Altru

Auto disable emails when queries change in Altru

May 25, 2022 By Rick Hernandez

Prevents you from making mistakes with queries which could end up emailing the same person multiple times
Auto turn off the email for you so you have time to review the changes on the query
Notify you of the change and to which email the change was made
View the history of the changes in the SQL using an excel or CSV file

Summary

We recommend temporarily disabling the email before making changes to the query to not receive alerts and so they won’t get turned off automatically. Once disabled, you can modify and review it before re-enabling it again.

How to add the eTicket link to the default acknowledgment email in Altru

April 26, 2022 By Rick Hernandez

How-to-add-eTicket-email-to-the-default-acknowledgement-email-compressed Download

In this guide, you will be able to learn how to add the eTicket link to the acknowledgment email in Altru. With this, your constituents will be able to download and check it easily as it was already in the transactional email sent to them.

Steps on How to Add eTicket Link to the acknowledgment email

1: Go to your Altru account and proceed to Web.

2: Click on Default acknowledgment email.

how to add the eTicket link to the acknowledgment email

4: A dialog box will pop out that helps change the link into an e-Ticket link inside the email.

5: You can add the link anywhere you are comfortable inside the email. For illustration, we will add this link below the Receipt Grid.

6: Add the merge field by going to Insert and clicking the merge fields.

7: A dialog box will pop out in which you need to click on Summary > eTickets.

8: From the dialog box under e-Ticket, drag the Begin link to the e-Ticket page and drop it at the beginning of Download eTicket. Same with the End link to the eTicket page, but drop it at the end part.

9: Once done, click on Save.

The link to your e-Ticket is now added to your transactional email. If you have more questions or clarifications please reach out to us through our support channel.

How to create reservation note types in Altru

January 27, 2022 By Rick Hernandez

Introduction

Having reservation note types inside the Altru is very helpful when you create your reservation emails with Email Designer. Reservation Email is handy in group sales like field trips, weddings, venue rentals, or any activity that involves sales in groups. When you have Note Types, it will be easier to create a query that helps to exclude or include individuals.

Create your Reservation Note Types Inside of Altru:

1: Go to your Altru account and head over to Administration.

2: Proceed to Code Tables.

3: Select Ticketing on the drop-down menu and click Apply.

4: Proceed to Reservation Note Type and click on Add.

5: A dialog box will pop out wherein you can type in the name. In this case, we can call it a Confirmation Email. Once done, Click OK.

You now have your Reservation Note Type called Confirmation Email. You can also set up another Note Type for your Reminder Email and Post Visit Email by clicking on Add if you are already in the Reservation Note Type Table Entries or follow the same step above.

How to create a membership note type

December 11, 2021 By Rick Hernandez

It is very useful to create a membership Note Type for your queries. You can utilize it for any queries like manual tagging, sending emails for batch orders, and sending emails for advance, daily, and online sales.

Steps to create a membership Note Type

1: Go to your Altru account and click on Administration.

2: Proceed to Code Tables

3: Under Code Tables, click on Filters. On the drop-down menu, select Membership and click on Apply. It will then bring you to the list of Membership categories for the Code Tables.

4: Click on the Membership Note Type.

5: On the Membership Note Type Table Entries, you need to click the Add button.

6: After clicking the Add button, a dialog box will appear where you can write down the kind of Note Type you are creating. Click OK.

7: Well done! You now have your Note Type. Add more by clicking the Add button and doing the same process.

You can also check the guide on how to create a SYNC Operations note type to learn more about creating a note type.

Please reach us through our support channel if you have questions or clarifications. We are always happy to help!

How to create a custom note type with Altru

October 17, 2020 By Rick Hernandez

Introduction

Creating a custom note type gives you lots of benefits concerning your emails. First, it serves as proof that your email was already gone out. Aside from that, it will also help you avoid sending the same email multiple times to the same email address.

You can create a custom note type for post-visit surveys, reminders, and emails for particular transactions. Having that, you can send multiple emails to the same recipients by attaching different note types based on the emails you want to send to customers.

Creating a Custom Note Type with Altru

1: Log in to your Altru account and proceed to Administration.

2: Go to the Code Tables

3: Click on the drop-down menu, select Tickets, and apply.

4: Proceed to Sales Order Note Type

5: Click on Add, and a dialog will appear where you can put in the name of your note type.

6: You can edit or delete your note type by clicking it.

Summary

Note type helps you manage your emails by not letting you send the same email many times to the same recipient. On the other hand, it is also useful when sending different emails to the same email address.

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

You can also check the tutorial on how to create a membership note type and How to create a SYNC Operations note type.

Altru disable acknowledgment emails

June 8, 2020 By Rick Hernandez

How to disable emails globally

June 8, 2020 By Rick Hernandez

Altru does not allow you to disable email confirmation on a webform by webform level. Instead, if you want to disable all acknowledgment emails you will have to disable them globally.

Disable emails globally – Stops all transactional emails from Altru

For the sake of keeping the right verbiage correct “Web Form Level” is defined for your convenience below.

Web Form Level: Donation forms, program forms, combination forms, membership forms, event registration forms, and event package forms.

Disable emails at the web-form level

Unfortunately, Altru does not offer the option to disable emails at a web form level instead it defaults out to the “Default acknowledgment email”. Which sends out to all web forms that don’t have an email configured at the web-form level.

Disable emails globally

This will disable all transactional emails from being sent. This includes all web purchases or any other transactional email sent out through Altru. If you choose this option make sure you have created emails for all your outbound messages using the Email Designer Tool.

To disable all transactional emails login into Altru and click on the “Administration area”.

Go to the “Configuration” section and click on the “Email services” link.

Wait for the page to load it could take 30-60 seconds to complete. In the “Transactional email poll” click on the chevron for the “Default transactional email process” and click on the “Disable” button.

How to disable eTicket Emails

December 2, 2019 By Rick Hernandez

Altru provides you with two options to disable outbound messages for online transactions. Let’s review both options to decide which option is best for you.

Disable emails at the web-form level – (Not supported by Altru)
Disable eTickets email – Stops all eTickets emails from being delivered
Disable emails globally – Stops all transactional emails from Altru

For the sake of keeping the right verbiage correct “Web Form Level” is defined for your convenience below.

Web Form Level: Donation forms, program forms, combination forms, membership forms, event registration forms, and event package forms.

Disable emails at the web-form level

Unfortunately, Altru does not offer the option to disable emails at a web form level instead it defaults out to the “Default acknowledgment email”. Which sends out to all web forms that don’t have an email configured at the web-form level.

Disable eTickets email

To disable eTickets emails from Altru you must change the default delivery method for eTickets. You can change it using the following steps.

Click on the “Tickets” tab on the navigation.

Then head over to the “Configuration” section and click on the “Delivery methods” link.

Under the “Delivery methods” section find the “eTicket” option and click on the chevron then click on the edit option.

Under Tickets select the “Defer for later printing” option and click on the Save button.

That’s all their is to disable the eTicket email from going out to your confirmation emails. Remember this will disable all eTicket deliveries.