Social Good Software

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

Rick Hernandez

How to create a membership note type

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It is very useful to create a membership Note Type for your queries. You can utilize it for any queries like manual tagging, sending emails for batch orders, and sending emails for advance, daily, and online sales.

Steps to create a membership Note Type

1: Go to your Altru account and click on Administration.

2: Proceed to Code Tables

3: Under Code Tables, click on Filters. On the drop-down menu, select Membership and click on Apply. It will then bring you to the list of Membership categories for the Code Tables.

4: Click on the Membership Note Type.

membership note type

5: On the Membership Note Type Table Entries, you need to click the Add button.

membership note type

6: After clicking the Add button, a dialog box will appear where you can write down the kind of Note Type you are creating. Click OK.

membership note type

7: Well done! You now have your Note Type. Add more by clicking the Add button and doing the same process.

membership note type

You can also check the guide on how to create a SYNC Operations note type to learn more about creating a note type.

Please reach us through our support channel if you have questions or clarifications. We are always happy to help!

How to create a query for mail provider using Altru

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Introduction

Below is a detailed process of creating a list that can sync over to either Constant Contact or Mailchimp. Take note that you will undergo the same process of creating a list of individuals whether you are using Constant Contact or Mailchimp and whether it is the main list or a sub-list. Make sure to include all the recommended information whenever you create a query for a mail provider.

The process starts by creating an attribute needed for the query and then going through the process of creating the query itself. Refer below to fully understand the process and to know what are  the needed information:

Process of creating an Attribute

1: Go to Altru and click on Administration then proceed to Attribute Categories.

2: Click Add which will prompt you to a dialog box.

3: Make sure to create a category for a specific segment and if you have a sub-list then you need to tag it differently. Supply the needed information in the Dialog Box based on the details below before you click Save.

Name: Base it on the particular segment you are working on
Record type: Constituent
Data Type: Yes/No
Make sure to ✅ Allow only one per record.

Note: You can add sub-lists as you want which is based on the main list but it still needs to undergo the same process above.

Steps on how to create a query for mail provider in Altru

1: After creating the Attribute, you can now proceed to Analysis and click on the Information Library.

query for mail provider

2: Click on Add an ad-hoc query which will redirect you to another Dialog Box.

query for mail provider

3: Select Constituents then click OK.

query for mail provider

4: You can now add fields to your query. Below are the recommended fields needed to make the syncing of information with Mailchimp or Constant Contact work. Just note that if you have a segment that you want to create, all you have to do is to follow the same process but make sure to include the specific segment you are working with. 

query for mail provider
query for mail provider

Note: You can rearrange the fields based on your preference.

5: Click on the Set save option to name your query, write a description, select its category and designate a folder then Save and close.

query for mail provider

6: Great! You have officially created a query. You can now use the OData Link with the Data Bridge. 

query for mail provider

Adding Sub-list to the current query for a mail provider

To add a specific segment to your query, you need to go through the same process and add the particular segment you want to include. You can also go to Edit Definition if you already have an existing query and add the specific segment.

1: Go to Edit Definition and proceed to Attributes. 

query for mail provider

2: Double click the sublist that you want to include.

3: Select Value before dragging it to the Results field to display.

4: Lastly, add the logic applicable for your sublist.

query for mail provider

You now have your attribute and a query for your mail provider. If you have more questions please reach out to us through our support channel.

How to set up the continuous scanning option

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It is a great relief and assistance to have a portable scanner that can do continuous scanning during events where guests are coming non-stop. A stand-alone app that can help validate tickets and membership cards without using wifi or any extra tool or hardware.

Our SGS Barcode Scanner is a downloadable app designed to function in any mobile phone and tablet brand. It can scan tickets and membership cards even in remote places with limited power supply or areas without podiums effortlessly and trouble-free. SGS Barcode Scanner can get you an attendance count without effort and check for a guest through the visitor’s name, email, or phone number. It can track history and provide analytics of visitors too.

Just install the SGS Barcode Scanner on your phone or tablet and use the camera to start scanning. You can also enable the continuous scanning option on your SGS account and connect your gadget to a portable scanner to scan tickets and membership cards. 

This app can communicate with Altru so rest assured that all the information from the SGS Barcode Scanner will sync over to Altru.

Below is a detailed guide to set up the app on a mobile phone and tablet and directions on how to use it continuously using a portable scanner. Follow the steps to ensure that no problem will arise in using the Barcode Scanner. 

Setting up Barcode Scanner on android phone for Continuous Scanning

Step 1: Go to Settings and proceed to the following:

a. Battery – turn off the Battery Saver to make the phone stay on.

continuous scanning

b. Display – proceed to Advance and go to Sleep then set it to Never or 30 minutes

c. Security – click on Screen Lock Settings and set the Automatically Lock to Never or 50 minutes

Step 2: Make sure that you have the latest version of the SGS Barcode Scanner by checking the app in the Google Play Store if there’s an update button.

Step 3: You can open the app once it is updated and start using it to validate tickets and membership cards. You can also enable continuous scanning on your SGS Barcode Scanner Account dashboard and use a hardware scanner to scan continuously.

continuous scanning

Setting up Barcode Scanner to a Tablet

Step 1: Same with the android Phone, you need to go to Settings of your tablet and set the following:

a. Go to Display and set the Screen Timeout to 30 minutes.

b. Proceed to Screen Saver and set to nothing.

c. Next, turn off the Battery optimization.

d. Finally, go to Biometrics and Security then click Other Security Settings and check if everything was set.

Step 2: Proceed to Google Play Store and check if the app is on its latest version. Click on update if needed.

Step 3: Open the app once it’s done updating. It will then ask permission to take pictures and record videos, just click on ‘While using the app’.

Step 4: Enter your app ID then Login.  

Step 5: After you enter the app ID, the Barcode Scanner is now ready to use. You can choose to scan tickets and membership cards using the camera of your tablet or connect the device to a portable scanner for continuous scanning.

continuous scanning

Note: Tablets are sometimes set up internationally which will not be able to recognize a portable scanner, so it is important to go to Keyboard Settings first and set it to US Standard Keyboard to avoid trouble scanning.

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.