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Altru

How to create an unsubscribed attribute with Altru

November 1, 2021 By Rick Hernandez

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.

unsubscribed attribute with Altru

2: Proceed to ATTRIBUTE CATEGORIES under Data

unsubscribed attribute with Altru

3: Click ADD to create new attribute.

unsubscribed attribute with Altru

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.

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

How to create an attribute for a segment with Altru

November 1, 2021 By Rick Hernandez

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:

  1. Who those individuals are.
  2. What group they belong to; and
  3. 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.

Filed Under: Altru, Data Bridge, Help Center

How to create a SYNC Operations note type

November 1, 2021 By Rick Hernandez

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.

How to create a note type

2: Proceed to CODE TABLES under Data

How to create a note type

3: Click on FILTER then the DROP-DOWN MENU

How to create a note type

4: Select BIOGRAPHICAL and click APPLY

How to create a note type

5: It will show a list of biographical types that can be set-up. Click on CONSTITUENT NOTE TYPE then ADD.

How to create a note type
How to create a note type

6: A dialog box will pop-out. Add a name to the description area for a new note type then click OK.

How to create a note type
How to create a note type

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.

Filed Under: Altru, Data Bridge, Help Center

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