Auto-renew notice for membership
How to download stats for barcode scanners
Scanning tickets and memberships using the SGS Barcode Scanner will make your work easier and faster. It is an app that you can download to any mobile phone and tablet . You can also download backups of your stats from the scanner for record purposes or to check the result and analyze. This article will guide you on how to download stats for barcode scanners which also applies to any scanner you have set up.
Guide on How to download stats for barcode scanners:
1: Go to your Social Good Software account
2: Proceed to Barcode Scanner then click the scanner that you want to download its stat.
3: Click on STATS located at the left side of the window.
S4: On the bottom part lies two options on how you want the data to be downloaded. You can download it as a CSV file or in Excel/Spreadsheet format.
Sample of Stat downloaded in CSV format:
Sample of Stat downloaded in Spreadsheet format:
Step 4: You can also choose a date and then the app will provide you all the data from the date you selected down the first day you use the Barcode Scanner. Click either CSV or Spreadsheet to download the data based on the selected format. If you need data from a particular date, we recommend just deleting the data you don’t need.
Note: The downloading option will download everything that was stored in it from the latest date you use the scanner or the date you selected to the first day you started using the Barcode scanner.
How to add an SGS team member to Altru
To help you with any Altru related works and issues like query building, backing-up an existing Altru theme and other administrative tasks that you need help with, it is necessary to first add an SGS team member to Altru. With the access given, our team will be able to go in into your Altru account and work on your behalf.
Follow this guide below to add an SGS team member to your Altru account.
1: Go to your Altru account and click Administration then proceed to Application User.
2: Click on the Add button and a dialog box will pop out.
3: Supply the needed information and select specific roles for the SGS member you are adding:
Name: Assigned SGS member
Email invitation to Assigned SGS member’s email address
Roles of an added SGS team member to Altru:
- Attribute Categories and Code Tables. Allow us to create notes for your queries which is very useful in doing analytics, sending emails, etc.
- Marketing Manager. A role that permits us to go to your Altru account and create queries on your behalf.
- Web Forms Administrator. A role that gives us permission to back up your site.
4: You can click on Save & Invite after setting up a new user. The added SGS member to your Altru account will receive an official invite through email which will give her permission to do some work on your behalf.
Back office email
Reminder email for membership
FAQ Digital membership cards
To ensure that the implementation process will go smoother with your organization, we compiled a series of frequently asked questions (FAQ) we have received from our clients about Digital Membership Cards to guide you.
Learn more about setting up your Digital Membership Card with these Frequently Ask Questions (FAQ):
FAQ for digital membership cards:
Why do we need to set the transaction date as “on or after yesterday?”
- If the transaction date is set as “on or after yesterday”, it will accommodate queries that are purchased late at night, such as those at 11:30 PM. Altru time might differ from your organization, so we need to account for everyone possible.
What do I do with the query if the constituent email is blank?
- The query accounts for constituents with a primary email and those whose email is blank. If you have any issues with grabbing the correct constituents, make sure you put the two email records in the “include” box in parentheses. Using “or” instead of “and” will ensure that any one of those records will pop up rather than nothing (since records generally have one or the other, not both).
Why is the Membership Level displayed twice?
- Use one of the “Membership Levels” for displaying the level visually in the email, and the second is to enforce the membership level upon clicking on the link. If a constituent has multiple memberships connected to the name, this query will force the displayed membership to be this particular level you are writing the query for.
- (Ex. Tom has two active memberships under his name; if the query is for Tier 1 and NOT Tier 2, Tom will click on the link and see his Tier 1 benefits.)
I cannot find a note type that says “Digital Membership Card – Individual Membership.” How can I add this note type?
- In Altru, go to Administration > Code Tables > Ticketing (found on “Category” drop menu) > Sales Order Note Type > Add
- After clicking on Add, name the new note “Digital Membership Card – Individual Membership” for use in your query. You cannot set the note type field as this without creating the note type as shown.
What were the names and descriptions of the query shown in the video?
- Video Query Name: Automated Email – Digital Membership Card – Individual Membership
- Video Query Description: Please do not remove this query; it is used to send real-time emails for SGS to welcome new members using digital membership cards.
Where can a membership originate from?
- Online sales orders – Webforms through Altru via the web
- Daily sales orders
- Advance sales orders
- Auto recurring charge on credit card
- Manual sending of emails for constituent information update
- Back office manual entry
- Back office batch entry
What do you need to do when a membership originates?
- Verify the entered name, email, and level if it is correct.
What emails does the sales order method send?
- Online sales orders
- Acknowledgment email – Via Altru
- Digital membership card email – Via Social Good Software
- Daily sales orders
- Digital membership card email – Via Social Good Software
- Auto recurring charge on credit card
- Your credit card is about to get charged – Via Social Good Software
- Your credit card has been charged – Via Social Good Software
- Advance sales orders
- Digital membership card email – Via Social Good Software
- Back office manual entry
- Digital membership card email – Via Social Good Software
- Back office batch entry
- Digital membership card email – Via Social Good Software
Do I need to email the primary and secondary members separately?
- No, we recommend you combine the emails into one
I’ve updated the information on a constituent record and I want to let them know, how do I do it?
- You can manually tag them and this will trigger a new email to go out.
What happens when we merge records?
- If the System Record ID changes, the link previously received will no longer work but will trigger a new email.
Is there a way to display the total number of members?
- With the membership card designer, you can display a number like 10, 15, or 25.
Is there a way to display the number of child members?
- You can display the number of children – Fields you can display
If a child has the same email address as his/her parent, will that parent receive multiple emails?
- We typically just email the primary member not each member
If there’s an update made to a membership (member name, expiration date, etc.), do the digital membership cards automatically update?
- Yes, it will send it out to ios and android automatically
Can we incorporate decals for reciprocal members via the membership card designer?
- No, we need to do it at the design level for the image.
Gift recipient query
Gift giver query
How to enable price types with Altru
Enable your price types with Altru to help encourage your members and guests to avail of your tickets online. Ticket price is one of the information they want to know before they decide to buy, so see to it that you enable the setting for particular ticket types to make the price available online.
Steps to enable price types with Altru:
1. Go to your Altru account, then proceed to Tickets.
2. Under Configuration, click Sales methods.
3. Select Online Sales.
4. Proceed to the Price Types tab.
5. Select the price type you want to enable, then click Allow price type.
Your ticket price is now available on your Online Sales. Try this if you have trouble with your web forms to be able to show your price type online.
Please reach us through support@socialgoodsoftware.com if you have questions or need clarification on this topic. We are always happy to help!
How to add additional programs to the calendar
Calendar Builder of Social Good Software is a tool designed to create calendars from Altru data. It is useful in creating calendars for time ticketing, school programs, and special events. Learn how to add additional programs to your calendar and make necessary adjustments using the Altru query and enjoy the benefit it can bring to you and to your organization.
Adding Additional Programs to the Calendar
1: Go to your Social Good Software account.
2: Proceed to Calendar Builder and click on the existing calendar where you want to add events.
Adding a program to the query of Timed Ticketing Calendar
1: Go to Settings and click the query for Timed Ticketing under Events to start and make necessary adjustments.
2: It will redirect you to Altru’s Ad-hoc Query wherein you need to click Edit Definition.
3: You can now enter the program that you want to add to your query:
- Go to Program Events then under Fields click Name and drag to Includes records where section.
- A dialog box will pop out where you can put the name and criteria of the event you want to add. Click OK. See the sample below.
- You can now make adjustments to your Event query. For illustration, we made the following adjustments:
- The newly added event is moved up just after the old one.
- OR was used instead of AND
- Added open and close parenthesis () from the beginning of the old event to the newly added event.
- Click Preview Results to check if the query with the newly added event is working. Click Save and Close if it is to your preference.
Adding a program to the query of Reserved Events
1: Go back to Calendar Builder. Click on the other query under Reserved Events. This query will show you if the event tickets were sold out or not.
2: Same with the first query, just click the link which will prompt you to Altru’s Ad-hoc Query where you need to click the Edit Definition.
- Go to Sales Order Item and select Sales Order Item Ticket then Program Events. On the Fields section select Name and add to ‘Include records where’ which will redirect you to a dialog box. Set up the criteria to Contain and put the name of the event you wanted to add. Click OK.
- Back to “Sales Order Item Ticket”. Select “Tickets” and on the “Fields” section drag Status to “Include records where” in which a dialog box will appear. Just set it up as “Equal to Value” and “Active”. You also need to add the Status under the “Results field to display” and add COUNT
- We will make the following adjustments to the query on this example:
Under Include records where:
- From AND to OR
- Put open parentheses before the Sales Order Item of the existing event and close parentheses at the end of the added event.
- Remove Refund status is equal to 0
Under Results fields to display
- Remove the Quantity
- Click on Save and Close once all is done and good.
Syncing of Data
1: Back to Calendar Builder. Go to Sync Activity and click on Request Data then another Request Data on the dialog box. This will sync over all the information based on the recently made query into our calendar.
2: Once it’s done syncing, proceed to Settings then click on the gear icon and select COUNT(Sales Order Item Ticket\Tickets\Status) before you click Save.
3: Click Preview to check your output. From here, your calendar will automatically update on your website if you have it embedded. We ask for your patience when doing this because it takes a minute or two before it reflects on your site.
If you have more questions please reach out to us through our support channel.