Social Good Software

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

Email Designer

Post-visit email template for Altru

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Social Good Software created a Post-visit Email template to serve as your basis for building your Post Visit Email. You can customize it and add additional details to fit your organization’s core values and style.

Watch this mini video which will walk you through the template, or follow this written guide.

1: Before you edit the Post Visit Email Template, make sure to copy it first through this link Post-visit email. Save it to your Google Drive or download and revise it in Microsoft word.

Save to Google Drive

Download to Microsoft Word

2: Edit the highlighted text with the organization’s information. 

  • You have the option to fully customize the title of the email and revise the content if necessary.
Post-visit email template
Post-visit email template
  • For the Footer, you have the alternative to include your organization’s address, phone number, email address, and other details, depending on your preference.

3: You can include an image with a size of 800 x 200 as recommended and upload it within the container.

Post-visit email template

4: Use Merge fields from the Altru query to add value to the email. Make sure that any merge fields you include are added in the query, if not, it will simply be a space.   

Post-visit email template

5: As for the survey section, you need to add your link to your survey form. Use tools like SurveyMonkey or Google Forms if you need to cause we are not responsible for doing the survey.

Post-visit email template

You now have a fully customized Post-visit Email that expresses your gratitude to your members and guests for stopping by. You also have the opportunity to gather feedback for the improvement of the services offered by your organization.

Reminder email template for Altru

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Social Good Software created a Reminder Email template to help you draft your reminder email effectively and with a personal touch. You can fully customize it to help you build a connection with your members and guests but under your organization’s brand and style.

1: Copy and save the template in your google drive. You can also download it in Microsoft word before you do the editing.

Copy and Save in Google Drive

Save and Edit in Microsoft Word

2: The title of the email was already available, but you can still fully customize it.

Reminder email template

3: You also have the option to add an image to your reminder email by uploading it and placing it in this container. The recommended size is 800×200.

Reminder email template

4: You can include additional merge fields depending on your organization’s preference.

  • When you add a merge field into your email, you have to also include the merge field in your query.
  • Below are the merge fields that we added for your reference.
Reminder email template

5: Change the highlighted text with the organization’s information. You can also alter the body of the email to fit your organization’s style.

Reminder email template

6: You can also add the link for your website and include additional links if necessary.

7: Include the order summary using the merge field to enumerate all the needed information.

Reminder email template

8: Finally, you can include additional details in the footer. You can provide information about your organization and help distinguish it from others.

Once done, you will have a reminder email template as if made for a particular guest. With this, you will be ready to have a call with our onboarding specialist. She will help and teach you how to add all this information to the email designer.

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

eTicket email template for Altru

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Have a hard time creating your eTicket Email? We got you!

We’ve created a template solely to give you a starting point. This eTicket Email template is handy when sending the eTicket email out to guests through the Email Designer. You can easily customize it based on your organization’s preference. You also have the option to add images and additional details. 

Watch this short video which will walk you through the different parts of the E-Ticket Email template, or you can follow the steps below:

1: Before you edit the eTicket Email template, copy it first through this link eTicket Email and save it to your Google Drive or download and revise it in Microsoft word.

Save to Google Drive

Download to Microsoft Word

2: Replace the highlighted text with the organization’s information and make necessary revisions.

3: Add an image to the email to make it more personalized. The recommended size is 800×200.

4: Use the merge field to add value to the email by going to your Altru query and exporting it out. Below are the merge fields that we added for your reference. 

Note: You can replace the Merge Field or position it wherever you want in the email.

5: Add the transaction details through the use of merge fields.

After filling up the template with all the necessary details, adding additional information if needed, and having your image ready, it is time to proceed to the onboarding call and discuss how we can move on with your E-Ticket Email.

Automated welcome email

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Queries in Altru are used to gather information from the database. You can utilize it in creating memberships, sending emails, and so on. One query that is useful to your organization is an automated welcome email for first-time membership purchases. It will help you save time on sending welcome messages to new members and generate digital membership cards. With query for automated email, you do not have to wait until the back-end batching processes are complete. It will automatically send welcome emails to your new members.

Below is a query for an automated welcome email. You can use it as a reference to effectively send welcome emails to your new members.

Automated email sample query:

automated welcome email

Summary

This query is very useful for sending emails that welcome new members and create membership cards for them automatically. To you, this provides greater ease of access in using SGS’s Email Designer and Altru.

If you have any other questions about the query or other topics, feel free to contact us!

What is the difference between the three email types?

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Introduction

You’ve entered the phase of setting up emails using the Email Designer, copying and pasting some ODATA links, and setting up the UI Design to make the emails look pretty. After punching in some steps, you’ve come to a crossroads: Email Type. Three buttons appear on this screen, saying “Transactional Email,” “Membership Email,” and “Reservation Email.” Thinking about what you are making emails for, you find that your email may fit nicely into two or all categories, or perhaps you may not understand what you would use “Reservation Email” for… The three email types: what is the difference?

Three Email Types

#1: Transactional Email

Congratulations! Someone buy a ticket for the event next week! Now you need to create the purchased ticket, make it a PDF, attach it to an email, and send it to the constituent… It sounds like a lot of work to put in for every transaction that happens each day. But Socia Good Software made it easier by sending automated transactional emails once your customer made a purchase. Some pointers to remember: First, see to it that you include the constituent record ID, email, and the event date so your guests can remember. Also, SGS made it possible to attach tickets in PDF form, and customers can add them to their Apple Wallet and Google Pay apps.

#2: Membership Email

Do you wish that notifying your members to renew their membership becomes easier? Sends an attractive membership card to your new members? SGS can make it simple for you to send out membership cards automatically, along with any reminders and updates to membership perks, renewals, etc. Make sure to tag your email as a membership email, and you can add your membership card details and other perks to keep your VIP guests informed and excited.

#3: Reservation Email

One handy tool Altru utilizes is the ability to create group sales and facility rentals for your organization. Email that uses for these utilizes more information than the usual Transactional Email: they have multiple price types, itineraries, group types, and more. So what kind of email can you send for Joey’s 8th birthday party at your organization? Are there different price types for Joey and his friends versus his mother and her friends? The reservation email is the best option!

*If you haven’t set up group sales defaults yet, Altru provides a group sales checklist that you can access by going into “Tickets” and selecting “Group sales setup.” You can also set up a reservation calendar to add constituents, set up group types, etc. 

After making a query to search for groups that show up in x amount of time–48 hours, one week, whichever you choose–the setup for this email is similar to other transactional emails. Remember, you may ask a group to check in to an event space rather than giving them eTickets, and you may need to group grid items differently. On the other hand, instead of sending all the group itineraries and whatnot, this email is great to use as a reminder email letting others know that they have a group reservation or they will go to your organization two (2) days from now. 

Summary

Now that you understand what each email entails, you can make a more informed decision on what to use when designing your emails. If you have any further questions, please let us know, and we will do our best to keep you moving forward!

You can also check the Post-visit email template, eTicket email template, and Reminder email template, which serve as your guide. 

Digital membership cards for Altru by Blackbaud

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Introduction

This tutorial will go over setting up digital membership cards for use on the web or a mobile device. Nowadays, museum professionals use Altru by Blackbaud to utilize administrative tools to manage their merchandising, order tickets, handle admissions, and build a membership database. Additionally, Altru makes it easier to manage program support and track key performance metrics for stakeholders, and it offers fundraising and donor management, nonprofit marketing, customer relationship management, and event planning. 

Because Altru is web-based, museum professionals access their information from any device with an internet connection, reducing the paper trail, and data entry automation, giving greater record accuracy and unlocking the true potential of administrative automation. 

The time of paper membership cards has undoubtedly passed: digital membership cards reduce the waiting time for the members and the work of the museum workers. The card is now in peoples’ smartphones, giving convenience to both parties involved.

Our focus is on designing these digital membership cards so they display useful information, delivering a unified and enhanced experience for your members. We will go over three types of cards: the Web version and the Print at Home version, which uses the same design as the Web version; the Apple Wallet version; and the Google Pay version.

Web & Print at Home

Front of card
Digital Membership Cards

A web version of the card is accessible on any device that has internet access; this is useful for people who haven’t set up their phone’s wallet function, with a built-in function to print at home. Requirements are as follows:

Front of the Card

Please note: supported upload formats include PNG and JPG only.

  • Background design of 450 x 250
  • Mind the “rotate card” icon found in the top right corner
  • Complete freedom of design with the exception of the merge field located at the bottom of the card
  • Merge Fields
    • Choose any color for the merge field section, including transparent
    • Contain 1-4 selected fields
    • If the field is empty, the card will display “N/A”
    • If the value is longer than 20 characters, additional characters will be replaced with an ellipsis “…” (ex. “Kimberly Thompson Jo…”)

Back of the Card

Please note: supported upload formats include PNG and JPG only.

  • Background design of 450 x 250
  • Be mindful of the “rotate card” icon found in the top right corner
  • Complete freedom of design with the exception of the merge field located at the bottom of the card
  • Be mindful of the added barcode–adding one is mandatory, and location cannot change
  • Merge Fields
    • Unlike the front, no background color selection for the merge field section
    • Contain 1-4 selected fields
    • If the field is empty, the card will display “N/A”
    • If the value is longer than 20 characters, additional characters will be replaced with an ellipsis “…” (ex. “Kimberly Thompson Jo…”)

Apple Wallet

This membership card format displays the membership card and its features using Apple iOS’s built-in wallet functionality. One of the benefits of Apple’s Wallet design is that it is possible to create custom fields, such as stating specific member benefits for different tiers. Requirements are as follows:

Front of the Card

Please note: supported upload formats include PNG and JPG only.

  • Logo image size of 320 x 100, found on the top left of the card
  • Hero image size of 1125 x 432, found in the center of the card
  • You may freely select the background color
  • You may add as many fields as desired, but keep in mind the size of the card will lengthen to accommodate the space needed
  • If the field is empty, the card will display “N/A”
  • If the value is longer than 20 characters, additional characters will be replaced with an ellipsis “…” (ex. “Kimberly Thompson Jo…”)

Back of the Card

Please note: supported upload formats include PNG and JPG only.

  • The background color is the same as the front of the card
  • You may have any number of fields enabled
  • You have the ability to set up a custom field with customized static values, such as member benefits
  • If the field is empty, the card will display “N/A”
  • If the value is longer than 20 characters, additional characters will be replaced with an ellipsis “…” (ex. “Kimberly Thompson Jo…”)

Google Pay

Digital Membership Cards
Digital Membership Cards

Similar to the Apple Wallet, the Google Pay membership card format provides ease of access by displaying a patron’s membership card on an Android device, and it has the ability to create customized fields. Google Pay’s card differs by making the entire card one-sided; the “back” of the card is actually regarded as the bottom of the card, so the user scrolls down to view the additional information instead of flipping the card over. Requirements are as follows:

Front of the Card

Please note: supported upload formats include PNG and JPG only.

  • Logo image size of 660 x 660, visible at the top center of the card
    • ATTENTION: Incorrect values stated in the video; this is the correct value!
    • Plain white logos will not show up since Google Pay’s default logo background is white; colored logos–or logos that contrast with white–required
  • Hero image size of 1032 x 330, visible in the center of the card
  • Customize background color
  • Barcode required and found on the bottom center of the card’s front
  • Enable as many fields as desired, but keep in mind the size of the card will lengthen to accommodate the space needed
  • If the field is empty, the card will display “N/A”
  • Also, If the value is longer than 20 characters, additional characters will be replaced with an ellipsis “…” (ex. “Kimberly Thompson Jo…”)

Bottom of the Card

Please note: supported upload formats include PNG and JPG only.

  • Unlimited number of fields enabled
  • Ability to set up a custom field with customized static values, useful for features like specific member benefits and perks
  • If the field is empty, the card will display “N/A”
  • If the value is longer than 20 characters, additional characters will be replaced with an ellipsis “…” (ex. “Kimberly Thompson Jo…”)

Summary

Digital Membership cards help speed up the process for those who wish to receive extra benefits as they frequent your business, and we hope to provide you with an expansive set of tools to use so it can be easy and practical to distribute these cards to your members. As always, If you have any questions concerning the video or any other steps in creating these cards, feel free to contact us at any time! To use templates for building your logos, please click on the link below.


Download Card Templates