Data sync
How to review the contact list
In this guide: Learn review the contact list 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 and
EV – Data Bridge for Altru
Overview: This video explains Data Bridge for Altru for teams running Blackbaud Altru. Use it to evaluate the workflow, train staff, and decide what to implement next. Social Good Software builds tools that sit alongside Blackbaud Altru so guest services, membership, and marketing teams spend less time on workarounds and more time on mission. This
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
