Data Bridge
Implementation Guide – Data Bridge Integration with Google Sheets
A complete implementation guide of Data Bridge integration with Google Sheets. All procedures in this document are compatible with the SGS app version V1.3.3. In summary, this document covers the following: Assigning Roles and Permissions in Altru Creation of queries in Altru Configuring the Social Good Software application (app.socialgoodsoftware.com). For other concerns and related articles, please
Implementation Guide – Data Bridge Integration with Active Campaign
A complete implementation guide of Data Bridge integration with Active Campaign. All procedures in this document are compatible with the SGS app version V1.3.3. In summary, this document covers the following: Assigning Roles and Permissions in Altru Creation of queries in Altru Configuring the Social Good Software application (app.socialgoodsoftware.com). For other concerns and related articles, please
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
How to clean up a constant contact list
Introduction Having clean data is necessary as you can use these lists for marketing or any promotional activity from your organization. Make sure to clean your records from tools like Constant Contact and Mailchimp before you sync it over to have consistent data within Altru. Learn how to free your Constant Contact list from bad
How to create a constituents query
Below is a basic query to pull most used constituent data. You may add additional restrictions in the “Include records where” section depending on the results you want to pull. For example, if you would like to fetch records for constituents that have been added this year, you should include the “Date added” restriction:
How to connect Altru with Google Sheets
In this guide: Learn connect Altru with Google Sheets in Altru with a short video walkthrough, then follow the written steps below so your team can repeat the process without hunting through menus. Social Good Software builds tools that sit alongside Blackbaud Altru so guest services, membership, and marketing teams spend less time on workarounds
