

     Why is it STILL an issue? Having to touch each online appeal twice is a workflow nightmare. I work at a smaller institution I can't imagine the headache for Blackbaud's larger Altru clients. Seems like failure to make reporting worthwhile could be a deal breaker.

  • Jennifer Nemec commented
    09 Jan 16:01

    Agreed, it crazy to have such a great tool that is completely void by online or daily sales.

  • Kathy Rosa commented
    16 Jan 19:22

    We receive online or daily donations and they are not attached to an Appeal so are not being applied to an appeal and just show up under the designation. In order to compare across a couple of years or from one appeal to another,  we need to have the ability to see all of the donations. To have to do a query when there is an existing report that is quite good (Giving Details on the Revenue tab) is quite frustrating.


    Kathy Rosa

  • Aundrea Stokes commented
    05 Mar 14:48

    So here it is March 2020, and this still isn't possible almost 4 years later. This needs to be a feature yesterday.

  • Caitlin Blomstrom commented
    19 Mar 17:33

    I cannot belive this idea was introduced four years ago and still has not been implemented.