Data sync
How to Review Your Contact List Before You Send
A contact list is only useful if it’s accurate. Old email addresses bounce, duplicate records mean people get the same message twice, and contacts who should have been excluded end up on a send they never wanted. Reviewing your list before it goes into a campaign is one of the simplest ways to protect both
Data Bridge for Altru: Sync Altru Queries to Sheets and Email Tools
Altru holds the data your museum, zoo, or garden runs on: who your members are, who visited, who gave, and when. The trouble starts when that data needs to be somewhere else. The marketing coordinator wants an up-to-date list of lapsed members in Mailchimp. The finance lead wants yesterday’s admissions in a spreadsheet. The education
How to enable the integration
To be sure that your Altru records and contacts from the mail provider like ActiveCampaign, ConstantContact, or Mailchimp are in sync, the widget settings in the Data Bridge app must correctly configure before you enable the integration. This process applies to any type of integration you have. Log in to your Social Good Software account.
How to verify your contacts have been synced
Audit the operations between the two systems to check if the syncing process runs correctly and verify if your contacts have been synced. Review the activity log to confirm if it achieved your desired output. How to verify your contacts have been synced Log in to your Social Good Software account. Proceed to Data Bridge.
How to create a SYNC Operations note type
Introduction Learning how to create a sync operations note type in Altru is beneficial to your organization because it helps record the operations that happened in particular constituent information. It is useful as it gives the history of all the operations done on a particular record. Whenever the organization’s data sync, you will be able
How to clean up a constant contact list
Introduction Having clean data is necessary as you can use these lists for marketing or any promotional activity from your organization. Make sure to clean your records from tools like Constant Contact and Mailchimp before you sync it over to have consistent data within Altru. Learn how to free your Constant Contact list from bad
How to connect Altru with Google Sheets
In this guide: Learn connect Altru with Google Sheets in Altru with a short video walkthrough, then follow the written steps below so your team can repeat the process without hunting through menus. Social Good Software builds tools that sit alongside Blackbaud Altru so guest services, membership, and marketing teams spend less time on workarounds
