Social Good Software

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

Rick Hernandez

Barcode scanner role with Altru

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To effectively use Barcode Scanner, it must first get the correct role with Altru. You must set up the permission accurately to make the Barcode scanner track and validate any tickets. Remember that the data will not transmit to Altru if the barcode scanner role was established incorrectly. We strongly emphasize that setting up the correct permission on your account is necessary. It ensures a smooth transmission of information from the scanned tickets to Altru.

Process on how to properly set-up the Barcode scanner role with Altru

Step 1: Set up an account with Social Good Software. It is an account that usually no one is logging into. Through this account Social Good Software communicates with Altru and Altru talks back to the software. The account was very important and needs to be attached with Altru with the correct role and permission. 

Step 2: As for the right permission, go to Blackbaud main website and find the article about system roles for Altru users as reference or click on this link: 

  What system roles should I assign to Altru users? 

  • Type-in on the search bar ‘scan tickets’ and based on the result, choose a suitable role that has the ability to scan tickets. We recommend to give it the role of Ticket seller

Search Bar

Result:

Step 3: Go to your Altru account and proceed to Administration. Assign the Ticket Seller role to the account attached to Social Good Software.

  • Click on Application Users and find the account you have set up and click edit.

*Account name is for illustration only.

Step 4: Find the Ticket Seller under Edit and check its checkbox. Click on Save.

With the correct role and permission set up. You can now send information to Altru from the scanned tickets and attendance using Barcode Scanner. This makes sure that the generated output is accurate.

eTicket sending and cache process

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Before an eTicket email sends out to members/customers, it will first undergo an eTicket sending process in which meeting the requirement/s of every step is necessary. It is a repeating process but failing to satisfy each condition will disregard the eTicket email.

eTicket Sending Process

eTickets Email Process flow

Frequently Asked Questions (FAQ)

1. If I manually resend an email, will it update the ticket?

  • Yes – If you click resend on the Email Designer app, the eTicket email will go through the same process displayed above whether you send it automatically or manually.

2. If I delete the note type from the Sales Order, will the email go out with the correct tickets?

  • Deleting the Note Type will trigger another email that will go out to the same recipient. The email will go through the same four (4) step process, and as a result – the email that will go out will contain the latest information from Altru.

3. If I open the eTicket preview on the Email Designer, will I see the latest ticket available?

  • Yes – clicking on Preview eTicket will open a new tab containing the latest eTicket details (This might take a while to load).

4. If someone reports that they did not get their eTicket email, is there a way to resend it?

  • Yes – If you want to send it on the same day, you can just remove the note type from the Sales Order. If it’s not on the same date, you will have to log in to Social Good Software and go to the Email Designer. Select the day and search by the email you would like to resend to.

Summary

This illustration will give you an overview of what your eTickets emails undergo before the recipient receive them. It ensures that the recipient has the right e-ticket number and correct details before it goes out, or there is be no emails. Reach us out if you have concerns or questions through our support channel. We are always happy to help!

How to bypass single email limit per email type

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Email Designer of Social Good Software can bypass a single email limit per email type. You can enable this option if you need to email the same recipient multiple times. Keep reading to know how and when to use this option for your organization.

Step 1: Log in to your Social Good Software account.

Step 2: Go to email Designer and click an email. In this illustration, we will click on the email for Ticket Sold Today.

Step 3: Proceed to Settings to see the option called Email the same recipient more than once. You can enable this option if you need to send the same email more than once to the same receiver for various reasons.

bypass single email limit

Warning: Do not turn on the option to bypass a single email limit per email type if your note type is not configured correctly with your query because your email will end up going to the same recipient multiple times per second.

Step 4: When you enable this option, a warning will pop out with a video on how to set up your query and note type inside of Email Designer. You must strictly follow the guide to avoid issues in the future.

bypass single email limit

We strongly emphasize that before you enable the option to email the same recipient more than once, you must be sure of what you are doing. You must configure your Note Type and set up your queries with Altru properly. Be very careful in using this option.

How to send the email to the same recipient

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Introduction

There are instances when people are requesting the organization to resend a particular email to them for different reasons. This guide on how to send the email to the same recipient is very helpful in this situation. Make sure to strictly follow the step below before you enable the function ‘sending the same email with the same recipient multiple times’ to avoid any issues. Also, ensure that the recipient acknowledges that he or she is receiving the same email.

Requirements:

  1. The Note type needs to be configured on the email.
  2. The Note Type in your query must be matched in your email.

Steps on how to send an email to the same recipient

1: Your query must have a Note type that exactly matches the note type in your email.

send the email to the same recipient

2: On the Email Designer side, the Note type under its Settings must exactly match the note type in your query.

send the email to the same recipient

3: On the query, make sure that the following are properly done:

  • Select the ‘Not one of’.
  • Check the checkbox for ‘include blanks’
  • Check the checkbox for ‘Only return records that do not match any of the selected values’.
send the email to the same recipient

Warning: Set up this function correctly before you enable the option to send an email multiple times, otherwise it will send the same email multiple times to the same person per second.

How to create a GTM account with Google

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If you create a Google Tag Manager account, you will be able to add and update website tags for conversion tracking, site analytics, re-marketing, and others. To start, you need to create a Google account and sign in. Follow the step-by-step guide below to understand better.

Steps on how to create Google Tag Manager Account

1: Proceed to this website: https://tagmanager.google.com 

2: Click on CREATE ACCOUNT.

how to create a Google Tag Manager account

3: Fill up the Add a New Account form based on the organization’s data. Once done, click Create.

how to create a Google Tag Manager account

4: Read the Google Tag Manager Terms of Service Agreement and click YES if it is acceptable.

how to create a Google Tag Manager account

5: Wait as it creates a Google Tag Manager Account and clicks OK.

how to create a Google Tag Manager account

6: Along with the Google Tag Manager account was the Google Tag ID. Note this ID and send it over to Social Good Software. 

how to create a Google Tag Manager account

7: Invite Social Good Software to work on your GTM account by going to Admin, then proceed to User Management.

how to create a Google Tag Manager account

8: Click on Add button, then Add users.

9: Add the email address of Rick – Founder of Social Good Software. Check on the administrator in case he needs to invite a team member. Also, check on the User checkbox. Once done, click Read to change permission.

10: Put a check on  Publish, Approve and Edit, then click Done. 

11: Proceed to Set all for Container permissions. Put a check on Publish, Approve and Edit. With this, Rick and the added team members can make changes on either Container Level or the specific Web Level we created.

12: Lastly, Click on Invite. Rick will be able to receive an invitation which will give him authority to invite his team members to help configure your GTM Account and set it up properly.

Conclusion

Hopefully, this process helps you set up a GTM account to give greater SEO Improvements to your business and website. If you have any questions, please reach us through our support channel. We are always happy to help!

How to create an unsubscribed attribute with Altru

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Introduction

To determine those individuals who unsubscribed, you just need to create an unsubscribed attribute with Altru. Do it once and it will be shared among all of your lists of members.

Steps on how to create unsubscribed attribute with Altru:

1: Open ALTRU and click ADMINISTRATION.

unsubscribed attribute with Altru

2: Proceed to ATTRIBUTE CATEGORIES under Data

unsubscribed attribute with Altru

3: Click ADD to create new attribute.

unsubscribed attribute with Altru

4: A dialog box will pop out. Input the following and click Save.
Name: Unsubscribed
Record type: Constituent
Attribute group: N/A
Data Type: Yes/No
Note: Make sure to click on the ‘Allow only one per record’ checkbox.

Once done with the steps above, you can now connect it all together with the Data Bridge which is very useful in attaching those unsubscribe attributes.

If you have more questions, please reach out to us through our support channel.

You can also check the tutorial on How to create an attribute for a segment with Altru.

How to create an attribute for a segment with Altru

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Introduction

If you have lists of constituents in Altru, you also need to create an attribute for that segment. Every list must have an attribute assigned to it. Attributes are useful when you send an email and you only want those individuals who belong to a particular group to receive your message.

Things to consider when you name an attribute for a segment:

  1. Who those individuals are.
  2. What group they belong; and
  3. It must be readable and maintainable in the future.

Steps on how to create an attribute for a segment with Altru:

1: Open ALTRU and click ADMINISTRATION.

2: Proceed to ATTRIBUTE CATEGORIES under Data.

3: Click ADD to create a new attribute.

4: A dialog box will pop out where you need to supply the needed information. Click on Save.
Name: (best describe the list)
Record type: Constituent
Attribute group: None
Data Type: Yes/No
Note: Make sure to click on the ‘Allow only one per record’ checkbox.

create an attribute for a segment

Create an additional attribute by repeating the process from step three then provide the needed information.

Summary

Creating an attribute is needed if you have lists of individuals who belong to a particular group. It is helpful to your organization because you can use this list for your marketing campaign. Sending emails to your target group of people will be a lot easier and faster when you have your attribute.

If you have more questions, please reach out to us through our support channel.

You can also learn how to create an attribute for your email list. And, we also provide a guide on how to create an unsubscribe attribute.

How to create a SYNC Operations note type

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Introduction

Learning how to create a sync operations note type in Altru is beneficial to your organization because it helps record the operations that happened in particular constituent information. It is useful as it gives the history of all the operations done on a particular record. 

Whenever the organization’s data sync, you will be able to determine what operation took place, updated, and moved over in a certain constituent record. With note type, you will be able to see all the operations that happened on a particular constituent record.

Steps to create a SYNC Operations note type

1: Open ALTRU and click ADMINISTRATION.

How to create a note type

2: Proceed to CODE TABLES under Data

create a sync operations note type

3: Click on FILTER then the DROP-DOWN MENU

create a sync operations note type

4: Select BIOGRAPHICAL and click APPLY

create a sync operations note type

5: It will show a list of biographical types that can be set up. Click on CONSTITUENT NOTE TYPE then ADD.

How to create a note type

6: A dialog box will pop out. Add a name to the description area for a new note type then click OK.

create a sync operations note type

Summary

You now have a newly created note type that you need to add to a particular constituent record. This will make sure that every time you perform a data sync, it will be easier to query and simpler to check the operations previously done. Note type is also useful for data restoration since it contains the original information for previous data syncs.

You can also check the tutorial on how to create a membership note type and how to create a custom note type with Altru.

If you still have questions or need clarifications, please reach us at support@socialgoodsoftware.com.