Pre-implementation - Digital Membership Cards

Please fill out the form below with as many details as you can provide for the Digital Membership Cards 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)

Membership levels

Digital Membership Card settings

Can a member have more than one membership?

Do you want to send welcome emails to the gift recipients?

Do you want to send welcome emails to the gift givers?

Do you currently have any active memberships setup to auto-renew?

Access and Permissions

Allow the SGS implementation team to access your Altru

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

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

How to create a PAT with a proxy user

How to connect PAT with the application

Target completion date

Additional comments

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