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Data Bridge

How to view your settings for your mail provider

January 19, 2023 By Rick Hernandez

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!

Filed Under: Data Bridge, Help Center, Integrations

How to enable the integration

January 15, 2023 By Rick Hernandez

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!

Filed Under: Data Bridge, Help Center, Integrations

How to verify your contacts have been synced

January 15, 2023 By Rick Hernandez

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!

Filed Under: Data Bridge, Help Center, Integrations

Implementation Guide – Data Bridge Integration with Mailchimp

October 30, 2022 By Rick Hernandez

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!

Filed Under: Data Bridge, Help Center, Implementation Guide, Implementation Guide

Implementation Guide – Data Bridge Integration with Google Sheets

October 30, 2022 By Rick Hernandez

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 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!

Filed Under: Data Bridge, Help Center, Implementation Guide, Implementation Guide

Implementation Guide – Data Bridge Integration with Active Campaign

October 30, 2022 By Rick Hernandez

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 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!

Filed Under: Data Bridge, Help Center, Implementation Guide, Implementation Guide

How to authorize Constant Contact for the Data Bridge

April 25, 2022 By Rick Hernandez

Authorize-Constant-Contact-with-Social-Good-SoftwareDownload

Filed Under: Data Bridge, Help Center, Integrations

How to authorize Mailchimp for the Data Bridge

April 25, 2022 By Rick Hernandez

Authorize-Mailchimp-in-Social-Good-SoftwareDownload

Filed Under: Data Bridge, Help Center, Integrations

How to create an attribute with Altru for a mailing list

April 13, 2022 By Rick Hernandez

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.

Create an attribute with Altru for a mailing list

4: Click on Add.

Create an attribute with Altru for a mailing list

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

Create an attribute with Altru for a mailing list
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!

Filed Under: Data Bridge, Help Center, Integrations

Types of emails for eTickets

January 27, 2022 By Rick Hernandez

eTicket-email-optionsDownload

Introduction

Email designer is an app that allows you to customize and send automated emails for your Altru transactions. This tool is useful for different types of emails for eTickets because through it you can send messages with tickets in PDF form. Guests are no longer need to click on the link to download the ticket since it was already replaced by a ticket in PDF form.

In this guide, you will learn what are the types of emails for eTickets, the components of each email, and some of the Frequently Asked Questions (FAQ) that we received regarding this topic. 

How to set-up your emails in three (3) steps:

1. Write your email in Google Docs or Microsoft word

  • We recommend that you first draft your email to Google docs or Microsoft word and check that you include all the merge fields that you need.

2. Create your query and note type with Altru for your email

  • Make sure that your query identifies who the receivers of the email are. Create a Note type in Altru to be able to monitor if the emails were sent.

3. Setup the Email Designer with your content and query.

  • To be able to send out this email, put together the content and the query to the Email Designer. 

The process of setting up your emails starts from running the query and feeding it to the Email Designer. If there are individuals who match the query, an email for that particular person will be sent out. Once the email was sent out, the app will grab a copy of it and attach it to Altru as Note Type so there will be an email attached inside the particular sales order.

Three (3) Types of Emails for eTickets

1. eTicket Email is great for sending out a PDF that auto generated an eTicket number and a PDF with their tickets.

types of emails for eTickets

There are two emails that Altru sends out. The first email is about what the guests’ purchased and the second is the link to their eTicket. 

With the use of the Email Designer, we will replace the second email that Altru sends which is the link to their ticket with our eTicket email where we will instead attach a PDF to the tickets.

2. Reminder Email is great for sending out a reminder of their upcoming visit with tickets attached as a PDF. This email can go out the day of or one day before.

types of emails for eTickets

3. Post Visit Email is great for following up with guests who have visited. You can send a membership offer or just collect feedback on their experience. 

types of emails for eTickets

It is an email to thank  the guests for visiting. Typically sent out the day or the following day after the visit.You can send this email without PDF or tickets.

Frequently Asked Questions (FAQ)

1. Do these emails account for sales orders over the phone, online and in person?

  • The discussed type of emails above will account for all three types of sales methods. You can also exclude a specific sales method at the query level.

2. If I manually resend an email, will my tickets be updated?

  • Yes, If you resend an email the tickets will be generated at the time the email is being sent.

3. If I delete the note type from the sales order, will the email go out with the right tickets?

  • Yes, the query is looking at sales orders that do not have a note type and sends an email. If you remove the note type from the sales order, another version of an email will get off with another PDF. Typically, you won’t be doing this unless you need to resend it.

4. If I open the eTicket preview on the Email Designer, will I see the latest ticket available?

  • Yes, you will see the latest ticket  available whenever you click on the link

The purpose of this documentation is to help you understand the three (3) types of eTicket emails, and how these emails work so that it will be easier for you to create and set up eTicket emails based on their type for your organization.

Filed Under: Digital Membership Card, Email Designer, Emails, Help Center, Implementation Guide, Implementation Guide

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