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Altru

How to get a donation form link in Altru

February 24, 2023 By Hezel Dalimoos

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!

Filed Under: Altru, Help Center, Webforms

How digital guest passes work with Altru

February 23, 2023 By Hezel Dalimoos

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!

Filed Under: Altru, Help Center

Field Trip queries

August 19, 2022 By Albert Bartolome

To create a query for Group Sales Reservation, please do the following steps:

  1. Log in to Altru.
  2. Click on Analysis.
  3. Click on Information Library.
  4. In the Queries section, click on Add an ad-hoc query.
  5. Select the Sales Orders record type, then click OK.
  6. Apply the following restrictions and results fields to display:

7. Click on Set save options.

8. Enter the desired name for your query.

9. On the bottom right portion, click on Save and close.

Filed Under: Altru, Help Center Tagged With: Altru, Emails, Field Trips, Help Center, Reservation, Sales Orders, Support, Tickets

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