Social Good Software

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

Rick Hernandez

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.

Post-visit email template for Altru

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Download Template

Social Good Software created a Post-visit Email template to serve as your basis for building your Post Visit Email. You can customize it and add additional details to fit your organization’s core values and style.

Watch this mini video which will walk you through the template, or follow this written guide.

1: Before you edit the Post Visit Email Template, make sure to copy it first through this link Post-visit email. Save it to your Google Drive or download and revise it in Microsoft word.

Save to Google Drive

Download to Microsoft Word

2: Edit the highlighted text with the organization’s information. 

  • You have the option to fully customize the title of the email and revise the content if necessary.
Post-visit email template
Post-visit email template
  • For the Footer, you have the alternative to include your organization’s address, phone number, email address, and other details, depending on your preference.

3: You can include an image with a size of 800 x 200 as recommended and upload it within the container.

Post-visit email template

4: Use Merge fields from the Altru query to add value to the email. Make sure that any merge fields you include are added in the query, if not, it will simply be a space.   

Post-visit email template

5: As for the survey section, you need to add your link to your survey form. Use tools like SurveyMonkey or Google Forms if you need to cause we are not responsible for doing the survey.

Post-visit email template

You now have a fully customized Post-visit Email that expresses your gratitude to your members and guests for stopping by. You also have the opportunity to gather feedback for the improvement of the services offered by your organization.

Reminder email template for Altru

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Download Template

Social Good Software created a Reminder Email template to help you draft your reminder email effectively and with a personal touch. You can fully customize it to help you build a connection with your members and guests but under your organization’s brand and style.

1: Copy and save the template in your google drive. You can also download it in Microsoft word before you do the editing.

Copy and Save in Google Drive

Save and Edit in Microsoft Word

2: The title of the email was already available, but you can still fully customize it.

Reminder email template

3: You also have the option to add an image to your reminder email by uploading it and placing it in this container. The recommended size is 800×200.

Reminder email template

4: You can include additional merge fields depending on your organization’s preference.

  • When you add a merge field into your email, you have to also include the merge field in your query.
  • Below are the merge fields that we added for your reference.
Reminder email template

5: Change the highlighted text with the organization’s information. You can also alter the body of the email to fit your organization’s style.

Reminder email template

6: You can also add the link for your website and include additional links if necessary.

7: Include the order summary using the merge field to enumerate all the needed information.

Reminder email template

8: Finally, you can include additional details in the footer. You can provide information about your organization and help distinguish it from others.

Once done, you will have a reminder email template as if made for a particular guest. With this, you will be ready to have a call with our onboarding specialist. She will help and teach you how to add all this information to the email designer.

If you have concerns or questions, please reach us through our support channel. We are always happy to help!

eTicket email template for Altru

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Download Template

Have a hard time creating your eTicket Email? We got you!

We’ve created a template solely to give you a starting point. This eTicket Email template is handy when sending the eTicket email out to guests through the Email Designer. You can easily customize it based on your organization’s preference. You also have the option to add images and additional details. 

Watch this short video which will walk you through the different parts of the E-Ticket Email template, or you can follow the steps below:

1: Before you edit the eTicket Email template, copy it first through this link eTicket Email and save it to your Google Drive or download and revise it in Microsoft word.

Save to Google Drive

Download to Microsoft Word

2: Replace the highlighted text with the organization’s information and make necessary revisions.

3: Add an image to the email to make it more personalized. The recommended size is 800×200.

4: Use the merge field to add value to the email by going to your Altru query and exporting it out. Below are the merge fields that we added for your reference. 

Note: You can replace the Merge Field or position it wherever you want in the email.

5: Add the transaction details through the use of merge fields.

After filling up the template with all the necessary details, adding additional information if needed, and having your image ready, it is time to proceed to the onboarding call and discuss how we can move on with your E-Ticket Email.

How to get the SSL Certificate from GoDaddy

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Introduction

An important document to obtain nowadays is an SSL certificate for safety and security on the Internet. It certifies ownership of the website, keeps user data secure, and prevents hackers from creating a fake version of your website. Obtaining this certificate is crucial for your website, especially since creating subdomains requires one to carry over throughout the domain name. Here, we explore how to have an SSL certificate through GoDaddy.

Requirements to Get an SSL Certificate

overviewDownload

To use a self–signed SSL/TLS certificate, you must provide the certificate and its private key. You must also include the certificate chain to use a certificate signed by a certificate authority (CA). Your certificate must satisfy the following criteria:

  • 1024-bit RSA (RSA_1024)
  • 2048-bit RSA (RSA_2048)
  • 3072-bit RSA (RSA_3072)
  • 4096-bit RSA (RSA_4096)
  • Elliptic Prime Curve 256 bit (EC_prime256v1)
  • Elliptic Prime Curve 384 bit (EC_secp384r1)
  • Elliptic Prime Curve 521 bit (EC_secp521r1)

The certificate must be an SSL/TLS X.509 version 3, containing a public key and the fully qualified domain name (FQDN). It must also include information about the issuer. The certificate can be self-signed by your private key or by the private key of an issuing CA. A signed certificate by the CA must include the certificate chain when importing the certificate.

Using GoDaddy to Get an SSL Certificate

For the sake of this tutorial, we are using GoDaddy to purchase an SSL certificate. You may use another provider if you do not wish to use GoDaddy.

Assuming you already created an account and purchased a certificate, go to account.godaddy.com/products, and click on Manage. It will show you all the details of the certificate for your subdomain. On the box that says Download Certificate select “Apache” as the server type, and download the ZIP file.

Get SSL Certificate: ZIP file contents
The zip file contains the three certificates; you will need to provide the appropriate key

IMPORTANT! Upon purchasing your SSL certificate, it will give you a private key. Please keep this safe and backed up, as you will need this for uploading the new certificate to your subdomain. This key will not download in the ZIP file.

Summary

Obtaining an SSL Certificate will ensure your guests that you own this website. It also shows that you are committed to keeping their data safe and secure as they do business with you. Your reputation as a business proves when you keep security your number one priority on the Internet. If you have other questions about Internet safety and security, don’t hesitate to get in touch with us.