Social Good Software

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

Rick Hernandez

How to do manual tagging of emails for resends in Altru for digital membership cards

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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.

manual tagging

2: Scroll down to Documentation and delete if there is a welcome email attached before you click the Add button and select Note.

manual tagging

3:  A dialog box will pop out. Click on the drop-down menu of Type and select Resend Welcome Email. Click on Save.

manual tagging

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.

How to preview pages with the Online Template

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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. 

Assets

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.

Settings

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:

✅Template Fixes
✅Translation menu
✅Empty Cart
✅Member dialog
✅WCAG 2.1
✅Email Validation

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.

Types of emails for eTickets

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eTicket-email-optionsDownload

Introduction

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.

2. Create your query and note type with Altru for your email

  • 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.

types of emails for eTickets

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.

types of emails for eTickets

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. 

types of emails for eTickets

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.

How to create reservation note types in Altru

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Introduction

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.

reservation note types

3: Select Ticketing on the drop-down menu and click Apply.

reservation note types

4: Proceed to Reservation Note Type and click on Add.

reservation note types
reservation note types

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.