Social Good Software

Creating amazing guest experiences through innovative software solutions for the social good community

Development

How to batch process email removals from Altru

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Having a shared email address among the members of a family who signed up for your organization is unavoidable. But this will send the same email multiple times to the same household. To avoid this scenario, detach the email addresses from constituents and assign a primary email address. 

Detaching email addresses was made easier using the batch process of removing emails in Altru. With this method, no need for you to manually remove the email addresses one by one from each of your records, which will take a lot of time, especially if you have thousands of data. 

You can remove email addresses using the batch process by uploading a CSV file or Excel that contains the email address and the System Record ID.

Important: 
Only upload the spreadsheet rows of constituents you want to detach the shared email addresses.

Email removals through the batch process

1: Ready your CSV file or Excel containing rows of email addresses and System Record IDs of the constituents you want to remove the email from to upload.

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

batch process email removal

3: Click on Data Imports.

batch process email removal

4: Proceed to Create Data Import button.

batch process email removal

5: A dialog box will pop out where you can name your import activity. Click Next.

batch process email removal

6: Select how you want to import your data. In this example, we will go to File upload. Click Next.

batch process email removal

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

batch process email removal

8: You can receive an email notification when the process ends. Just add your email address to this dialog. Click next.

batch process email removal

9: Click the CREATE DATA IMPORT button to start importing your data.

batch process email removal

10: Click on the file you just made.

11: 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.

batch process email removal
Note: You need the System record ID for the account where you want to remove the shared email address. You can find it using the Deduper tool or through Altru. As for the email address, put in the one you want to remove from the constituent record.

12: Go to Settings. Click UPLOAD if your file is ready, or drag and drop your file.

batch process email removal

Preview

1: Proceed to the Preview tab and check the information you just uploaded. Go to Settings if you want to perform some adjustments. Once done, click on Save Settings.

Email address: Email
System record id: System record ID

batch process email removal

2: Proceed to the Activity tab and click the Batch Import button.

Note: The batch process cannot stop once it starts, so make sure your list is final. It also takes a while for this process to complete depending on the data it processes.

3: You will have the following results once the batch process of email removals is complete:  

Batch Email:

You can go to the Activity tab to check the progress of your batch process. If you found email addresses that failed to remove, we recommend that you check them inside of Altru so you can figure out the reason/s why it did not work.

If you have questions, please reach out through our support channel. We are always happy to help!

Implementation Guide – Membership Portal

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A complete implementation guide that helps set up your Membership Portal.  

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
  • Configuring the Social Good Software application settings (app.socialgoodsoftware.com)
  • Designing and uploading images in the Social Good Software application (app.socialgoodsoftware.com)
  • Creation of queries in Altru
  • Testing and enabling sending emails
  • Maintenance

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!

Implementation Guide – Digital Membership Cards

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A complete implementation guide that helps set up your Digital Membership Cards.  

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
  • Configuring the Social Good Software application settings (app.socialgoodsoftware.com)
  • Designing and uploading images in the Social Good Software application (app.socialgoodsoftware.com)
  • Creation of queries in Altru
  • Testing and enabling sending emails
  • Maintenance

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!

Membership Card IDs walkthrough

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Social Good Software helps you create Digital Membership Card IDs for your organization that your members can download in PDF form and save to their Apple Wallet and Google Pay. To help you set up your Membership Card ID, we will first identify the feature of your membership card and then discuss some variables to understand when to use them.

Membership Card ID Settings

1: View all options available to set up your Digital Membership Card IDs by logging in to your Social Good Software account. Proceed to Development, then Membership Cards. 

2: Click Add Membership Card to create a new card or select the existing Digital Membership Card that you want to set up.

3: You can now view all the options to set up your membership cards. This guide will focus on Membership ID, Constituent Membership ID, and Custom field.

Custom Field

  • It is only available on iOS and android.
  • The value you enter by typing it in (Great for member benefits).
Membership Card IDs
  • Only works on the back of the digital cards (Not the web version)
Membership Card IDs

Constituent Membership ID

  • It is the Look-up ID for the constituent in Altru.
Membership Card IDs
  • We need to reference this as the membership so the label says “Membership ID” even though it’s the lookup ID.
Membership Card IDs

Membership ID

  • It is the value attached to the membership.

We hope this guide helps you distinguish between the two Membership IDs in your Digital Membership Card and be able to determine when you can use the Custom Field. If you have questions, please reach us through our support channel or email support@socialgoodsoftware.com. We are always happy to help!

How to edit membership portal content

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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 us through our support channel if you have questions. 

How to assign a membership level to a membership card

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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.

How to assign a membership level to a membership card

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

How to assign a membership level to a membership card

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.

Merging Records for Digital Membership Cards

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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

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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.

assign a role for membership cards

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.

assign a role for membership cards

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

assign a role for membership cards

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.