How to resend emails from any email template

This process will allow you to resend the emails that for any reason did not send or if there is a need to send the modified email to the previous emails that were sent out initially.

Step 1: Create the note type aligned with the email template needed

Create membership note type

Step 2: Clone the email query

Information Library
Click on “Analysis”.
Click on “Information Library”.
Search for the needed query
Right-click on the name
Click on Copy

Step 3: Modify the query, adding the previously created note type

Sort the query

Click on "Set sort and group options"
Select the following field “Members\Primary member (DESC)”.
Add it to the right column labeled “Set records by”.
Click on “Z to A” to sort by descending order.

warning

When you create your query, use the “Not one of” operator and make sure you select the checkbox for the note type restriction “Only return records that do not match any of the selected values”.

Save the query

Click on the "Preview results".
Verify that the number of rows/records is less than 15k.
Click on the "Set save options".
Name your query with “- SGS” at the end (Example: eTicket confirmation email - SGS).
On the bottom right, click on "Save and close".

Export the query

Click on the "Get OData link".
Copy the OData link to use in the next step.

Step 2: Create the email

[sgs-login]

Follow the steps in the dialog

Enter “Email name”.
Select the “Email type” from the dropdown list.
Set sending frequency to “Immediately”.
Click “Add OData Link” and paste in your query OData URL
After the link is validated, click “Next” and “Next” again.
Select “Recipient email address” from the list.
Select “System record ID” as the grouping key.
Enable the following group fields:
Members\Constituent\System record ID
Members\Constituent\Name
Select “System record ID” as record id to attach a note in Altru.
Select “Note type” from the dropdown list.
Enter “From address”.
Enter “From name”.
Enter “Reply to” email address.
Enter “Subject line”.
Confirm email details and click “Create Email”.

Step 3: Write the email

Based on the email type, you’ll see we’ve pre-formatted a basic email design and provided sample text content based on the purpose of the email. We’ve also added field descriptor titles, field names, and a default grid if applicable.

Design your email

Click on the “Designer” tab at the top right to start working with your email content.

tips_and_updates

If you added different or additional fields to your Altru query output, you can find those field names on the left side of the Designer tab for your email.

Edit template content

Click on the header image block at the top of the email.
Click “Upload image”.
Select the image and click “Open”.
Click the image you uploaded.
Close the dialog.
Click on any “Text” block to edit text.

tips_and_updates

Additional formatting tools are available when you click on a block. The design articles can be found in Designer features.

Add your content

Write your paragraphs one at a time.
Drag and drop the “Text” block into your email to add a new paragraph.

article

All headings must be in a separate “Text” block.

Add photo

Drag and drop the “Image” block.
Double-click the empty image.
Click “Upload image”.
Select the image and click “Open”.
Click the image you uploaded.
Close the dialog.

Save email

Click on the save icon in the bottom right.

Step 4: Settings

Verify your settings

Click on “Settings”.
Verify “Digital membership card” is enabled.
Click on “Grid” gear for settings.
Verify the grid block is set for digital membership cards.
Add a “Membership” tag to the email settings
Click on “Save settings”.

Step 5: Test the email

Lookup membership to test

Find a membership in your Altru query from the “Preview results” tab.
Write down the email address.

Preview email content

Click on the “Preview” tab in your email template.
Enter the email address from your test membership into the “Search”.
Click on that email address to open and view.
Verify the fields correctly mapped to your test membership.
Click on the membership card link(s) if applicable.
Verify membership card details are accurate, if applicable.

Send test email

Click on “Send email”.
Replace email address with your email address.
Click on “Send email”.

Verify you received email

Open your email inbox.
Verify you received the email.
Verify the membership card links work, if applicable.

Verify email was attached to Altru

Search for test membership in Altru by email address.
Click on membership name to open membership details.
Scroll to the “Documentation” section at the bottom.
Verify the note is attached.

Remove the note type

Click on the dropdown to open the note.
Click on “Delete”.
Click on “Yes” for the confirmation dialog.

Step 6: Enable email

Enable email

Open your email in Email Designer.
Click on “Settings”.
Enable the “Start sending emails?” option.
Click on “Save settings”.

You can find step-by-step instructions to create each of these email templates by viewing the Membership emails and Ticket emails sections.

Step 7: Maintenance (If needed)

After this one-time email has been delivered, disable this email and archive using the following steps:

Disable the email

Login to your Social Good Software account.
Click on “Email Designer”.
Select the email.
Click the “Settings” tab.
Disable “Start sending emails?”
Click “Save Settings”.
Click the Archive button on the bottom left.

Additional Email Designer support articles can be found at our Knowledge base.