Social Good Software

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

Help Center

Implementation Guide – Data Bridge Integration with Google Sheets

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A complete implementation guide of Data Bridge integration with Google Sheets.    

All procedures in this document are compatible with the SGS app version V1.3.3.

In summary, this document covers the following:

  • Assigning Roles and Permissions in Altru
  • Creation of queries in Altru
  • Configuring the Social Good Software application (app.socialgoodsoftware.com).

For other concerns and related articles, please visit help.socialgoodsoftware.com or email us at implementation@socialgoodsoftware.com.

Please reach us at support@socialgoodsoftware.com for your questions, clarifications, and other concerns. We are always happy to help!

Implementation Guide – Data Bridge Integration with Active Campaign

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A complete implementation guide of Data Bridge integration with Active Campaign.    

All procedures in this document are compatible with the SGS app version V1.3.3.

In summary, this document covers the following:

  • Assigning Roles and Permissions in Altru
  • Creation of queries in Altru
  • Configuring the Social Good Software application (app.socialgoodsoftware.com).

For other concerns and related articles, please visit help.socialgoodsoftware.com or email us at implementation@socialgoodsoftware.com.

Please reach us at support@socialgoodsoftware.com for your questions, clarifications, and other concerns. We are always happy to help!

Implementation Guide – Digital Membership Cards

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A complete implementation guide that helps set up your Digital Membership Cards.  

All procedures in this document are compatible with the SGS app version V1.3.3.

In summary, this document covers the following:

  • Assigning Roles and Permissions in Altru
  • Configuring the Social Good Software application settings (app.socialgoodsoftware.com)
  • Designing and uploading images in the Social Good Software application (app.socialgoodsoftware.com)
  • Creation of queries in Altru
  • Testing and enabling sending emails
  • Maintenance

For other concerns and related articles, please visit help.socialgoodsoftware.com or email us at implementation@socialgoodsoftware.com.

Please reach us at support@socialgoodsoftware.com for your questions, clarifications, and other concerns. We are always happy to help!

Implementation Guide – Deduper

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Implementation Guide - Deduper

A complete implementation guide that helps set up your Deduper app.  

All procedures in this document are compatible with the SGS app version V1.3.3.

In summary, this document covers the following:

  • Assigning Roles and Permissions in Altru
  • Creation of queries in Altru
  • Configuring the Social Good Software application (app.socialgoodsoftware.com).

For other concerns and related articles, please visit help.socialgoodsoftware.com or email us at implementation@socialgoodsoftware.com.

Please reach us at support@socialgoodsoftware.com for your questions, clarifications, and other concerns. We are always happy to help!

Implementation Guide – Calendar Builder

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Implementation Guide - Calendar Builder

A complete implementation guide that helps set up your Calendar Builder.  

All procedures in this document are compatible with the SGS app version V1.3.3.

In summary, this document covers the following:

  • Assigning Roles and Permissions in Altru
  • Creation of queries in Altru
  • Configuring the Social Good Software application (app.socialgoodsoftware.com).

For other concerns and related articles, please visit help.socialgoodsoftware.com or email us at implementation@socialgoodsoftware.com.

Please reach us at support@socialgoodsoftware.com for your questions, clarifications, and other concerns. We are always happy to help!

Implementation Guide – Barcode Scanner

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Implementation Guide - Barcode Scanner

A complete implementation guide that helps set up your Barcode Scanner.  

All procedures in this document are compatible with the SGS app version V1.3.3.

In summary, this document covers the following:

  • Assigning Roles and Permissions in Altru
  • Creation of queries in Altru
  • Configuring the Social Good Software application (app.socialgoodsoftware.com)

For other concerns and related articles, please visit help.socialgoodsoftware.com or email us at implementation@socialgoodsoftware.com.

Please reach us at support@socialgoodsoftware.com for your questions, clarifications, and other concerns. We are always happy to help!

Membership Card IDs walkthrough

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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).
Membership Card IDs
  • Only works on the back of the digital cards (Not the web version)
Membership Card IDs

Constituent Membership ID

  • It is the Look-up ID for the constituent in Altru.
Membership Card IDs
  • We need to reference this as the membership so the label says “Membership ID” even though it’s the lookup ID.
Membership Card IDs

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!

Why am I receiving an email about preventing duplicates from going out?

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an email about preventing duplicates from going out

You may have received from us an email about preventing duplicates from going out, just like above.

Why did I receive this?

An email about preventing duplicates from going out automatically gets triggered when the system prevents an email from going to the same person multiple times.

How do I resolve this?

 Check your query. Is it pulling data on or after yesterday, or is it set to pull data from a specific date in the past?

Reasons why this happen: 

  1. Altru was down and not sending information
  2. An error occurred while retrieving the email

To resolve this issue: 

  1. We will need to locate emails that have not automatically gone out. 
  2. Check which email template is triggering this notification. You can do it by clicking on the Email Template link directly in the email. It will redirect you to the correct template.
  3. You need to check your preview tab. If you see any emails with a yellow icon, click on that email. 
  4. Check Altru if there is a note type attached to the constituent record the email address is attached.
  5. If not – you can manually resent the email in SGS by clicking the email and then clicking the Send Test Email button.
  1. A dialog will appear with the recipient’s email address and a checkbox to attach the note type in Altru.
an email about preventing duplicates from going out
  1. In most cases, manually sending these emails will remove the issue.

I have tried that and am still receiving an alert. What should I do?

Please email us at support@socialgoodsoftware.com so we can further look into this. 

How to add content to the Email Designer from Word Document

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Email Designer is an easy-to-use tool that helps customize your emails by using its different functions when adding content. It will help you create an email that can align with your organization’s brand and style, which help distinguish your organization from the others. To take full advantage of this application, we prepared an easy-to-follow guide for you:

Reminder: Don’t forget to click the Save button as you continue to work with your email to save your progress.

Guide in Adding Content to the Email Designer

1: Upload images 

  • Before adding an image to your email, see that it is within the standard size the designer supported.
  • Once you have your image ready, grab the image icon from the right side of the Email Designer and place it on the header or anywhere you want it to be in your email.
add content to the Email Designer
  • Double-click the default image and select the image you want to add. 
    • Click upload image twice to add pictures from your computer’s local drive.
    • Double-click the image once uploaded to add it to your email.
add content to the Email Designer

2: Create images for the email design with size restrictions.

  • If you prepared an image with a size bigger than the one required by the email designer, screenshot your favorite part of the image to adjust its size and add it to your email, rather than adding the whole picture that will eventually get cropped.

3: Copy and paste content

  • You cannot copy and paste formatted texts from word documents to Email Designer, so use the following command to paste without formatting:
    • MAC: Command + Shift + V 
    • Windows : Control + Shift + V 

4: Reformat Plain Text

You can reformat plain texts by selecting the word/s that you want to edit, then use the following functions: 

add content to the Email Designer
  • For more functions to edit texts, proceed to the upper right side of the designer and click Style Manager.
  • Style Manager > Dimension
    • Under Dimension, you can adjust the distance of each element in your email.
  • Style Manager > Typography
    • Typography helps you change and adjust the font you use in your email. It also has the option to change your font color, style, alignment, and spacing.
  • Style Manager > Decorations
    • It is to change the background of the texts.

5: Add a button

  • On the upper right side of the designer, open Blocks and click and drag the Button icon to the place you want it to be in your email.
  • Go to Typography under Style Manager to edit the font style and color of the button and Decorations to change the background and border color. 

6: Add bullet points and links.

  • Double-click the text box to make some functions for text formatting appear. You can insert or remove bullets by clicking the bullet function. 
Note: Currently, Email Designer does not support bullets under bullets.
  • To insert a link, you have to highlight the text/s and click the link icon or do the command ctrl+L. A dialog box will pop out where you can add the link under the URL. 

7: Test the email sending

  • Proceed to the Preview tab to check the actual email you just created. You can also send a test email to your email address to see if all are set and ready.
  • To send a test email, go to the Preview tab, then scroll down to the bottom to click the Send Test button.
  • A dialog box will pop out where you can add your email address for the test email.
  • Check your email address for the final output so you can make necessary adjustments to your email.

Your email is now ready to send out. Please reach our support channel if you have questions or clarifications about this topic. We are always happy to help!