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Auto disable emails when queries change in Altru
- Prevents you from making mistakes with queries which could end up emailing the same person multiple times
- Auto turn off the email for you so you have time to review the changes on the query
- Notify you of the change and to which email the change was made
- View the history of the changes in the SQL using an excel or CSV file
Summary
We recommend temporarily disabling the email before making changes to the query to not receive alerts and so they won’t get turned off automatically. Once disabled, you can modify and review it before re-enabling it again.
How to assign a membership level to a membership card
Introduction
Learn to assign a membership level to a membership card to accurately link different membership card designs to one email. Make sure that you have the Program name and Level matched and spelled the same in Altru. This will make sure that every time this specific program name and level are referenced, this specific membership card design will show up.
Steps on how to assign a membership level to a membership card
1: Go to your Social Good Software account and log in.
2: Proceed to Development.
3: Click the Membership Card Designer. Select the membership card design that you want to link to the program and level you prepared.
4: Proceed to Settings located on the upper right side of the window.
5: Below the section “Add a membership program and level” you put on the Program name and membership level the same as Altru to make it work. Save by clicking the plus (+) sign.
Program Name: Access Membership
Level: Starter/Inicial
Summary
Link a program name and level to a specific membership card design. This will make sure that every time an email is sent out containing that program name and level, the membership card design link to it will show up.
You don’t have to waste time creating separate emails for different digital membership card designs. You only need to create one and link all membership card designs to it. With this, you save time and effort when manually doing it.
Please reach out to us through our support channel if you have more questions.
How to add the eTicket link to the default acknowledgment email in Altru
In this guide, you will be able to learn how to add the eTicket link to the acknowledgment email in Altru. With this, your constituents will be able to download and check it easily as it was already in the transactional email sent to them.
Steps on How to Add eTicket Link to the acknowledgment email
1: Go to your Altru account and proceed to Web.
2: Click on Default acknowledgment email.
4: A dialog box will pop out that helps change the link into an e-Ticket link inside the email.
5: You can add the link anywhere you are comfortable inside the email. For illustration, we will add this link below the Receipt Grid.
6: Add the merge field by going to Insert and clicking the merge fields.
7: A dialog box will pop out in which you need to click on Summary > eTickets.
8: From the dialog box under e-Ticket, drag the Begin link to the e-Ticket page and drop it at the beginning of Download eTicket. Same with the End link to the eTicket page, but drop it at the end part.
9: Once done, click on Save.
The link to your e-Ticket is now added to your transactional email. If you have more questions or clarifications please reach out to us through our support channel.
How to authorize Constant Contact for the Data Bridge
How to authorize Mailchimp for the Data Bridge
Membership Portal Merging Options
How to enable email automation
If you are done with your emails and are now ready to send out all your outbound messages, the email automation of Email Designer is very helpful. All you have to do is to enable the automation function for it to send messages on your behalf. Make sure you follow the steps below for the best result.
Email automation process:
1: Log in to your Social Good Software account.
2: Click on the Email Designer on the left side of the navigation.
3: Find the email template where you want to enable the email automation function. In this example, we will be using Tickets Sold Today.
4: Click on the “Settings” option on the upper right side of the window.
5: In the settings section, you will see the option “Start sending emails?”. Enable this function and click on the “Save Settings” button.
6: You can go to Preview to see all the emails you are currently sending and the Activity tab for the emails already sent out.
Summary
Before you turn on the email automation function, make sure that you troubleshoot it first. Double check your email and edit it if necessary. Once the automation function is enabled, the Social Good Software will monitor the query you built and send out emails every 5 minutes on your behalf.
Please reach us through our support channel if you have concerns or questions. We are always happy to help!
How to create an attribute with Altru for a mailing list
Create an attribute with Altru for a mailing list to add greater dimension to your constituents. With this attribute, you can tag someone with specific mailing lists. You can also include and exclude individuals using this attribute. This is useful when sorting email lists out especially with events or tiered membership level perks.
Creating an attribute with Altru for a mailing list
1: Go to your Altru account.
2: Proceed to Administration.
3: Move on attribute categories.
4: Click on Add.
5: A dialog box will pop out where you need to supply the needed details. When you create a new name for an attribute, keep in mind that it should be easy to understand and correspond to the list you are creating it for. Once done, click Save.
Name: Must after the list you are creating for
Record type: Constituent (make this attribute attach to all constituents)
Data type: Yes/No
✅Allow only one per record
Note: Make sure to check the box that allows only one per record to work this attribute correctly. This will override whenever someone opts in or out of the specific attribute.
If you want to create another attribute, just click on the Add button or repeat the process above.
Summary
Knowing how to create an attribute with Altru for a mailing list is helpful in organizing and sorting mailing lists so you can create more targeted emails for a more targeted audience. We also recommend that you add all the attributes that you can use throughout your list for proper segmentation.
If something is unclear in this article or if you have other questions, please contact us anytime!
eTicket email Query for Altru
