Use this query to pull in all your members into the Membership Portal.
Note: if the query is pulling in more than 15,000 rows, you will need to shrink the query size by the date created.
Duplicate data cannot be avoided but it is also necessary to maintain a clean list for your marketing campaign. A clean record can only be achieved if you remove, update and do merging of records.
Altru looks up to constituents based on the primary information like first name, last name, and email address. If there are multiple records in the system, it will be hard to identify which data to display on the Membership Card. In this article, we will show you how to deal with duplicate records and the process of merging of data.
- Assuming that you have two records with different first names which resulted in duplicate data. When you have these duplicates and you need to email this member for the first time then you have to pick one of the two records without deduping your data.
- In this example, we will pick the record A-1 and send an email that contains a link called A-1. If the member clicks on the email, she will get the membership card referencing the record A-1.
- if you decided to keep Kimberly Thompson and merge the two records then get rid of all the duplicates.
- In this example, Kim will be added as an alias under record B-2. No need to bring over Thompson because it already existed. In the case of the System ID – they can only have one.
- This scenario shows that if you merge over record A-1 into record B-2, record A-1 will be deleted. The record ID that you are merging into will also be kept, which is the system ID of B-2. If this data was already merged and the member clicks again the link referencing record A-1 then she will get an error 404 because A-1 doesn’t exist anymore.
- Once the merge of records happened, the Membership Record in Altru which was originally attached to record A-1 was now attached to record B-2.
- Kimberly must manually tag to let her know that there are changes made with her record in the Altru system.
- Once Kimberly was manually tagged, the query will pick it up and take it over to the email which now contains the link for record B-2. When Kimberly clicks on the link, she will receive a Membership Card referencing record B-2.
- Take note that it is necessary to manually tag the member to re-communicate.
Manual Tagging comes in handy when guests who already received an email request to receive the same email again. Losing access to email because of accidentally deleting it or losing access to the email address is possible, so knowing how to do manual tagging is a must to help your customers with this request.
Keep on reading to learn more about manual tagging. Social Good Software gives you an illustration of how to resend an email to the same member below.
1:Open your Altru account and find the membership record of the guest who requested to resend an email.
2: Scroll down to Documentation and delete if there is a welcome email attached before you click the Add button and select Note.
3: A dialog box will pop out. Click on the drop-down menu of Type and select Resend Welcome Email. Click on Save.
Once you manually tag a guest, Altru will pick it up on the query. It will look at sales orders that do not have a Note Type and automatically sends the email to the guest.
You don’t need to switch from Altru to Social Good Software to resend the email. Simply tag the guest in Altru, and delete the attached previous welcome email. If you add the Note Type, Altru will resend the email to the guest automatically.
Online Template is an easy-to-use tool to customize your web forms. In this documentation, we will discuss how to use the tool and its available components. Also discussed is how to preview pages with the Online Template without swapping out those web forms in Altru and before these forms go live.
With this tool, you will be able to preview your web forms and anything that is being sold online. Remember that this is just a preview. Not everything works as it would be in the production because there are limitations.
We will not be able to show you exactly everything from checkout to cart and confirmation to the credit card but we can show you the first part which is the checkout side. When you are already in this step, the remaining work is for you to preview the pages and make sure that everything looks good and meets your expectations before we move forward.
Online Template Designer
It was already a pre-configured tool but if you want to make changes, you can use the little icons below.
You can upload your favicon, logo for your header and footer, background, and things like that. You also have the option to upload custom fonts and embed codes to generate CSS code, header code, and footer code.
Below are the options that you can turn on if you want to include values but the SGS team is the one responsible for this, however, if you want to confirm email addresses, URLs, and things like that, you can go here to check it out.
Preview pages with the Online Template
Step 1: Copy the URL of the page that you want to preview from Blackbaud.
Step 2: Go back to the Online Template tool and click on Add URL.
Step 3: A dialog box will pop out where you can type in the name of the page and paste the copied URL then click Add.
Step 4: On the Preview page there is now an item added. Wait until the designer loads the page for preview which will take a while. Essentially what we did is downloading the page from Blackbaud, apply all the stylistic changes then preview the page.
Step 5: You can click on the Save icon at the bottom and wait as the designer loads the page. In this case, there are no changes applied yet so the page loaded to the designer is totally identical to the Blackbaud. But if you click on the new tab icon, the URL is totally different from the Blackbaud so you can now actually share this link with your colleagues to preview.
Step 6: Let us try to apply some fixes to the webform and see what it looks like. On the Setting side, we will enable the following:
Step 7: Go back to the designer and wait as it reloads the preview. Click on the new tab icon to better see the changes made and make adjustments accordingly.
You now have a better understanding of how Online Templates work. The purpose of this documentation is not to configure the template but to show you the process of adding different pages to preview and make necessary changes before your web forms go live.
Test post only. Please disregard.
Email designer is an app that allows you to customize and send automated emails for your Altru transactions. This tool is useful for different types of emails for eTickets because through it you can send messages with tickets in PDF form. Guests are no longer need to click on the link to download the ticket since it was already replaced by a ticket in PDF form.
In this guide, you will learn what are the types of emails for eTickets, the components of each email, and some of the Frequently Asked Questions (FAQ) that we received regarding this topic.
How to set-up your emails in three (3) steps:
1. Write your email in Google Docs or Microsoft word
- We recommend that you first draft your email to Google docs or Microsoft word and check that you include all the merge fields that you need.
- Make sure that your query identifies who the receivers of the email are. Create a Note type in Altru to be able to monitor if the emails were sent.
3. Setup the Email Designer with your content and query.
- To be able to send out this email, put together the content and the query to the Email Designer.
The process of setting up your emails starts from running the query and feeding it to the Email Designer. If there are individuals who match the query, an email for that particular person will be sent out. Once the email was sent out, the app will grab a copy of it and attach it to Altru as Note Type so there will be an email attached inside the particular sales order.
Three (3) Types of Emails for eTickets
1. eTicket Email is great for sending out a PDF that auto generated an eTicket number and a PDF with their tickets.
There are two emails that Altru sends out. The first email is about what the guests’ purchased and the second is the link to their eTicket.
With the use of the Email Designer, we will replace the second email that Altru sends which is the link to their ticket with our eTicket email where we will instead attach a PDF to the tickets.
2. Reminder Email is great for sending out a reminder of their upcoming visit with tickets attached as a PDF. This email can go out the day of or one day before.
3. Post Visit Email is great for following up with guests who have visited. You can send a membership offer or just collect feedback on their experience.
It is an email to thank the guests for visiting. Typically sent out the day or the following day after the visit.You can send this email without PDF or tickets.
Frequently Asked Questions (FAQ)
1. Do these emails account for sales orders over the phone, online and in person?
- The discussed type of emails above will account for all three types of sales methods. You can also exclude a specific sales method at the query level.
2. If I manually resend an email, will my tickets be updated?
- Yes, If you resend an email the tickets will be generated at the time the email is being sent.
3. If I delete the note type from the sales order, will the email go out with the right tickets?
- Yes, the query is looking at sales orders that do not have a note type and sends an email. If you remove the note type from the sales order, another version of an email will get off with another PDF. Typically, you won’t be doing this unless you need to resend it.
4. If I open the eTicket preview on the Email Designer, will I see the latest ticket available?
- Yes, you will see the latest ticket available whenever you click on the link
The purpose of this documentation is to help you understand the three (3) types of eTicket emails, and how these emails work so that it will be easier for you to create and set up eTicket emails based on their type for your organization.
Having reservation note types inside the Altru is very helpful when you create your reservation emails with Email Designer. Reservation Email is handy in group sales like field trips, weddings, venue rentals, or any activity that involves sales in groups. When you have Note Types, it will be easier to create a query that helps to exclude or include individuals.
Create your Reservation Note Types Inside of Altru:
1: Go to your Altru account and head over to Administration.
2: Proceed to Code Tables.
3: Select Ticketing on the drop-down menu and click Apply.
4: Proceed to Reservation Note Type and click on Add.
5: A dialog box will pop out wherein you can type in the name. In this case, we can call it a Confirmation Email. Once done, Click OK.
You now have your Reservation Note Type called Confirmation Email. You can also set up another Note Type for your Reminder Email and Post Visit Email by clicking on Add if you are already in the Reservation Note Type Table Entries or follow the same step above.
To generate digital membership cards, you need to assign the development data entry role for membership cards to an account that you linked up with Social Good Software. Take note that any account does not apply to this role but only the account that can talk to Altru.
Steps on how to assign a role for membership cards:
1: Log in to your Social Good Software account. Proceed to Settings then click on Altru which is on the upper right side of the window. Note that the email account under Altru Username is the right account that you can assign for the role.
2: Now that you have the right account, head over to Altru and click on Administration. Proceed to Application users, and find the specific email account linked to Social Good Software.
3: For illustration, we will use the account rick@socialgoodsoftware. To assign the development data entry role for membership cards in Altru, we have to first search for this account and click on Edit.
4: A Dialog box will pop out where you can find and check the development data entry role. Once done, click Save.
With that, the account linked to Social Good Software which can be found under Altru Credentials of your SGS account can now take the role as Development Data Entry and so can generate digital membership cards.
If you have more questions and clarifications please reach out to us through our support channel.
Backing up your Altru website will help you recover from unplanned events that result in primary data loss or corruption. Backups are handy in restoring your website after an error occurs without losing any data. We highly recommend that you do a backup, especially if you are working on any online template and checkout flows.
We understand how important to have backups, so we created a step-by-step guide on how you can back up your Altru website. This process is done using Mac but is also applicable to Windows.
Backing up your Altru Website
1: Go to your Download folder and create a new folder. Name it Backup.
2: Open your newly created Backup folder and add the following files:
- Open your Text Edit/Notepad > Name it Header.html > Save > Use .html.
- Open another Text Edit/Notepad > Name it Footer.html > Save > Use .html.
- Open another Text Edit or Notepad for the third one > Name it Style.css > save > Use CSS.
- Another Text Edit/Notepad to use as a reminder note of what you have done already. You can name it README.md (markdown). Click on Save.
3: Proceed to your Altru account and go to the Web. Click on Page Designer and make a backup of the Layout.
4: Under Select Layout, copy the Header and Footer, Responsive. Go to your Readme.md Text Edit/Notepad and paste the layout name: Layout: Header and Footer, Responsive. It is a reminder that you already have a backup for the layout. The layout might not match the above sample name, but do not worry is just a backup. Save and close the Readme.md.
Backing up the Style of your Altru Website
5: Go back to Layout and proceed to the Colors & Styles tab. Select Advanced colors and styles and click the Edit style sheet.
6: Click your cursor inside the style sheet box. Do Control+A for Windows or Command+A for Mac to select all the CSS and copy it. Click on the Cancel button and go to the Text Edit/Notepad named Style.css to paste the copied CSS. You now have a backup of all your CCS. Save and close
Backing up the Header of your Altru website
7: Go back to Altru and proceed to Configure Content tab to see the header and the footer. Proceed to the Header first and click the little gear on the top left side.
8: Once you’re in the Header Design, proceed to the View tab and click the Code button for the HTML code.
9: On the HTML Source Editor, select all the code using control+A for windows or command+A for Mac and do control/command+C to copy it. Click on the cancel button.
10: Proceed to your Header file to paste the HTML code. Once done, click close and proceed to the next step.
Backing up the Footer
11: Go back to Configure Content to back up the footer of your Altru website. Move to the footer and click the little gear. Same as the header, click on the View tab and then Code. Using Control+A for Windows or Command+A for Mac, select all the HTML code for the footer and copy using Control+C for Windows or Command+C for Mac. Find your Footer file and paste the copied HTML code. Save and Close
12: You now have the backup files that you can use if you ever need to restore your template,
We suggest emailing all these files to email@example.com so we can back them up and have access to them if needed. We also encourage you to back it up to your local storage, cloud storage, or any storage you have access to just in case we need it in the future.
Please reach us for your questions through our support channel. We are always happy to help!