Data Bridge
How to authorize Mailchimp for the Data Bridge
How to create an attribute with Altru for a mailing list
Create an attribute with Altru for a mailing list to add greater dimension to your constituents. With this attribute, you can tag someone with specific mailing lists. You can also include and exclude individuals using this attribute. This is useful when sorting email lists out especially with events or tiered membership level perks.
Creating an attribute with Altru for a mailing list
1: Go to your Altru account.
2: Proceed to Administration.
3: Move on attribute categories.
4: Click on Add.
5: A dialog box will pop out where you need to supply the needed details. When you create a new name for an attribute, keep in mind that it should be easy to understand and correspond to the list you are creating it for. Once done, click Save.
Name: Must after the list you are creating for
Record type: Constituent (make this attribute attach to all constituents)
Data type: Yes/No
✅Allow only one per record
Note: Make sure to check the box that allows only one per record to work this attribute correctly. This will override whenever someone opts in or out of the specific attribute.
If you want to create another attribute, just click on the Add button or repeat the process above.
Summary
Knowing how to create an attribute with Altru for a mailing list is helpful in organizing and sorting mailing lists so you can create more targeted emails for a more targeted audience. We also recommend that you add all the attributes that you can use throughout your list for proper segmentation.
If something is unclear in this article or if you have other questions, please contact us anytime!
How to create a query for mail provider using Altru
Introduction
Below is a detailed process of creating a list that can sync over to either Constant Contact or Mailchimp. Take note that you will undergo the same process of creating a list of individuals whether you are using Constant Contact or Mailchimp and whether it is the main list or a sub-list. Make sure to include all the recommended information whenever you create a query for a mail provider.
The process starts by creating an attribute needed for the query and then going through the process of creating the query itself. Refer below to fully understand the process and to know what are the needed information:
Process of creating an Attribute
1: Go to Altru and click on Administration then proceed to Attribute Categories.
2: Click Add which will prompt you to a dialog box.
3: Make sure to create a category for a specific segment and if you have a sub-list then you need to tag it differently. Supply the needed information in the Dialog Box based on the details below before you click Save.
Name: Base it on the particular segment you are working on
Record type: Constituent
Data Type: Yes/No
Make sure to ✅ Allow only one per record.
Note: You can add sub-lists as you want which is based on the main list but it still needs to undergo the same process above.
Steps on how to create a query for mail provider in Altru
1: After creating the Attribute, you can now proceed to Analysis and click on the Information Library.
2: Click on Add an ad-hoc query which will redirect you to another Dialog Box.
3: Select Constituents then click OK.
4: You can now add fields to your query. Below are the recommended fields needed to make the syncing of information with Mailchimp or Constant Contact work. Just note that if you have a segment that you want to create, all you have to do is to follow the same process but make sure to include the specific segment you are working with.
Note: You can rearrange the fields based on your preference.
5: Click on the Set save option to name your query, write a description, select its category and designate a folder then Save and close.
6: Great! You have officially created a query. You can now use the OData Link with the Data Bridge.
Adding Sub-list to the current query for a mail provider
To add a specific segment to your query, you need to go through the same process and add the particular segment you want to include. You can also go to Edit Definition if you already have an existing query and add the specific segment.
1: Go to Edit Definition and proceed to Attributes.
2: Double click the sublist that you want to include.
3: Select Value before dragging it to the Results field to display.
4: Lastly, add the logic applicable for your sublist.
You now have your attribute and a query for your mail provider. If you have more questions please reach out to us through our support channel.
How to create an unsubscribed attribute with Altru
Introduction
To determine those individuals who unsubscribed, you just need to create an unsubscribed attribute with Altru. Do it once and it will be shared among all of your lists of members.
Steps on how to create unsubscribed attribute with Altru:
1: Open ALTRU and click ADMINISTRATION.
2: Proceed to ATTRIBUTE CATEGORIES under Data
3: Click ADD to create new attribute.
4: A dialog box will pop out. Input the following and click Save.
Name: Unsubscribed
Record type: Constituent
Attribute group: N/A
Data Type: Yes/No
Note: Make sure to click on the ‘Allow only one per record’ checkbox.
Once done with the steps above, you can now connect it all together with the Data Bridge which is very useful in attaching those unsubscribe attributes.
If you have more questions, please reach out to us through our support channel.
You can also check the tutorial on 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 when you name an attribute for a segment:
- Who those individuals are.
- What group they belong to; and
- It must be readable and maintainable in the future.
Steps on how to create an attribute for a segment with Altru:
1: Open ALTRU and click ADMINISTRATION.
2: Proceed to ATTRIBUTE CATEGORIES under Data.
3: Click ADD to create new attribute.
4: A dialog box will pop out where you need to supply the needed information. Click on Save.
Name: (best describe the list)
Record type: Constituent
Attribute group: None
Data Type: Yes/No
Note: Make sure to click on the ‘Allow only one per record’ checkbox.
Create an additional attribute by repeating the process from step three then provide the needed information.
Summary
Creating an attribute is needed if you have lists of individuals who belong to a particular group. It is useful to your organization because you can use this list for your marketing campaign. Sending emails to your target group of people will be a lot easier and faster when you have your attribute.
If you have more questions, please reach out to us through our support channel.
You can also learn how to create an attribute for your email list. And, we also provide a guide on how to create an unsubscribe attribute.
How to create a SYNC Operations note type
Introduction
Learning how to create a 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 to determine what operation took place, updated, and moved over in a certain constituent record. With note type, you will be able to see all the operations that happened on a particular constituent record.
Steps on how to create a Note Type:
1: Open ALTRU and click ADMINISTRATION.
2: Proceed to CODE TABLES under Data
3: Click on FILTER then the DROP-DOWN MENU
4: Select BIOGRAPHICAL and click APPLY
5: It will show a list of biographical types that can be set-up. Click on CONSTITUENT NOTE TYPE then ADD.
6: A dialog box will pop-out. Add a name to the description area for a new note type then click OK.
Summary
You now have a newly created note type that you need to add to a particular constituent record. This will make sure that every time you perform a data sync, it will be easier to query and simpler to check the operations previously done. Note type is also useful for the data restoration since it contains the original information for previous data syncs.
If you have more questions please reach out to us through our support channel.
You can also check the tutorial on how to create a membership note type and how to create a custom note type with Altru.
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 records without exerting a lot of effort in sorting and cleaning your data using the Data Bridge.
Cleaning up a Constant Contact list
1: Log in to your Social Good Software account.
2: Proceed to Data Bridge.
3: Click on create widget button.
4: A dialog box will pop out wherein you need to put on the name of the Widget before you click Next.
5: Select the widget type then click Next.
6: You now have a new Widget. Click on it and authorize it to go into Constant Contact.
7: Once it was authenticated, on the Widget Settings under Mailing List select the list that you want its data to be clean up. In this illustration, we will go with New Members.
8: Proceed to the Data Cleanup where you can see your first 500 rows of record based on the selected mailing list and start cleaning it up.
9: On the left side of the window located the options that you can enable and disable. Each of these options has different rules that you can take advantage of to have a consistent record. You can also test your configuration to see what works for you and Save Settings.
10: If everything looks good, export as a CSV or XLS format to perform a spot check. The option to export the data is located at the bottom part of the window.
11: Open the document to see if all the data is nice and clean; spot check if necessary. If you found inconsistent data, you can fix it manually.
12: You can now reimport this clean list of contacts into Constant Contact.
Summary
These options are specially made with the intention of helping you clean your data from tools like Constant Contact. Repeat this process to all your lists before you sync it over to Altru to free your records from any bad data.
If you have more questions, please reach out to us through our support channel.
How to create a constituents query
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