Online Template: Best ways to modify the webforms
February 24, 2022
Merging Records for Digital Membership Cards
Duplicate data cannot be avoided but it is also necessary to maintain a clean list for your marketing campaign. A clean record can only be achieved if you remove, update and do merging of records. Altru looks up to constituents based on the primary information like first name, last name, and email address. If there are
How to do manual tagging of emails for resends in Altru for digital membership cards
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
How to preview pages with the Online Template
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
Duplicate Management
October 1, 2021
Duplicates and Data Management
September 30, 2021
Guest Services
August 26, 2021
Automations and SOPu2019s
May 27, 2021
How to streamline automation with Email Designer
January 27, 2022
Types of emails for eTickets
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
How to create reservation note types in Altru
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
How to assign a role for membership cards in Altru
Introduction To generate digital membership cards, you need to assign the development data entry role for membership cards to an account that you linked up with Social Good Software. Take note that any account does not apply to this role but only the account that can talk to Altru. Steps on how to assign a
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