Email Templates

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.

• 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.

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.   

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.

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.

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.

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.

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.

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.

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.

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!