Development

How to edit membership portal content

May 23, 2022 By Hezel Dalimoos

Edit your membership portal content to align it with your organization’s design and style. Follow the steps provided below to know how to modify each page of your portal and add touches based on your organization’s preference.

Steps to edit membership portal content

1: Go to your Social Good Software account.

2: Click on Development.

3: Proceed to the Membership Portal.

4: Go to Settings then click the Membership Portal link to preview its content.

5: You can edit the membership portal content by going to the Designer tab.

6: Click the pencil sign to start adding an image and edit the content. When adding an image, click the delete icon and then upload the picture. Make sure that it has the exact image size required by the portal to avoid being cropped. You can also add an Alt tag for it.

7: Preview to check the changes you made, then click Save if you are happy with the output.

8: You can edit the following pages the same as the above example:

Login
Verify email
Register
Opt-in
Account lookup
Phone lookup
Membership lookup
Help
Email’s found

9: As for the following, you need to log in to your account before you can make changes to these pages:

Overview
Orders
Refunds
Membership
Account
Questions and Answers

10: To edit the above pages, log in to your SGS account then go back to Designer and refresh. Below is the Overview page that you can modify, click on the pencil sign and change the labels as you want. Save the changes you made if you’re content with the output.

11: You can proceed to other pages and make necessary changes by going to the Preview Page. You can also check what these pages and sections look like on desktops, tablets, and phones.

You can edit your membership portal but some pages require you to log in to your account while other needs you to log out.

Please reach out to us through our support channel if you have more questions.

How to assign a membership level to a membership card

May 13, 2022 By Rick Hernandez

Introduction

Learn to assign a membership level to a membership card to accurately link different membership card designs to one email. Make sure that you have the Program name and Level matched and spelled the same in Altru. This will make sure that every time this specific program name and level are referenced, this specific membership card design will show up.

Steps on how to assign a membership level to a membership card

1: Go to your Social Good Software account and log in.

2: Proceed to Development.

How to assign a membership level to a membership card

3: Click the Membership Card Designer. Select the membership card design that you want to link to the program and level you prepared.

4: Proceed to Settings located on the upper right side of the window.

5: Below the section “Add a membership program and level” you put on the Program name and membership level the same as Altru to make it work. Save by clicking the plus (+) sign.

Program Name: Access Membership
Level: Starter/Inicial

Summary

Link a program name and level to a specific membership card design. This will make sure that every time an email is sent out containing that program name and level, the membership card design link to it will show up.

You don’t have to waste time creating separate emails for different digital membership card designs. You only need to create one and link all membership card designs to it. With this, you save time and effort when manually doing it.

Please reach out to us through our support channel if you have more questions.

Membership Portal Merging Options

April 23, 2022 By Rick Hernandez

How to batch process email removals from Altru

April 19, 2022 By Hezel Dalimoos

Sending the same email multiple times to a household because of a shared email address among the members of the family who signed up to your organization may be one of the problems you are currently facing. Worry no more! we have a solution to that. if you want to have a clean list of individuals without shared email addresses, you can refer to the article “Detaching emails from constituent records process” to learn how to do email detaching, or you can go to your entire list and detach email addresses from constituents and assign primary email addresses. To learn how the latter works then keep on reading.

Email removals through the batch process

1: Go to your Social Good Software account and proceed to Development.

2: Click on Data Imports.

3: Proceed to Create Data Import button.

4: A dialog box will pop out where you need to name your import activity. Click Next.

4: Select the means you want your data to be imported. In this example, we will go to File upload. Click Next.

5: Select the action you want to happen. Once done, click Next.

6: You also have the option to receive a notification when the process end. Click next.

7: You are now ready to import your data, just click the CREATE DATA IMPORT button.

8: Click on the file you just made.

9: You can now upload your file but before you do, make sure that the email addresses and System Record ID of the constituents where you want to remove the shared email addresses are in place. Other information is not necessary.

10: If your file is ready then click UPLOAD.

11: You can proceed to Preview to check the information you just uploaded. You also need to go to Settings and do some adjustments. Once done, click on Save Settings.

Email address: Email
System record id: System record ID

12: Proceed to the Activity and click the Batch Import button.

**Note:** Once the batch process starts, it cannot be stopped so make sure that your list is final. It also takes a while for this process to complete depending on the data it processes.

13: If you are done with the batch process of email removals then you will have the following result:

Batch Email:

If you have more questions please reach out to us through our support channel.

Membership Portal Query

March 29, 2022 By Anya Elgueta

Use this query to pull in all your members into the Membership Portal.
Note: if the query is pulling in more than 15,000 rows, you will need to shrink the query size by the date created.

Merging Records for Digital Membership Cards

February 9, 2022 By Rick Hernandez

Duplicate data cannot be avoided but it is also necessary to maintain a clean list for your marketing campaign. A clean record can only be achieved if you remove, update and do merging of records.

Altru looks up to constituents based on the primary information like first name, last name, and email address. If there are multiple records in the system, it will be hard to identify which data to display on the Membership Card. In this article, we will show you how to deal with duplicate records and the process of merging of data.

Duplicate Records

Assuming that you have two records with different first names which resulted in duplicate data. When you have these duplicates and you need to email this member for the first time then you have to pick one of the two records without deduping your data.

***Note:*** *This is for illustration only. Typically the ID contains 16 digits but in this case, we will use A-1 for the first record and B-2 for the second record.*

In this example, we will pick the record A-1 and send an email that contains a link called A-1. If the member clicks on the email, she will get the membership card referencing the record A-1.

Merging of Data

if you decided to keep Kimberly Thompson and merge the two records then get rid of all the duplicates.
In this example, Kim will be added as an alias under record B-2. No need to bring over Thompson because it already existed. In the case of the System ID – they can only have one.
This scenario shows that if you merge over record A-1 into record B-2, record A-1 will be deleted. The record ID that you are merging into will also be kept, which is the system ID of B-2. If this data was already merged and the member clicks again the link referencing record A-1 then she will get an error 404 because A-1 doesn’t exist anymore.
Once the merge of records happened, the Membership Record in Altru which was originally attached to record A-1 was now attached to record B-2.
Kimberly must manually tag to let her know that there are changes made with her record in the Altru system.
Once Kimberly was manually tagged, the query will pick it up and take it over to the email which now contains the link for record B-2. When Kimberly clicks on the link, she will receive a Membership Card referencing record B-2.
Take note that it is necessary to manually tag the member to re-communicate.

How to assign a role for membership cards in Altru

January 27, 2022 By Rick Hernandez

Introduction

To generate digital membership cards, you need to assign the development data entry role for membership cards to an account that you linked up with Social Good Software. Take note that any account does not apply to this role but only the account that can talk to Altru.

Steps on how to assign a role for membership cards:

1: Log in to your Social Good Software account. Proceed to Settings then click on Altru which is on the upper right side of the window. Note that the email account under Altru Username is the right account that you can assign for the role.

2: Now that you have the right account, head over to Altru and click on Administration. Proceed to Application users, and find the specific email account linked to Social Good Software.

3: For illustration, we will use the account rick@socialgoodsoftware. To assign the development data entry role for membership cards in Altru, we have to first search for this account and click on Edit.

4: A Dialog box will pop out where you can find and check the development data entry role. Once done, click Save.

Summary

With that, the account linked to Social Good Software which can be found under Altru Credentials of your SGS account can now take the role as Development Data Entry and so can generate digital membership cards.

If you have more questions and clarifications please reach out to us through our support channel.

How members’ names work on the digital membership card

January 6, 2022 By Rick Hernandez

In this article you will be able to learn how members’ names work on a digital membership card. It will also guide you on how to enable this function which is important especially if there are more than one members in a membership.

How members’ names work on a digital membership card:

1: Log in to your Social Good Software account.

2: Proceed to Apps then click on Development

3: Go to Membership Card Designer.

4: You can now modify your existing Digital Membership Card. Scroll down to the bottom and find the Members Names in which if enabled will put together the names of members on the membership.

5: You can also drag the Members Name up to make it appear in the first row. If Members Names were enabled together with other two (2) options, you will not be able to enable other functions. It is because the Members Names takes up the full row of the membership card.

Note: Level Name and Amount was enabled together with the Members Names for illustration only. Feel free to change it to your preference.

Note: if the Members Names was enabled and there are more than two members in a membership the first two members will be shown in the membership card but the additional members will not be displayed.

6: Click Save Design if you’re done with the editing.

7: Click on the drop down menu. Select Web Back to go to the back side of the Digital Membership Card.

8: You can enable the same three (3) functions that was enabled in the front side of the Membership Card plus the Barcode. With this, you will not be able to enable additional options. It is because of the same reason that Members Names take up the full row like in the front side.

You must not forget to click on Save Design once you’re done with the editing. If you have more questions please reach out to us through our support channel.

How to get the SSL Certificate from GoDaddy

September 27, 2021 By Rick Hernandez

Introduction

An important document to obtain for safety and security on the Internet nowadays is a SSL certificate. This certifies ownership of the website, keeps user data secure, and prevents hackers from creating a fake version of the website. Obtaining this certificate is crucial for your website, especially since creating subdomains requires one to carry over throughout the domain name. Here, we explore how to obtain a certificate through GoDaddy.

Requirements to Get a SSL Certificate

overview Download

To use a self–signed SSL/TLS certificate, you must provide the certificate and its private key. To use a certificate signed by a certificate authority (CA), you must also include the certificate chain. Your certificate must satisfy the following criteria:

1024-bit RSA (RSA_1024)
2048-bit RSA (RSA_2048)
3072-bit RSA (RSA_3072)
4096-bit RSA (RSA_4096)
Elliptic Prime Curve 256 bit (EC_prime256v1)
Elliptic Prime Curve 384 bit (EC_secp384r1)
Elliptic Prime Curve 521 bit (EC_secp521r1)

The certificate must be an SSL/TLS X.509 version 3 certificate. It must contain a public key, the fully qualified domain name (FQDN), and information about the issuer. The certificate can be self-signed by your private key or by the private key of an issuing CA. If your certificate is signed by a CA, you must include the certificate chain when you import your certificate.

Using GoDaddy to Get a SSL Certificate

For the sake of this tutorial, we are using GoDaddy to purchase a SSL certificate. You may use another provider if you do not wish to use GoDaddy.

Assuming you already created an account and purchased a certificate, go to account.godaddy.com/products, and click on Manage. This will show you all details for your SSL certificate for your subdomain. Next to this, you will see a box that says “Download Certificate.” Select “Apache” as the server type, and download the ZIP file.

Get SSL Certificate: ZIP file contents — Zip file contains the three certificates; you will need to provide the appropriate key

IMPORTANT! Upon purchasing your SSL certificate, it will give you a private key. Please keep this safe and backed up, as you will need this for uploading the new certificate to your subdomain. This key will not download in the ZIP file.

Summary

Obtaining a SSL Certificate will ensure your guests that you own this website and you are committed to keep their data safe and secure as they do business with you. Your reputation as a business proves itself when you keep security your number one priority on the Internet. If you have other questions about Internet safety and security, please contact us.

How to add a subdomain to your portal

September 23, 2021 By Rick Hernandez

Introduction

A neat and well-maintained domain for your website brings tremendous professionalism to your organization in the Internet era. When you have separate sections in your domain, like members, clubs, support, and others, it is recommended to create a separate subdomain to easily navigate to that section. It is easier to navigate to members.domain.### than domain.###/sections/members. In this tutorial, regardless of what DNS provider you have, follow along to create a subdomain. (In our tutorial, we will be using Cloudflare.)

Add a subdomain

This tutorial will use Cloudflare, but if you use a different DNS provider, the process will be the same or near identical, with the exception being your setup of SSL or TLS protocols (certificates for security over networks).

1. Create a new CName record.

Inside of Cloudflare, go into “DNS” and add a new record. Inside fo the interface, there are options to change the type of record. Change this to “CNAME.” From here, name your subdomain.

2. Grab the target address.

Go into Social Good Software. For this example, since we are making a subdomain for memberships, we went into Development -> Membership Portal -> Settings to find the target link. Copy the link from after the “https://“ to the end. It should look something like this:

00000000-a000-000a-aaaa-000a000a.socialgoodsoftware.com

Add a subdomain: membership portal target address — The beginning of the link should be unique to your organization

Paste this link into the DNS page under the Target box.

3. Configure SSL/TLS Settings.

Configure these settings to generate secure certificates for your website, enabling SGS to work properly with your website. If you have issues with this, since this is unique to each organization, you may need to configure this by contacting support with your DNS provider.

To view how to receive a SSL certificate from GoDaddy, click here or click on the link below.

https://socialgoodsoftware.com/how-to-get-the-ssl-certificate-from-godaddy

4. Configure SEO in SGS

Go back to the Social Good Software app, and go into Development -> Settings -> SEO. Under the Domain Alias on the top right of the screen, type in your subdomain name. In this case, we use “members.codewithintent.com” since we are making a members subdomain. Save settings before closing out of SGS.

Add a subdomain: SEO configuration in SGS App — Add your subdomain to the address in this box

Depending on your DNS provider, finishing your SEO configuration will either instantly make your subdomain live, or it may take longer—a few days maximum—to get everything situated and live.

Summary

Creating a subdomain in your DNS and linking it to SGS helps maintain a professional Internet presence. It gives your users a simple, clean experience working with your organization. Familiarize yourself with your DNS provider, and you can get subdomains up in no time. If you have any other questions, please feel free to contact us anytime.