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.
What is the status of tracking online donations from appeals?! We are new to Altru and surprised this basic functionality does not exist through a technically sophisticated company like Blackbaud. Can someone please provide an estimate on when this will be addressed? Thanks!
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Can this be done for memberships too?
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This is critical! So frustrating to have to track incoming donations from appeals manually on spreadsheets, instead of using Altru, as it should be! Please listen to customers and add this feature for online sales. Almost 99% of donations are made online! It's a shame we were not told this during sales calls when we stressed the importance of tracking our revenue streams...
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PLEASE, PLEASE, PLEASE - this is vital to our effective marketing and tracking of membership and donation income. With the majority of our member renewals coming in online, or at our Daily Sales desk, it is imperative that we be able to track associated appeals - especially if we have a promo offer going. This has been suggested for the past SIX YEARS!!!
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We encourage online donations in our appeal solicitations. The need to track the donations/donors to the appeal is vital to tracking and reporting.
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This feature (plus the merged idea of adding an appeal code to an online donation) would be extremely helpful to accurately capture the performance of an appeal especially that more and more donations occur online these days.
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It is mind boggling that you cannot assign an appeal to an online transaction. It's 2022, digital appeals exist! Online responses to mailed appeals exist!
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Any updates?
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We take renewal donations at the front desk and would like to be able to apply them to appeals so we can have accurate reporting.
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First suggested in 2016! 600+ votes! Come ON, Blackbaud, listen to your clients, please.
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Any updates on when this will be fixed?
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Even our Altru trainer was surprised this wasn't already a thing. It isn't even a "new idea." It's simply correcting an error in your system.
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Please. We all really need to have some easier way to track online gifts for appeals. I hate when the director asks how the appeal is going, and I have to make a guess. We've gotten to where we just say any online donation between 2 dates is toward the appeal, but not officially attached to the record. What an awful way to track important data. And that data becomes lost if the spreadsheet isn't secured or if the keeper of the data leaves.
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Another huge issue for us. Tracking appeal response for online transactions is a must have!
Jessie Falcone
Free Library of Philadelphia Foundation
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This would be INCREDIBLY helpful!
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PLEASE PLEASE fix this issue - is a real problem in the real world!
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Why has this idea not been reviewed yet? It is an issue for everyone that uses Altru. The appeal functions are usless because of this.
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I would appreciate this as well. We get donations online that were motivated by an appeal letter but I have no way of connecting the two!! Please let me edit an existing payment to be able to connect an appeal mailing to it. It would making calculating the appeal response rate a lot easier too.
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This is making reporting complicated and very difficult. I cannot even use the appeal reports because the numbers are incorrect. This is a huge flaw that should have be corrected!
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HMMM EXCUSE ME! why has this correctted yet!
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