Membership Queries Archives - Social Good Software

We use queries in Altru to gather information from the database so we can create memberships, send emails, and so on. An automated welcome email for first-time membership purchases is a query that is useful to your organization. It will save you time to send emails to new members, deliberate their digital membership card, and send a welcome message for first-time membership purchases.

You do not have to wait until the back-end batching processes are complete. You can assure your members that their membership is well accepted with an automated welcome email. In this tutorial, we will go over creating this automation query so your new members can receive these benefits immediately, and there’s one less thing you need to do every day.

Sample Automated welcome email query

Summary:

This query helps you send emails that welcome new members and create membership cards automatically, providing greater ease of access in using Email Designer. Please contact us through our support channel if you have questions or clarifications about the query or other topics. We are always happy to help!

FAQ Download

To ensure that the implementation process will go smoother with your organization, we compiled a series of frequently asked questions (FAQ) we have received from our clients about Digital Membership Cards to guide you.

Learn more about setting up your Digital Membership Card with these Frequently Ask Questions (FAQ):

FAQ for digital membership cards:

Why do we need to set the transaction date as “on or after yesterday?”

If the transaction date is set as “on or after yesterday”, it will accommodate queries that are purchased late at night, such as those at 11:30 PM. Altru time might differ from your organization, so we need to account for everyone possible.

What do I do with the query if the constituent email is blank?

The query accounts for constituents with a primary email and those whose email is blank. If you have any issues with grabbing the correct constituents, make sure you put the two email records in the “include” box in parentheses. Using “or” instead of “and” will ensure that any one of those records will pop up rather than nothing (since records generally have one or the other, not both).

Why is the Membership Level displayed twice?

Use one of the “Membership Levels” for displaying the level visually in the email, and the second is to enforce the membership level upon clicking on the link. If a constituent has multiple memberships connected to the name, this query will force the displayed membership to be this particular level you are writing the query for.

(Ex. Tom has two active memberships under his name; if the query is for Tier 1 and NOT Tier 2, Tom will click on the link and see his Tier 1 benefits.)

I cannot find a note type that says “Digital Membership Card – Individual Membership.” How can I add this note type?

In Altru, go to Administration > Code Tables > Ticketing (found on “Category” drop menu) > Sales Order Note Type > Add

After clicking on Add, name the new note “Digital Membership Card – Individual Membership” for use in your query. You cannot set the note type field as this without creating the note type as shown.

What were the names and descriptions of the query shown in the video?

Video Query Name: Automated Email – Digital Membership Card – Individual Membership

Video Query Description: Please do not remove this query; it is used to send real-time emails for SGS to welcome new members using digital membership cards.

Where can a membership originate from?

Online sales orders – Webforms through Altru via the web
Daily sales orders
Advance sales orders
Auto recurring charge on credit card
Manual sending of emails for constituent information update
Back office manual entry
Back office batch entry

What do you need to do when a membership originates?

Verify the entered name, email, and level if it is correct.

What emails does the sales order method send?

Online sales orders
- Acknowledgment email – Via Altru
- Digital membership card email – Via Social Good Software

Daily sales orders
- Digital membership card email – Via Social Good Software

Auto recurring charge on credit card
- Your credit card is about to get charged – Via Social Good Software
- Your credit card has been charged – Via Social Good Software

Advance sales orders
- Digital membership card email – Via Social Good Software

Back office manual entry
- Digital membership card email – Via Social Good Software

Back office batch entry
- Digital membership card email – Via Social Good Software

Do I need to email the primary and secondary members separately?

No, we recommend you combine the emails into one

I’ve updated the information on a constituent record and I want to let them know, how do I do it?

You can manually tag them and this will trigger a new email to go out.

What happens when we merge records?

If the System Record ID changes, the link previously received will no longer work but will trigger a new email.

Is there a way to display the total number of members?

With the membership card designer, you can display a number like 10, 15, or 25.

Is there a way to display the number of child members?

You can display the number of children – Fields you can display

If a child has the same email address as his/her parent, will that parent receive multiple emails?

We typically just email the primary member not each member

If there’s an update made to a membership (member name, expiration date, etc.), do the digital membership cards automatically update?

Yes, it will send it out to ios and android automatically

Can we incorporate decals for reciprocal members via the membership card designer?

No, we need to do it at the design level for the image.

Launch email query

Automated welcome email query