Social Good Software

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How to get a donation form link in Altru

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Donating is a form of caring. Many of your guests and members may want to give back to those in need through your organization. To be sure that you have records in Altru of the donations received, you need to provide the donation form link to your constituents. It will ensure that all donations to your organization are accounted for properly. Follow this guide on how to get the link.

Steps to get the link to the donation form in Altru

  1. Go to your Altru account and click Web.
  1. Under Web forms, select Manage donation forms.
get a donation form link in Altru
  1. Click the type or designation of the donation. In the sample screenshot below, General Donation is used. Click the drop-down for the donation form link. The URL should appear, together with the other related details for the donation.
get a donation form link in Altru

You now have the link to your Altu donation form. You can add to your web forms and emails, making it easier for your constituents to donate.

Please contact us at support@socialgoodsoftware for your questions or if you need clarifications. We are always happy to help!

How digital guest passes work with Altru

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Digital guest passes in Altru is a privilege you can give to your members, guests, and other organization. It can be a benefit offered to your members based on their membership levels, free admission for your guests, and sponsorship benefits for other organizations.

Giving guest passes is an excellent way of showing appreciation to your donors. You can issue it as a way of consoling your constituents if an exhibit is unavailable the day they visit so they can attend on a different day. You can also provide guest passes to a company that sponsors your organization by giving free guest passes to their employees. It is a way of showing that your organization acknowledges their support.

 Enable the Digital Guest passes in Altru and use them effectively by following the steps below.

Steps to Enable the Digital Guest Passes in Altru

  1. Go to your Altru Account and click Tickets.
  2. Proceed to Guest passes under Configuration.
  1. Under Allow guest passes, select Allow guest passes to be issued and redeemed. 
Digital guest passes
  1. On the other side, Under Restrict passes to these programs, choose the programs where the guests and members can redeem the guest passes. Click on Save.
Remember:
Guest passes in Altru can be disabled, but you must first delete the membership benefits assigned to membership levels. By doing so, you won’t be able to add the guest pass benefit to membership levels and constituents. However, constituents can still redeem valid guest passes you already issued.
  1. After you enable the guest passes function in Tickets, you will see the added System-generated guest pass to your Benefits Catalog. You can edit the name, description, value, and fulfillment information.
Digital guest passes

Guest Passes on Memberships

  1. Guest pass benefits are also added to membership levels on programs. You can set the number of quantities you want to offer, the frequency of eligibility, and its expiration.
Digital guest passes
Remember:
Guest passes are issued automatically when someone avails of a membership or renews a qualifying membership.
  1. To check if guest passes are issued to constituents, go to the member’s record and check the Benefits and sent items section. You can also proceed to the Guest passes tab of your constituent’s record to verify.
Digital guest passes

Guest Passes for Constituents and other Organizations

  1. Go to your constituent record.
  2. Click the Guest Passes tab. It displays information about the currently issued guest passes to constituents including those as a membership benefit.
  1. Click Add. A dialog box will pop out. Fill in the needed information then save.

Applying the Passes on Daily Sales

A printed guest pass is not necessary because it can directly redeem on the Daily Sales. Guests only need to provide work IDs if employees of the sponsor organization or members’ membership cards to verify the identity of the pass owners.

  1. Add tickets to the cart of a program that allows guest passes.
  2. Once it is clickable, select the Apply pass.
  1. A dialog will show up. Select the name of the guest that issued the pass then you will see the number of available passes your visitor has. Enter manually the number of passes your constituent wants to use.
  1. Click Save. It will show the program ticket where the guest pass is applied.
Remember:
You can check the redeemed guest passes on sales orders. It will appear under the Benefits tab if the order includes a membership purchase or upgrade. 
  1. You can also query guest passes by going to Sales Order and Constituent queries. 
    • To create a query:
      1. Go to Analysis.
      2. Proceed to the Information library.
      3. Create an ad-hoc query
      4. Select the type of query (Sales order or Constituent query).
Digital guest passes

You can use the Guest Pass Report in Sales to manage your guest pass program. This data will show you the number of issued and redeemed passes with ticket value. It will help your organization for future-decision making concerning this program so you can use it to your advantage.

Please email us at support@socialgoodsoftware for your questions or if you need clarifications. We are always happy to help!

How to view your settings for your mail provider

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Data Bridge is a great tool that makes it possible for your Altru records and data from mail providers such as ActiveCampaign, ConstantContact, and MailChimp in sync. To effectively use this app, view your settings for your mail provider to check if it is configured correctly.

View the Data Bridge Settings for Mail Provider

  1. Go to your Social Good Software account.
  2. Proceed to Data Bridge.
  3. Click the Data Bridge you already configured.
  4. Head over to Widget and click the integration, which can be ActiveCampaign, ConstantContact, or  Mailchimp.
Note: ActiveCampaign, MailChimp, and ConstantContact have the same setup process.
  1. Proceed to Settings to check if it’s all set up correctly.
    1. Under Widget Settings are
      • Widget Name: Name of the mail provider you want to integrate with Altru
      • Update Frequency: How often the updates happen in a day
      • Mailing List:  Name of the list you created in your mail provider where contacts will be syncing.
  1. Test Integration
    • This function will make you go through 22 tests to check if you set the Data Bridge accurately. These tests will help verify if you configure your settings correctly.
  1. On the other side, you will see the settings for the mail provider (in this case, ActiveCampaign) and Altru. We recommend setting it up like the image below.

Altru Settings (Recommended): 

  1. If a constituent is not found in Altru create a new record > Disabled
    • If enabled, it will create a new record in Altru based on the contacts found from a third-party mail provider, which in this example is ActiveCampaign.
  1. If duplicate records are found update subscription attributes >Disabled
    • It will update all duplicate records when enabled.
  1. Map fields for constituent > Enabled
    • Click the little gear to start mapping.
  1. Add an attribute to the constituent for the selected list > Enabled
    • Will add attributes to the constituent records on a specific integration. Click the little gear to map the subscription attribute.
  1. Attach a note to the constituent with SYNC updates > Enabled
    • It will attach a note type to a specific record in  Altru every time an update happens. Click the little gear to map a note type.
view your settings for your mail provider
  1. Once the Settings in the SGS app are correctly configured, enable the integration and click Save Settings. It will then start the syncing process between Altru and the mail provider (ActiveCampaign).
view your settings for your mail provider

Preview your Integration

Proceed to the preview tab to see what will happen to the integration once enabled. It will show you side-by-side the contacts from the Altru and the mail provider, which in this case is ActiveCampaign. Note that it will only reveal the first 500 contacts, which shows what operations and updates will happen on both systems. 

Depending on the size of your list, it may take some time to generate the preview. Once it loads, you can apply filters to see the contacts that need updates, individuals that unsubscribe, and duplicate records. 

Click Sync Data to start syncing your data on both systems.

view your settings for your mail provider

Sync Activity 

Go to the sync activity tab to check the operations that you did. Choose the date when you did the activity, and it will show you the details of the operation.

view your settings for your mail provider

Data Cleanup

This function will help you clean your data. On the left are settings you can enable to have a clean record. Don’t forget to click save settings to save the changes you made.

The tool will not update your data on the system, but you can download the complete clean records in a CSV and XLSX format and upload them back to your mail provider so you will have clean data.

View your settings for your mail provider to audit and verify if you configure it correctly. Follow this process discreetly to make the two systems in sync.

Please contact us at support@socialgoodsoftware.com for questions or if you need clarifications. We are always happy to help!

How to enable the integration

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To be sure that your Altru records and contacts from the mail provider like ActiveCampaign, ConstantContact, or  Mailchimp are in sync, the widget settings in the Data Bridge app must correctly configure before you enable the integration. This process applies to any type of integration you have.

How to enable the integration

  1. Log in to your Social Good Software account.
  2. Proceed to Data Bridge.
  3. Click the Data Bridge you already configured.
  4. Head to Widget and click the integration you are working on, which can be ActiveCampaign, ConstantContact, or  Mailchimp.
  5. Go to Settings. Under Widget Settings, you will see that the update frequency was set once a day at 5:00 in the morning eastern time.
How to enable the integration
  1. Enable the integration, then Save Settings. With this, updates of records on Altru and mail provider will happen every day at 5:00 AM eastern time.
How to enable the integration
Warning: Check your subscription plan with your mail provider before you click the Sync Data, especially when migrating a huge number of contacts, because the more contacts you sync, the higher your bill.
  1. There is also an option to sync the record right away. Go to the Preview tab, then click Sync Data. It will then process the data immediately. Note that the syncing process will take some time, depending on the size of your list.
How to enable the integration
  1. You can check all the completed activities by going to the Sync Activity tab. All the operations that happened will be available for you to review.

This process will ensure that your records in Altru and on the mail provider will always be in sync. But if you decide not to use the integration, just go to Settings, and disable the integration, then Save Settings.

Please contact us at support@socialgoodsoftware.com if you have questions or you need clarifications. We are always happy to help!

How to verify your contacts have been synced

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Audit the operations between the two systems to check if the syncing process runs correctly and verify if your contacts have been synced. Review the activity log to confirm if it achieved your desired output.

How to verify your contacts have been synced

  1. Log in to your Social Good Software account.
  1. Proceed to Data Bridge.
  1. Click the Data Bridge you already configured.
  1. Head to Widget and click the integration you are working on, which can be ActiveCampaign, ConstantContact, or Mailchimp.
  1. Go to the Sync Activity tab to view all the activities that took place on a specified date.
  1. To review the operations on a particular date, click the calendar icon and select the date you want to check.
how to verify your contacts have been synced
  1. Now, you can start reviewing the performed activities on both systems on your chosen date.
how to verify your contacts have been synced

With this, it will be easier to check, review and verify the updates done on your records in Altru and mail provider.
Please contact us at support@socialgoodsoftware.com if you have questions or clarifications. We are always happy to help!

How to batch process email removals from Altru

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Having a shared email address among the members of a family who signed up for your organization is unavoidable. But this will send the same email multiple times to the same household. To avoid this scenario, detach the email addresses from constituents and assign a primary email address. 

Detaching email addresses was made easier using the batch process of removing emails in Altru. With this method, no need for you to manually remove the email addresses one by one from each of your records, which will take a lot of time, especially if you have thousands of data. 

You can remove email addresses using the batch process by uploading a CSV file or Excel that contains the email address and the System Record ID.

Important: 
Only upload the spreadsheet rows of constituents you want to detach the shared email addresses.

Email removals through the batch process

1: Ready your CSV file or Excel containing rows of email addresses and System Record IDs of the constituents you want to remove the email from to upload.

2: Go to your Social Good Software account and proceed to Development.

batch process email removal

3: Click on Data Imports.

batch process email removal

4: Proceed to Create Data Import button.

batch process email removal

5: A dialog box will pop out where you can name your import activity. Click Next.

batch process email removal

6: Select how you want to import your data. In this example, we will go to File upload. Click Next.

batch process email removal

7: Select the action you want to happen. Once done, click Next.

batch process email removal

8: You can receive an email notification when the process ends. Just add your email address to this dialog. Click next.

batch process email removal

9: Click the CREATE DATA IMPORT button to start importing your data.

batch process email removal

10: Click on the file you just made.

11: You can now upload your file but before you do, make sure that the email addresses and System Record ID of the constituents where you want to remove the shared email addresses are in place.

batch process email removal
Note: You need the System record ID for the account where you want to remove the shared email address. You can find it using the Deduper tool or through Altru. As for the email address, put in the one you want to remove from the constituent record.

12: Go to Settings. Click UPLOAD if your file is ready, or drag and drop your file.

batch process email removal

Preview

1: Proceed to the Preview tab and check the information you just uploaded. Go to Settings if you want to perform some adjustments. Once done, click on Save Settings.

Email address: Email
System record id: System record ID

batch process email removal

2: Proceed to the Activity tab and click the Batch Import button.

Note: The batch process cannot stop once it starts, so make sure your list is final. It also takes a while for this process to complete depending on the data it processes.

3: You will have the following results once the batch process of email removals is complete:  

Batch Email:

You can go to the Activity tab to check the progress of your batch process. If you found email addresses that failed to remove, we recommend that you check them inside of Altru so you can figure out the reason/s why it did not work.

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

Implementation Guide – Data Bridge Integration with Mailchimp

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A complete implementation guide of Data Bridge integration with Mailchimp.    

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 visit help.socialgoodsoftware.com or email us at implementation@socialgoodsoftware.com.

Please reach us at support@socialgoodsoftware.com for your questions, clarifications, and other concerns. We are always happy to help!