Queries, appeals, and email events in Altru

Add a query

This is where you set up your “list” to import into WordFly.

1. In Altru, go to Analysis > Information Library

2. Click Add an ad-hoc query
   

3. In the Select a Source View window, click Constituents

4. In the “Include records where” section, add the criteria needed to pull the desired list of constituents for your WordFly email campaign

5. In the “Results fields to display” section, add the fields you would like to include in your WordFly email campaign
   

   The Constituent record and Email address fields are required in the “Results fields to display” section

   
   In the “Browse for fields in” column, click Constituents
   In the “Select Email Addresses fields” column, click Constituent record
   Add to “Results fields to display” section
   
   In the “Browse for fields in” column, click Email Addresses
   In the “Select Email Addresses fields” column, click Email address
   Add to “Results fields to display” section
   

6. In the “Set save options” tab, assign it to the query category created for WordFly.

   The Category on the Set Save Options tab must match the variable specified in the Ad-hoc query name that is listed for the account on the Altru Integration page in WordFly. (WordFly List Query)
   
   The Permissions must allow all users to run this query.

Add an appeal

With appeals, you can tie your WordFly campaigns to a specific time period or goal. You need to select an appeal in order for email events to be sent back to the constituent record in Altru.

1. In Altru, go to Marketing and Communication > Add an appeal

2. Save the appeal

Search for a constituent to view email events

1. Click Constituents for all constituents options –or– click Constituent Search

2. Search for a constituent

3. Click on the name to access the record

4. Click on the Communications tab. This will display all recent and upcoming communications.

Events can take time to update. On average, they will appear in less than 30 minutes.