How to create an attribute for a segment with Altru

How to create an attribute for a segment with Altru

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

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How to create a SYNC Operations note type

How to create a SYNC Operations note type

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

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Post-visit email template for Altru

Post-visit email template for Altru

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

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Reminder email template for Altru

Reminder email template for Altru

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

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eTicket email template for Altru

eTicket email template for Altru

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

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How to add a subdomain to your portal

How to add a subdomain to your portal

Introduction A neat and well-maintained domain for your website brings tremendous professionalism to your organization in the Internet era. When you have separate sections in your domain, like members, clubs, support, and others, it is recommended to create a separate subdomain to easily navigate to that section. It is easier to navigate to members.domain.### than

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How to merge two records together with Altru using the Deduper

How to merge two records together with Altru using the Deduper

The Deduper application is a powerful application for managing records in your constituent database and removing duplicate records that it sees. As you continue to use it, you can see many tools at your disposal to view different records in depth, compare different values, and run many scenarios to clean and manage your database better.

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How to update phone number or address with Altru

How to update phone number or address with Altru

In your web forms, you create all kinds of methods for your guests to purchase tickets, edit membership details, and so on; however, what if you have a change of address or phone number with your own company? You will need to go into Altru to update the phone number or address, which we will

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Automated welcome email

Queries in Altru are used to gather information from the database. You can utilize it in creating memberships, sending emails, and so on. One query that is useful to your organization is an automated welcome email for first-time membership purchases. It will help you save time on sending welcome messages to new members and generate

What is the difference between the three email types?

Introduction You’ve entered the phase of setting up emails using the Email Designer, copying and pasting some ODATA links, and setting up the UI Design to make the emails look pretty. After punching in some steps, you’ve come to a crossroads: Email Type. Three buttons appear on this screen, saying “Transactional Email,” “Membership Email,” and

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