Queries, appeals, and email events in Altru

When you send an Altru-integrated campaign in WordFly, you will need to select a query and an appeal. The query contains the “list” of constituents who will receive your email. The appeal ties your campaign to a specific time period or goal. The appeal is required in order for email events to be sent back to the constituent record in Altru.

Add a query in Altru

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, choose Constituent from the Record Type dropdown
4. Click Constituents, then OK. This will take you to the view where you can build your query.

5. INCLUDE RECORDS WHERE...
   The “Include records where” section tells WordFly which constituents to import for the campaign. Since it is an email campaign, you’ll want to make sure the constituents have an email address and that they have not opted out of email. 

   At a minimum, you must include this field in the “Include records where” section
   • Email Addresses\Do not email is equal to No

   In the “Browse for fields in” column (left), click Email Addresses
   In the “Select Email Addresses fields” column (middle), click Do not email
   In “Include records where” section (top right), click top arrow to add it to section
   Select No from the dropdown, then OK
   
   You may want to add more fields here to only pull in constituents who live in Washington or who have a Gmail.com address, for example.
   
   

6. RESULTS FIELDS TO DISPLAY...
   The “Results fields to display” section provides the data that WordFly needs to send your email campaign.
   

   You must include these fields in the “Results fields to display” section
   • Constituent record
   • Email address

   In the “Browse for fields in” column (left), click Constituents
   In the “Select Email Addresses fields” column (middle), click Constituent record (You may need to scroll down.)
   In “Results fields to display” section (bottom right), click top arrow to add it to section 
   
   In the “Browse for fields in” column (left), click Email Addresses
   In the “Select Email Addresses fields” column (middle), click Email address
   In “Results fields to display” section (bottom right), click top arrow to add it to section 
   
   You may want to add more fields here if you want to personalize your email with a First Name, for example.
   
   

7. Now, click the “Set save options” tab to tell Altru that this query should display when using 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.