Once you've had the "Digital Membership Kick-Off" meeting with our Customer Happiness / Onboarding team, we'll need you to provide Cuseum with a "Membership Manager" level access user.
Please invite [email protected] to your Blackbaud Altru account.
Once you have provided Cuseum with access, please make sure to create the Blackbaud Altru query with the name following name:
Cuseum - Digital Membership Cards - Final.
The most common fields for the creation and distribution of digital membership card are as follows:
Member name
Member number
Member level
Expiration date
Email address
For illustration purposes, here is a few real world examples of queries from a Cuseum customer:
As you can see in the examples above, naming conventions, data structures, and/or labels of these fields may vary, from organization-to-organization or system-to-system. Please verify your set-up accordingly. If you need further assistance or a refresher on queries, please refer to Blackbaud's tutorials on "Query Basics".
We request access to your Blackbaud Altru account simply to map your query and its related fields to our system, but we do not typically advise, audit, or review the data that is output through the query you create. If your approach to querying members changes over time, please inform Cuseum support.
Note: You are responsible for verifying that your query includes the members that you'd like to receive Digital Membership Cards. This typically includes active members of membership levels, but please refer to your own procedures and protocols.
Additionally, you are responsible for verifying that your query excludes member that you do not wish to receive Digital Membership Cards. This may include deceased members, members who have explicitly opted out of all digital communications, or other related conditions.
If you need further assistance, please do not hesitant to reach out to Cuseum's support team and we'll try our best to assist you.