Pre-implementation - Data Bridge

Please fill out the form below with as many details as you can provide for the Data Bridge that you would like us to set up.

If you don't have the materials or don't know how to answer a question, feel free to contact us and send an email to support@socialgoodsoftware.com.

Organization

Name (Point of contact)

Mail provider details

Mail provider

List name

Type in the name of the list exactly as it appears in your email provider you want to sync. The list name can be defined as a category or distinctive description for the list of members or constituents to be synced. This is up to you on how you would like to name it.

Authorization method

How do you want to authorize the SGS Data Bridge app with your mail provider? (You can authorize yourself or create an account for us to have it authorized for you). Authorization is needed to be able to sync data from SGS to your mail provider.

How to authorize Constant Contact for the Data Bridge

How to authorize Mailchimp for the Data Bridge

Data Bridge settings

Please describe what this Data Bridge will be used for and what type of data you need the list to generate.

Do you want to create a new record in Altru if a constituent is not found?

Do you want to add a log (note) in Altru when syncing Data Bridge?

Notes are useful to track changes or updates that have been made during the syncing operations

I understand that if I start to SYNC more contacts into my mail provider, my bill will increase by the number of contacts SYNC between systems

Please review pricing plans with your mail provider as this may vary depending on the number of contacts or items in your list

Access and Permissions

Allow the SGS implementation team to access your Altru

Providing Altru access to implementation@socialgoodsoftware.com will allow us to create the necessary queries and note types for your app.

Please provide Altru access for the following accounts:

team@socialgoodsoftware.com

Roles/permissions we need:

Attribute Categories and Code Tables - allows us to create notes for your queries which is necessary in analytics and sending emails to the right people.
Marketing Manager - allows us to access your Altru account and create the necessary queries on your behalf.
Web Forms Administrator - gives us permission to back up your site.

Guide: How to add an SGS team member to Altru in 3 minutes - Social Good Software

Allow the SGS implementation team to access your SGS app

This will provide our team access to your SGS application and perform configurations to your app.

Please provide SGS app access for the following accounts:

team@socialgoodsoftware.com

Guide: How to add a team member in 2 minutes - Social Good Software

Allow access for SGS to Altru integration

Providing access will allow the SGS app to communicate with Altru after the queries have been set up and your apps have been configured. You may need to create an account for us, or use an existing email address from your organization (example: socialgood@organizationname.org, marketing@museumname.org, support@aquarium.net).

Related guides:

Target completion date

Additional comments

Please enter any additional notes you may have

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