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Creating amazing guest experiences through innovative software solutions for the social good community

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Rick Hernandez

How to customize the calendar event label

March 11, 2020 By Rick Hernandez

This short tutorial will guide you how to customize the calendar event labels.

Why Need to Setup Customize the Calendar Event Label:

You may need to customize your calendar event labels to meet your organization’s specific needs.

Requirements:

An already created calendar using Social Good Software

Steps:

1. Click “Calendar Builder” tab on Social Good App. Now click a calendar from available calendars to open the calendar for which you want to customize the calendar event type labels.

2. Click “SETTINGS” on top right of the interface. This will open settings page with many preferences to customize your calendar.

3. Look for “Events” on the top right side of the settings page.

4. If you want to add another query, click on “ADD ODATA LINK” in front of “Events”.

5. If you want to remove or group sold-out items in your calendar, click “ADD ODATA LINK” in front of “Reserved Events” tab.

6. If you have some query/ODATA Link added to Reserved Events Configuration, click “SETTINGS” in front of “Reserved Events Configuration” and customize the settings according to your preferences.

7. If you want to customize event name for each event type, click pencil sign below “Event Name”. This will open an on-screen message asking you to edit and customize the event name using all or some of the nine available variables. You can copy and paste as many variable as you prefer to customize the event name, and then click “SET NAME”

8. Click “AVE SETTINGS” on the bottom right of the page and then click “PREVIEW” and scroll back to your desired month by using “today” navigation to preview the customized event names.

For example you want to customize the event name useful for a person who wants to buy from the available tickets. Follow step 7 to set the name and type in text bar “Daily Admission – Only %availability% tickets left. Click for pricing”. Follow step 8 to preview the customized event name.

Filed Under: Calendar Builder, Calendars, Help Center

How to customize the group checkbox label

March 11, 2020 By Rick Hernandez

This short tutorial will guide you to customiz3 the group checkbox labels inside your calendar.

Requirements:

An already created calendar by using Social Good Software

Why Need to Customize the Group Checkbox Label:

Checkbox labels enable you to apply filters to hide or show certain events or fields.

Steps:

1. Click “Calendar Builder” tab on Social Good App. Now click a calendar from available calendars to open the calendar on which you want to group checkbox labels.

2. Click “SETTINGS” on top right of the interface. This will open settings page with many preferences to customize your calendar.

3. Look for “Checkbox Label” on the right side of the settings page. Click pencil sign to edit Checkbox label. Edit the label and click “Set Label”.

4. Click “SAVE SETTINGS” on bottom right of the settings page, and preview the calendar.

5. The selected checkbox will appear on top left of the calendar. Go to a month with some events in the calendar and then check and uncheck the checkbox to preview the effect and functionality of the checkbox.

6. Anytime, if you do not want the checkbox enabled, disable (by selecting “No”) “Enable Checkbox Filters” from the settings preferences.

Filed Under: Calendar Builder, Calendars, Help Center

How to change event colors and navigation

March 11, 2020 By Rick Hernandez

This short tutorial will guide you how to change the colors of event types and checkboxes.

Requirements:

An already built calendar by Social Good Software

Checkboxes (either custom created or built-in)

Steps:

1. Click “Calendar Builder” tab on Social Good App. Now click a calendar from available calendars to open the calendar for which you want to change event and checkboxes’ colors.

2. Click “SETTINGS” on top right of the interface. This will open settings page with many preferences to customize your calendar.

3. Now look for “Event Type Color” and “Calendar Color” on the right side of the settings page.

4. Next click the color sign in front of the options and change them according to your preferences.

5. Now click “SAVE SETTINGS” at the bottom of the settings page and click “PREVIEW” button at the top of the interface to view the color changes.

Filed Under: Calendar Builder, Calendars, Help Center

How to create a calendar for Altru using Social Good Software

March 11, 2020 By Rick Hernandez

Social Good Software allows you to properly manage your office activities. This video and short tutorial will step-by-step teach you how to build a calendar for Altru using Social Good Software.

Requirements:

  • Social Good Software account
  • Query(s) (discussed in the previous article) in information library for powering the Altru calendar

Steps:

  1. Click “Calendar Builder” tab from the interface of Social Good Software and then click “create calendar”.
  1. Next write the name (e.g. Daily Admission) of your Altru calendar and click “next”.
  2. Next you will be asked to add ODATA Links. By clicking “ADD DATA LINK” button, a text bar for adding the link will appear.
  3. Now go to the information library where you have built the query and click “Get ODATA link” on top of the interface.
  4. Copy the link and paste it into “link” space (described in step 3) of Social Good Software and click “next”. The tool will take a couple of seconds for validating the ODATA Link.
  1. When the link is validated click “next” button. A screen message with “Add ODATA Link” will appear as in step 4. Repeat the steps if you want to add more queries, otherwise just click “next”.
  2. Now a screen message will appear to guide you about mapping Altru Data Fields into your calendar.
  1. A series of questions and options will appear on the screen for mapping the fields. Select suitable preferences according to your specific needs and situation. If you want to ignore some fields you can do so by clicking “N/A” option below these questions.

These preferences include:

1) Map the Title

The Title determines how the calendar items are grouped. Check the data grouping in library information and click the option according to how your data is grouped in the library information.

2) “Map the Description” and “Map the details” preferences

If the event has some description and details e.g. name, start date, start time etc. select them accordingly or click N/A if the event doesn’t have any description.

3) “Map the Date field”, “Start Time”, and “End Time” preferences

For mapping the date field click “Program Events/start date”, for mapping the Start time click “Program Events/Start time”, and for mapping the end time click “Program Events/End time”

4) Map the System Record ID

The most important preference for mapping the fields is “Map the System Record ID”.

After mapping the System Record ID, and clicking the “next” button, “Confirm Map Fields” overview will appear to counter check the preferences you have selected in the previous steps.

  1. Click “Next” to confirm the Map fields. Now a series of following prompt preferences (mostly with “Yes/No” options) for your Altru calendar will appear.
  • Link to Altru Forms

Select “Yes” if you want your Altru calendar to open Altru related forms in a new window when clicked, and if it is a public placing calendar.

  • Show More

Select “Yes” if you want to display more than four events in month view of the calendar.

  • Last updated timestamp

Select “Yes” if you want to display when the last time calendar was updated.

  • Checkbox Filters

Select “Yes” if you want your calendar to display checkbox filter to show and hide based on types.

  • Event Time

Select “Yes” if you want your calendar to show event time along with the event.

  • ToolTips

Enabling this option will make the Altru Calendar display tooltips.

  • Next available event

Select “Yes” if you want your calendar enable you to jump to next available event in the calendar without manually going through all the months. If all of your events are in the past select “No”.

  • Calendar Type

Select the type of your calendar accordingly from the options provided.

  • Mobile Calendar View

Select how you want your calendar to be viewed (either monthly, weekly, daily or list view).

  • Days to show on Calendar

You can select the days which should be visible on the calendar.

  1. After selecting your options for all the above preferences, an overview will appear to countercheck the preferences. Now click “Create Calendar” to create your Altru calendar.
  1. Double click the calendar icon with its name. It takes a couple of minutes before your Altru Calendar is created.
  2. Click “sync activity” tab on the top right of the tool to update the tool. Syncing the calendar takes a couple of minutes.
  1. After it is synced click “preview” button on top right of the tool to preview your calendar.
  2. Navigate to your desired month by clicking “today” button on the top right of the Altru calendar.
  3. Your Altru calendar is ready now and you can view all the scheduled activities of the selected month.

Filed Under: Calendar Builder, Calendars, Help Center

How to create a program query

March 11, 2020 By Rick Hernandez

In October 2022, Altru released in this article about a new feature that can be used to query remaining capacity for programs. Feel free to use this field to query the remaining capacity:

Filed Under: Calendar Builder, Help Center, Query Examples

Social Good Software Update 1.2.1v

February 18, 2020 By Rick Hernandez

Deduper

  • Added support for merge configurations based on name instead of ID.

Calendar Builder

  • Added better support for Windows IE browser on admin UI
    • Fixed a minor bug with scroll bar hiding labels
    • Fixed a minor bug with icons not showing the right color
  • Revised the “More” option in calendar to show in a bigger window. (320px)
  • Fixed a minor bug with jQuery not being defined on the page.
  • Fixed a minor bug with redirect links not working for event registration forms.
  • Switched over calendars to use a micro service.
    • Improves loading speed for click events on program forms
    • Improves speed to render during high usage

Email Designer

  • Fixed a minor bug with new email templates not being processed.

Checkout Flows

  • Added support for Combo Tickets forms
  • Added support to view activity log by the day

Online Template

  • Simplified the UI to support just one JavaScript and CSS per page
  • Moved the UI for preview URL to the preview tab
  • Added support to view activity log by the day
  • Removed ability to listen for ajax request and just execute once
  • Fixed issue with data drops on analytics – 1/29/2020

Membership Portal

  • Added single sign on service

Barcode Scanner

  • Fixed bug with browser not rendering app preview on browser
  • Small tweaks on the UI to simplify the preview screen

Team Section

  • Fixed a bug with dates not being shown as “N/A” if not available

System Improvements

  • Fixed the 524 issue some users were reporting
  • Fixed issue with IE forcing a logout on sessions

Filed Under: 2020, Help Center, Software Updates

How to create a checkout flow

January 20, 2020 By Rick Hernandez

Filed Under: Checkout Flows, Getting Started, Help Center

How to enable Checkout Flows with Altru

December 11, 2019 By Rick Hernandez

Before getting started

  • You must have an account with Altru
  • You must have an account with the Social Good Software

Step 1: Login into Altru and click on the web tab.

Web tab in Altru

Step 2: Open the page designer in the web tab.

Page designer in Altru

Step 3: Get to the page designer section by clicking on the next two times.

Click on next twice in Altru

Step 4: Scroll to the bottom of the page designer and click on the gear to open the page designer.

Config in Altru

Step 5: Open the HTML code window.

Click on the view tab
Click on the code button

Step 6: Copy and paste the code from the Social Good Software.

Click on the checkout flows tab
Click on the embed code tab
Copy the code

Once you copy the code you will want to paste it inside of Altru.

Click on the save button
Click on the submit button
Click on the update button

That’s all their is to set up your checkout flows. You only have to this once, after the initial setup you won’t have to do these steps.

Filed Under: Altru, Checkout Flows, Help Center

How to disable eTicket Emails

December 2, 2019 By Rick Hernandez

Altru provides you with two options to disable outbound messages for online transactions. Let’s review both options to decide which option is best for you.

  1. Disable emails at the web-form level – (Not supported by Altru)
  2. Disable eTickets email – Stops all eTickets emails from being delivered
  3. Disable emails globally – Stops all transactional emails from Altru

For the sake of keeping the right verbiage correct “Web Form Level” is defined for your convenience below.

Web Form Level: Donation forms, program forms, combination forms, membership forms, event registration forms, and event package forms.

Disable emails at the web-form level

Unfortunately, Altru does not offer the option to disable emails at a web form level instead it defaults out to the “Default acknowledgment email”. Which sends out to all web forms that don’t have an email configured at the web-form level.

Disable eTickets email

To disable eTickets emails from Altru you must change the default delivery method for eTickets. You can change it using the following steps.

Click on the “Tickets” tab on the navigation.

Click on Tickets

Then head over to the “Configuration” section and click on the “Delivery methods” link.

Delivery methods in Altru

Under the “Delivery methods” section find the “eTicket” option and click on the chevron then click on the edit option.

Edit the eTicket Option

Under Tickets select the “Defer for later printing” option and click on the Save button.

Defer for later printing

That’s all their is to disable the eTicket email from going out to your confirmation emails. Remember this will disable all eTicket deliveries.

Filed Under: Altru, Email Designer, Help Center

Social Good Software Update 1.1.3v

December 2, 2019 By Rick Hernandez

Calendar Builder

  • Added, “Powered by Social Good Software” as a backlink to all calendars.

Barcode Scanner

  • Added support to validate tickets with Altru by sending data back on the initial scan.
  • Added the ability to configure the value of the ticket being scanned in.
  • Added support for secure barcodes from Altru.

Checkout Flows and Online Global Template

  • Improved algorithm to detect the type of page. Tested edge cases such as forgot password and registration.
  • Added support for Daily sales, Membership Sales, Event, Event Registration, Donations, and Package forms.
  • Added support to run an online template and checkout flows together.
  • Fixed a bug causing the confirmation page code not to run.

Filed Under: 2019, Account, Help Center

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