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Social Good Software

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

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Account

What email to use when creating Altru account

September 7, 2021 By Rick Hernandez

Introduction

To use Altru and Social Good Software together, you need to make sure you got some assigned and designated email addresses to do this. This could be a difficult task to complete, since there is a lot that goes into creating an email and knowing what to do in creating the email. This guide will help you in any questions that you may have so creating a designated email will be easy to do and simple to connect.

Altru Email Setup

One of the most important steps to perform in creating an email for SGS staging and production is to use an email from your organization. Also this email must be separate from a regular account used by organization members (some examples of usable emails could be marketing, customer support, and other accounts NOT being used for auditing). 

Reasons why an Organization email is important to use:

  • Logging and Security purposes to keep track of activities done by users and lessen the possibility of a potential breach.
  • Reset passwords without using another user’s email
  • Keeping credentials different from other users.

After creating or assigning your organization email to Altru and SGS, head into Altru > Administration > Application Users > (Either find this account or “Add” a new one). The roles to assign are as follows:

  • Marketing Manager: able to view sales and revenue data, constituent information, event information; also, given the abilities to schedule programs, manage discounts, export query results, and generate reports and KPIs.
  • Web Forms Administrator: enables the ability and maintenance of web pages to allow donations, ticket purchases, membership programs, and event registration.
  • Development Data Entry: allows the user to programmatically add attributes to a constituent’s record.

Altru Email Maintenance

Here are some additional tips when setting up the email address:

  • Limit sharing with other services. This email should only be shared with SGS to maintain logging and security.
  • Login to the Altru account and email every 6 months at least. Doing this will ensure that you don’t need to reset a password every 6 months in either the email address, SGS, and Altru.
  • Using the same email address in staging as production is acceptable. Keep roles in mind, however, as it does change what this address has access to changing. It is recommended to use separate accounts for staging and production, giving more usability to production.

Summary

In creating or designating an email for use in Altru and SGS, keep in mind to use an organizational email address that isn’t currently in use for auditing. Assign the roles Marketing manager, Web Forms Administrator, and Development Data Entry to the account through Altru. If you have other issues with creating Altru Accounts, refer to this article:

How to create a new account with Altru

If you are ready to connect this Altru account to SGS, refer to this article to know how:

How to connect Altru credentials with the Social Good Software

If you have any other questions, don’t hesitate to ask us!

Filed Under: Account, Account, Help Center

How to hard refresh your browser

August 17, 2021 By Rick Hernandez

Introduction

When you access a website, the data retrieved is saved on your computer so the website can load faster if you revisit it; however, if the website updates, some browsers continue to load the version of the website that’s out of date. A hard refresh will force a browser to forget the outdated version of the website and load the current version through the server. In this tutorial, we show you how to perform this in a browser.

Follow the command below that applies to your device:

Hard Refresh on MacOS

  • Google Chrome, Firefox, and Microsoft Edge: 
    • Cmd + Shift + R
    • Shift + (Refresh Button in Browser)
  • Safari: 
    • Cmd + Option + R

Hard Refresh on Windows & Linux

  • Ctrl + F5 
  • or, Ctrl + (Refresh Button in Browser)
  • Ctrl + Shift + R

Hard Refresh on iOS

  • Force Quit Browser then reopen
  • Settings > Safari > Clear History and Website Data
  • Settings > Safari > Advanced > Website Data > (Swipe Right on Website Data)

Hard Refresh on Android

  • Enter Chrome > [•••] (Found in right corner of browser) > Settings > Site Settings > Data Stored> (Either “Clear All Data” or select website and press “Clear and Reset”)

Conclusion

Social Good Software wants to ensure that all users receive the most current version of our website along with any other websites. We want your experience on the internet to be secured, frequently updated, and satisfying as you accomplish your organizational goals. We hope that this tutorial was helpful, and as always, feel free to contact us with any more questions or concerns!

Filed Under: Account, Account, Help Center

How to generate Altru Ticket ID

August 11, 2021 By Rick Hernandez

In this guide, you will learn how to get the Altru Ticket ID to generate ticket numbers and attach PDFs to your emails. This process is exceptionally useful if you want to attach automatically generated tickets to emails using the Email Designer.

Steps to generate Altru Ticket ID:

  1. On the left hand side, click on “Settings.”
  1. Click on “Altru,” and locate the file field that says “Altru Ticket ID.” Enter the ID that matches with your business ticketing.

a. Social Good Software cannot retrieve this information for you; therefore, it must be done manually. To find your Altru Ticket ID, purchase a ticket for your business through Altru (of course, this can be a free ticket), and view the ticket using the email sent to your inbox.

Email a ticket to yourself from Altru to receive an eTicket URL. Tis holds the Altru Ticket ID.
Email a ticket to yourself from Altru to receive an eTicket.

b. Viewing the link’s URL, either by looking at the browser URL bar or inspecting the link element, search for “pid=###”, substituting ### for your Ticket ID (ex. 215 or 219).

Find the "pid" inside of the ticket URL to find the Altru Ticket ID.
Find the “pid” inside of the ticket URL to find the Altru Ticket ID.

c. Use the 3-digit number found in “pid” as the Ticket ID. This only has to be entered once, and SGS will save it for all subsequent times you create tickets. Make sure to “Save Credentials” and “Test Connection” when you’re finished entering these changes.

Enter Altru Ticket ID, Save Credentials, and Test Connection.
Enter Ticket ID, Save Credentials, and Test Connection.
  1. Enter the “Email Designer” app. Click into the email you wish to automatically add tickets to. Go into “Settings,” found on the top right side of the screen.
  2. Click on “Automatically generate eTicket numbers”. Save these changes.
    • At this point, if you see a banner on the bottom that says “Invalid Ticket ID,” refer back to step 2a to retrieve the correct Altru Ticket ID.

Summary

Obtaining the Tickets ID from Altru is somewhat challenging, but it’s very beneficial to the organization once you acquire it. It provides the automation tools necessary for generating tickets and cutting down on menial tasks. It will give you more control over ticketing and less headache printing tickets and assigning to various guests, giving them a better experience and enabling you to help them more.

As always, if you have any further questions about generating tickets, or if you are missing information, do not hesitate to contact us!

Filed Under: Account, Account, Help Center

How to reset your password

August 5, 2021 By Rick Hernandez

Passwords help secure your account and keep your information private to you and those authorized to access it. However, it is hard to keep track of passwords at times. With the Reset Password option of Social Good Software, you can easily change your password that you forgot. Just follow the step below:

  1. Go to the Login Page of Social Good Software, and select the “Forgot Password” option.
  1. Enter the email associated with your Social Good Software account and press “Reset Password.”
  1. Open your email address in another browser and find the message sent to your inbox from Social Good Software about your password information. This email contains a verification code that you can use to reset your password.
  2. Copy the code, and then go back to the Social Good Software password page and paste the code in the box that says “Verification Code.”
  3. Reset your password by typing in a new password and pressing “Set New Password.”

Note: This option will not work with unknown emails but let you redirect to the account creation page.

If you follow these steps correctly, you can again log in to your account as usual with your new password. Keep this password handy–write it down, and keep it safe!

Filed Under: Account, Account, Help Center

Altru Real-Time data updates

January 30, 2021 By Rick Hernandez

Learn how the Altru real-time data updates work with Social Good Software. You will learn how we connect into Altru using the API and how the software application listens to data events from Altru.

Once the data event happens each application will be notified and trigger an update accordingly for real-time data.

My Calendars timestamp is not updating? This is because your calendar has no new data. The moment new data becomes available your calendar will be updated automatically.

I’m not seeing any new data is this working? Don’t worry if you see an empty activity tab. This just means there is no new data available. The moment data becomes available it will be updated on the activity tab of the application.

Filed Under: Account, Account, Help Center

How to update your organization details

October 14, 2020 By Rick Hernandez

Filed Under: Account, Account, Help Center

How to delete your account

October 22, 2019 By Rick Hernandez

Filed Under: Account, Account, Help Center

How to connect Altru credentials with the Social Good Software

September 27, 2019 By Rick Hernandez

Before you continue, please make sure you have completed the following action items.

  • Created an Altru Account and verified it
  • Created a Social Good Software Account and verified it
  • You are the administrator for the Social Good Software Account

How to connect Altru credentials with the Social Good Software Application

Step 1: Correctly setup Altru Account.

This guide will show you how to add your Altru credentials into the Social Good Software application. Let’s get started.

NOTE: You need to firstly create your Social Good Software account and your Altru account which is needed for this application. If you have not done both of these steps, please follow each corresponding guide.

  • How to create an Account with Social Good Software
  • How to create a new account with Altru

Once you have completed the action items above you will have your Altru Credentials for a new account you have created. Keep both the username and password handy you will need it in the next few steps.

Log in to the Social Good Software application using the following link.

https://app.socialgoodsoftware.com/login

Log in to the Social Good Software application

Step 2: Get your Altru credentials into the system

On the left-hand side of the screen click on the Settings option.

Click on the Settings Option

Click on the Altru tab on the top right-hand side of the screen.

Click on the Altru Tab

You will now see the following fields

  • Altru Domain
  • Altru Root Directory
  • Altru Username
  • Altru Password
  • Altru Database
  • Altru Instance ID
Altru Details Example

Login into your Altru Instance. When you log in for the first time you are going to copy the URL on your browser. Make sure you don’t click on anything in Altru besides the URL link.

You see get a link similar to the one below.

URL from Altru

Grab the link and paste it into your favorite text editor. We are going to break up the link into parts to be able to connect into Altru.

NOTE: Your link will look different than the one below. Keep your link private and DO NOT share it publicly.

Copy and Paste the link to your favorite text editor
  • Altru Domain: https://altrurig02erp4.blackbaudhosting.com
  • Altru Root Directory: 56931S_5837252a-5b1e-4bd3-89e7-0c418ebcb614
  • Altru Username: support@socialgoodsoftware.com
  • Altru Password: YOUR_STRONG_PASSWORD
  • Altru Database: 4D5376CB-0A6A-4696-9F9C-69957459C116
  • Altru Instance ID: 56931S

Step 3: Test your credentials to verify they are valid with Altru

Once you have all the details ready for your account click on the Save Credentials button to update your account with your new credentials.

Click on the Test Connection button to verify your credentials are valid.

Valid Connection Notice

You will now see a Valid Altru Credentials message letting you know that your credentials are valid and you are now ready to start using the application with Altru.

Invalid Connection Notice

If you see the Invalid Altru Credentials message you will want to verify you have followed all the steps in this guide correctly. A typo or an invalid value could cause this message. Start back from the beginning and try again.

A common mistake is providing an account with an invalid role. Verify you created the account with the right information from step 1. If you are still facing problems make sure you reach out to support.

Tips for setting up your account credentials

  • You don’t want to use your personal credential for this guide.
  • We recommend a tool such as LastPass to manage your passwords.
  • Make sure you have TextEdit, Notepad or your favorite text editor available.

Filed Under: Account, Account, Help Center

How to create a new account with Altru

September 27, 2019 By Rick Hernandez

If you have been looking for a way to create an Altru Account for the Social Good Software application, then look no further. In this short tutorial, you will learn how to create an account with Altru. Just follow the steps listed below.

Why create a separate account?

  • Logging purposes – You can monitor what the account does.
  • Security purposes – You can keep a log of all actions inside of Altru.
  • Mitigate risk for a potential breach
  • Keep credentials independent of staff members
  • Reset passwords without having to require a user’s personal email

How to create a new account with Altru

Before you start with this guide, please make sure you have an email NOT registered with Altru available for you to use.

Step 1: Create a new Account with Altru to use for Social Good Software

Login to your Altru account to start the process of creating a new user. If you don’t have access to create new user accounts contact your Altru administrator.

Go to the Administration tab on the top navigation of Altru.

Click on “Administration”

Proceed to Application users under the Administration section of Altru.

Click on “Application User”

Under Application Users, click on the “Add” button and you will get a dialog to create a new user account.

Click on the “Add” button

Give the account a name. We recommend SGS Application.

Type the email for the account.

NOTE: The email address needs to be an email address that you have access to. You can use a distribution list, a support email, or simply create a new email address.

Assign roles to the account

Step 2: Assign default Altru rules to the account

On the right-hand side, you will want to add the following roles to the user.

  • Marketing Manager
    • System role that runs queries on behalf of the organization (required for Deduper, Calendar Builder, Email Designer, Barcode Scanner, Membership Portal, and Data Bridge)
  • Web Forms Administrator
    • System role that generates links for the calendar (required for Calendar Builder)
  • Ticket Seller
    • System role that reads and writes access for tickets (required for Barcode Scanner and Digital eTickets)
  • Development Data Entry
    • Read and write access for constituents and memberships (required for Deduper, Membership Portal, Data Bridge, and Digital Membership Cards)
  • Group Sales Coordinator
    • Attach note for group sales (required for Email Designer)
create a new account with Altru
Assign Roles to the user

NOTE: Altru as of this writing does not allow you to define your own custom roles. You will have to contact your Account Executive and pay a fee to have Blackbaud define and create a role for you.

Once you have given the account the right roles it’s time to click on the Send an Invite button.

create a new account with Altru
Click on the “Send & Invite” button

Altru will send you an email to confirm the email address.

create a new account with Altru
Altru Verification Email

Before you confirm the email address you will need to make sure you have verified your account. To verify your account you must first create it. Create the account and verify you own the email address.

create a new account with Altru
Create your account with Altru

Next, verify you own the email address with a separate email from Altru.

Verify The Email Address

Once verified and created you are now ready to use those credentials with the Social Good Software application.

Grab your username and password and go to Social Good Software Admin area to set up your account for the first time.

Tips on managing your new account

  • Have an email not registered with Altru available before you start this guide.
  • Altru requires you to change your password every six months. Make sure you comply with Altru and keep your passwords always up to date.
  • WARNING: You typically don’t want to assign the System Administrator role to this account. 
  • Don’t share your newly created account with anyone besides the SGS application.

Filed Under: Account, Account, Help Center

How to create an Account with Social Good Software

September 12, 2019 By admin

If you have been looking for a way to create a Social Good Software account, then look no further. In this short tutorial, you will learn how to create your account. Just follow the steps listed below.

Who needs to create this account?

  • You are an administrator for the account. An administrator is someone who will oversee this account.
  • You are responsible for setting up your team, billing, and managing secure credentials.

How to create your Social Good Software account?

1: Create your account

You will have received an email from your account manager, there will be a link in it that will redirect you to the page where you can create your account.

NOTE: If you do not have an account manager, please schedule a strategy session with us and we will set up an account manager for your account.

While creating the account, it is really important that you are the actual administrator of this account so that you can fill in all the correct information for your organization.

NOTE: If you are not an administrator then you’ll receive a separate request to join the application please DO NOT fill in this form. Wait until your administrator has registered, then you will be invited to join.

Fill in the following fields:

  • First name
  • Last name
  • Your organizational email
  • The legal name of the organization
  • Organization website URL. Example – www.artic.edu
  • Your secure password
Create an account with Social Good Software
Organization Details
  • Review the “Privacy Agreement” and “Terms of Service” documents.
Create an account with Social Good Software
Review the terms of service and privacy agreement.
  • Verify you are a real person using the google captcha.
Click on the “I’m not a robot” checkbox
  • Once verified, click the “Register” button to request access to your new account.
Create an account with Social Good Software
Click on the “Register” button

2: Verify your account

If you register, you’ll be asked to verify your email address. A verification code will be sent to your email address, open it and fill in the field with your verification code.

Create an account with Social Good Software
Account Verification Required

Click on the “Verify Account” button.

You’ll be redirected to the login page, fill in your email and password to log in for the first time.

It’s important that you attempt to log in to notify your account manager that your account was created successfully.

Log in with your credentials

3: Account Approval

You’ll see a prompt of “Awaiting Account Approval”.

Account waiting approval

Your account manager will then approve your account which could take up to 48 hours. Once the account gets approved you will receive an email letting you know that you now have access to the application and may now use your credentials to log in.

4: Login into your account

Enter your credentials again to login into the application.

Congratulations! Your account is created. If you have any questions or problems, please contact us. We are always happy to help with any issues that may arise.

Tips on how to fill out the form

  • You can have more than one Administrator.
  • Keep in mind that when you fill out the form, you must provide your organization’s information and not your personal information.
  • Have feedback or questions about a field? Make sure to reach out using the feedback form.

Filed Under: Account, Account, Help Center

Social Good Software | Altru software integrations | Deduper | Calendar Builder | Email Designer | Barcodes Reader | Checkout Flows | Membership Portal | Online Template | API Integrations