Pre-implementation - Online Template

Please fill out the form below with as many details as you can provide for the Online Template 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 your customer success manager or send an email to support@socialgoodsoftware.com.

Organization *

Name (Point of contact) *

Email *

Webform settings

From the list below, select the most important goal the webforms need to achieve: *

What type of layout is currently being used for your webforms in Altru? *

You can find this by navigating to Altru > Web > Page Designer > Select Layout > Scroll to the layout that is currently selected

Do you agree using "Header and Footer, responsive" as the standard layout? *

In order for us to work on your webforms we will need to use the layout Header and Footer, Responsive. If you are not currently using that layout do we have your permission to change the layout to Header and Footer, Responsive?

What problem are you trying to solve by using the checkout flows tool?

Please paste the direct link/URL to your tickets/webform below:

Have you provided us with the backup of your current codes (Altru webform)? *

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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