Memberships Guide - Blackbaud Altru 5.22 Memberships US

Sep 11, 2026

Memberships Guide for Blackbaud Altru 5.22 Memberships (US) provides end-to-end instructions for defining, configuring, and administering membership programs. It covers creating annual, one-term, multi-term, recurring, and lifetime programs; setting membership levels, terms, types, benefits, guest pass benefits, pricing, and dues/contribution rules. The guide also explains renewals, automatic renewal setup, promotions and add-ons, payment processing workflows, renewal notices, constituent membership management, and membership dues workflows including batches, imports, card printing, and related process tasks.

LanguageEnglish

CategoryForms

FormatPDF

Pages113

Reading Time40 min

AccessFree to download

Introduction to Membership Programs

How to Set Up an Annual, One-Term Membership Program

How to Set Up an Annual Membership Program with Multiple Terms

How to Set Up a Recurring or Lifetime Membership Program

Membership Programs

View Membership Program Information

View Current Membership Statuses

General Information about the Membership Program

Membership Program Levels and Terms

Membership Types

Membership Benefits

Membership Program Prices or Price Ranges

Membership Renewals

Membership Program Renewals

Automatic Renewals for Memberships

Membership Renewal Notices

Constituent Memberships

Memberships Page

Summary Section for a Constituent Membership

Constituent Membership Cards

Memberships Guide 11/23/2021Blackbaud Altru 5.22 Memberships US ©2021 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc. The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages. In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation. All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc. All other products and company names mentioned herein are trademarks of their respective holder. Mem-2021 Contents Introduction to Membership Programs 8 How to Set Up an Annual, One-Term Membership Program 9 How to Set Up an Annual Membership Program with Multiple Terms 11 How to Set Up a Recurring or Lifetime Membership Program 13 Membership Programs 15 View Membership Program Information 17 View Current Membership Statuses 17 View Activity Widget Details 17 General Information about the Membership Program 18 Edit General Membership Program Information 18 Membership Program Levels and Terms 18 Manage Membership Program Levels and Terms 19 Membership Types 20 Membership Benefits 20 Manage Benefits for Membership Programs 21 Guest Pass Benefits 22 Membership Program Prices or Price Ranges 23 Manage Prices or Price Ranges 23 Rules for Dues and Contributions 24 Rules for Dues-Based Programs and Levels 24 Rules for Contributions-Based Programs and Levels 25 Membership Program Renewals 26 Manage Renewal Information for Membership Programs 27 Automatic Renewals for Memberships 29 Configure Membership Programs for Auto-Renewal 30 Configure Membership Promotions for Auto-Renewal 31 Set Up Renewal Notices for Auto-renewals 32 Enable Auto-Renewal for Membership Forms 34 Enroll Members in Auto-Renewals from Sales 36 Enroll Members in Auto-Renewals from the Back Office 36 Process Payments for Auto-Renewals 38 Query on Auto-Renewals 39 Membership Add-ons 39 Associate Add-ons with a Membership Program 40 Membership Promotions 40 Configure Membership Promotions 41 Edit Membership Promotion Codes 42 Mark Membership Promotions as Inactive 43 Manage Membership Promotions 43 Membership Contribution Processes 43 Manage Membership Contribution Processes 43 Tabs of a Process Status Page 44 Recent Status Tab 44 History Tab 45 Delete a Status Record from the History Tab of a Process Status Page 45 Job Schedules Tab (Not Available on All Process Pages) 45 Schedule Process Jobs 45 Create Job Screen 46 Edit Job Schedules 48 Delete Job Schedules 48 Start Process 48 Membership Renewal Notices 48 View Packages 50 View Letters 50 Process Membership Renewal Notices 50 Start a Membership Renewal Notice Process 50 Membership Renewal Notices Process Status 51 Merge, Download, or Email Membership Renewal Notices 51 Email Setup 53 Email Setup Checklist 54 Constituent Memberships 56 Constituent Memberships 57 Memberships Page 57 Summary Section for a Constituent Membership 59 Primary Member and Constituencies 59 Lifetime Information Section 60 Other Memberships Section 60 Constituent Membership Cards 60 Membership and Transaction Comments 60 Current Add-ons 60 Recent Member Activities Sectio

FAQs

What membership program structures can be set up in Blackbaud Altru Memberships 5.22?

The guide covers annual, one-term membership programs; annual programs with multiple terms; recurring or lifetime membership programs; and related configuration options such as levels, terms, types, benefits, and pricing.

How does automatic renewal for memberships work?

Automatic renewals are configured for membership programs, including setting up renewal notices for auto-renewals and enabling auto-renewal on membership forms. The process includes enrolling members from sales or the back office and processing payments for auto-renewals.

What workflows are included for membership dues and membership cards?

The guide describes membership dues workflow steps including adding memberships, entering dues payments, managing dues batches (uncommitted/committed), running reports, importing membership dues, and printing membership cards and card-related process tasks.

Sep 11, 2026

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