How to resend membership cards
Sometimes called Manual Tagging, this process requires you to manually add a membership note in Altru, which will trigger an email to immediately send a membership card link to the primary member.
Step 1: Open the member’s constituent record in Altru.
Step 2: Access the Membership page.
- Click on the membership name located under the “Memberships” section to open the Membership page.
Step 3: Add a Membership note.
- Scroll to the bottom of the Membership page to “Documentation”.
- Click “Add note”.
- Click the dropdown list for “Type” and select “Digital card - Resend digital card” or the note used in your query.
- Click on “Save”.
To confirm the email has been resent, SGS will attach a note to the Membership documentation. It may take up to 5 minutes for the SGS confirmation note to attach to the membership record.
Step 4: Verify email confirmation note is attached.
- Refresh your browser and open the member’s record in Altru.
- Click on the membership name located under the “Memberships” section.
- Scroll to the bottom of the Membership page to “Documentation”.
- Click the arrow to open the note and view the email.
To resend the email once again, please remove the SGS note attached to the record. Usually the one with the “Resent” word with “t”.