Digital Membership Cards

Membership Card IDs walkthrough

October 14, 2022 By Hezel Dalimoos

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).

Only works on the back of the digital cards (Not the web version)

Constituent Membership ID

It is the Look-up ID for the constituent in Altru.

We need to reference this as the membership so the label says “Membership ID” even though it’s the lookup ID.

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 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.

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.