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Rick Hernandez

How to add the eTicket link to the default acknowledgment email in Altru

April 26, 2022 By Rick Hernandez

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.

Filed Under: Altru, Email Designer, Help Center

How to authorize Constant Contact for the Data Bridge

April 25, 2022 By Rick Hernandez

Authorize-Constant-Contact-with-Social-Good-SoftwareDownload

Filed Under: Data Bridge, Help Center, Integrations

How to authorize Mailchimp for the Data Bridge

April 25, 2022 By Rick Hernandez

Authorize-Mailchimp-in-Social-Good-SoftwareDownload

Filed Under: Data Bridge, Help Center, Integrations

Membership Portal Merging Options

April 23, 2022 By Rick Hernandez

Filed Under: Configuration and Settings, Development, Help Center

How to enable email automation

April 16, 2022 By Rick Hernandez

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!

Filed Under: Email Designer, Emails, Help Center

How to create an attribute with Altru for a mailing list

April 13, 2022 By Rick Hernandez

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.

Create an attribute with Altru for a mailing list

4: Click on Add.

Create an attribute with Altru for a mailing list

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

Create an attribute with Altru for a mailing list
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!

Filed Under: Data Bridge, Help Center, Integrations

eTicket email Query for Altru

April 11, 2022 By Rick Hernandez

eTicket email Query
E-Ticket Query Example with Altru
eTicket email Query
IMPORTANT: You must include the note type

Filed Under: Email Designer, eTicket Queries, Help Center

Membership Portal Query

March 29, 2022 By Rick Hernandez

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.

Filed Under: Development, Help Center, Membership Portal Tagged With: development, membership portal, query

Online Template: Best ways to modify the webforms

February 28, 2022 By Rick Hernandez

February 24, 2022

Filed Under: 2022, Altru Users Group, Help Center

Merging Records for Digital Membership Cards

February 9, 2022 By Rick Hernandez

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.

Duplicate Records

  • 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.
Note: This is for illustration only. Typically the ID contains 16 digits but in this case, we will use A-1 for the first record and B-2 for the second record.
  • 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.

Merging of Data

  • 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.

Filed Under: Development, Digital Membership Cards, Help Center, Implementation Guide

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