Social Good Software

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

Rick Hernandez

How the relative to date email setting works

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Do you have members who auto-renew more than once? Or a monthly membership program that requires an email to go out to members monthly? Keep on reading to learn how to use the relative to date frequency option in your email settings to send the same email on a specific date you want it to be. 

If you want to use the relative to date option for an email, you will need a specific date like the date of the membership renewal, the date of purchase, or anything with a date. We recommend that you use the auto-renew query prepared by Social Good Software.

Note that there are many kinds of emails with different purposes based on the needs of an organization, so Social Good Software supports three types of emails. 

Email Frequency settings 

You can find the Email Frequency settings on the email settings page under the option Frequency. The frequency automatically defaults to sent out immediately.

1. Frequency – Immediately 

  • This option will send the email immediately after you create it. 
  • The immediate option requires a note type in the query to know that you sent out an email.

Learn about how to create a note type for a sales order query

2. Frequency – Specific time 

  • You can set the time when you want your emails to go out. 
  • Note type is also needed to know that you sent an email at a specified time.

Learn about how to create a note type for a membership query

3. Frequency – Relative to date 

  • You need to add to the query specifically on the output fields the purchase date, transaction date, expiration date, or another Relative Field. 
  • This option does not require a note type in the query but needs a date like the renewal date, date of purchase, and so on to send out an email relative to the date.
  • A note type is still required in the email settings to create a note in Altru that the email already went out.

Do you need to email the same person multiple times?

Read How to bypass a single email limit per email type.

Summary

Sending emails can be at the very moment, at a specific time, or relative to date. Depending on which frequency option you select, you will either need a note type in the query or a date in the output field.

If you have additional questions, please reach us through support@socialgoodsoftware.com. We are always happy to help!

Auto disable emails when queries change in Altru

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  1. Prevents you from making mistakes with queries which could end up emailing the same person multiple times
  2. Auto turn off the email for you so you have time to review the changes on the query
  3. Notify you of the change and to which email the change was made
  4. 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 edit membership portal content

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Edit your membership portal content to align it with your organization’s design and style. Follow the steps provided below to know how to modify each page of your portal and add touches based on your organization’s preference.

Steps to edit membership portal content

1: Go to your Social Good Software account.

2: Click on Development.

3: Proceed to the Membership Portal.

4: Go to Settings then click the Membership Portal link to preview its content.

5: You can edit the membership portal content by going to the Designer tab. 

6: Click the pencil sign to start adding an image and edit the content. When adding an image, click the delete icon and then upload the picture.  Make sure that it has the exact image size required by the portal to avoid being cropped. You can also add an Alt tag for it.

7: Preview to check the changes you made, then click Save if you are happy with the output.

8: You can edit the following  pages the same as the above example:

  • Login
  • Verify email
  • Register
  • Opt-in
  • Account lookup
  • Phone lookup
  • Membership lookup
  • Help
  • Email’s found

9: As for the following, you need to log in to your account before you can make changes to these pages:

  • Overview
  • Orders
  • Refunds
  • Membership
  • Account
  • Questions and Answers

10: To edit the above pages, log in to your SGS account then go back to Designer and refresh. Below is the Overview page that you can modify, click on the pencil sign and change the labels as you want. Save the changes you made if you’re content with the output.

11: You can proceed to other pages and make necessary changes by going to the Preview Page. You can also check what these pages and sections look like on desktops, tablets, and phones.

You can edit your membership portal but some pages require you to log in to your account while other needs you to log out.

Please reach us through our support channel if you have questions. 

How to assign a membership level to a membership card

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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.

How to assign a membership level to a membership card

3: Click the Membership Card Designer. Select the membership card design that you want to link to the program and level you prepared.

How to assign a membership level to a membership card

4: Proceed to Settings located on the upper right side of the window.

How to assign a membership level to a membership card

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

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How-to-add-eTicket-email-to-the-default-acknowledgement-email-compressedDownload

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.

how to add the eTicket link to the 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.

how to add the eTicket link to the acknowledgment email

7: A dialog box will pop out in which you need to click on Summary > eTickets.

how to add the eTicket link to the acknowledgment email

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 enable email automation

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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.

Screenshot

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.

email automation

5: In the settings section, you will see the option “Start sending emails?”. Enable this function and click on the “Save Settings” button.

email automation

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.

email automation

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!