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Configuration and Settings

Membership Portal Merging Options

April 23, 2022 By Rick Hernandez

Filed Under: Configuration and Settings, Development, Help Center

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.

batch process email removal

2: Click on Data Imports.

batch process email removal

3: Proceed to Create Data Import button.

batch process email removal

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

batch process email removal

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

batch process email removal

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

batch process email removal

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

batch process email removal

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

batch process email removal

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.

batch process email removal
Note: The System record ID that you need is the one for the account where you want to remove the shared email address. It can be found using the Deduper tool or through Altru. As for the email address, you have to put the one that you want to remove from the constituent record.

10: If your file is ready then click UPLOAD.

batch process email removal

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

batch process email removal

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.

Filed Under: Configuration and Settings, Development, Help Center

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