Create an Email or Text Message / SMS template

Email and Text message/SMS templates can be used for the following purposes:

• Sending messages to individual volunteers
• Shift Reminders & Cancellation Notices
• Automated email to Unassigned Applicants
• Message template for Broadcast Emails or Text Messages
• Automated Birthday email for Volunteers

---

Create an Email Template

1. From the menu, navigate to Communicate > Email Templates

2. Click the New Template button at the top right of the page
   

3. Provide a Template name: this is how you’ll identify it when using it in your account
   💡 Tips:

   • If the template is for a specific Event, include the year/event name in the template name

   • If the template includes a signature, include their name in the template name
     

4. Select the From (a user), enter a subject, and craft your message
   
   Note: You can make the email be "from" a logged in user with the following toggle. This applies to a logged in user sending an email template to a volunteer by selecting it from the volunteer's profile.
    
5. Create a Subject line
    
6. Craft the message of your Email
   
   Tip: Use smart tags to personalize the message 
   
   
    
7. Set the Sharing/Access

   • View + Use: Other users can view, copy, and use the template to send messages.

   • View Only: Other users can view and copy the template, but cannot use it to send messages.

   • Private: The template is only visible and usable by you.
     
     Note: For messages triggered by an action (such as checking out), choose View + Use if other users need to trigger the message.
      

8. Set the Template owner
   
   Note: An email template has an owner, which defaults to the logged-in user, but can be assigned/updated. Only the owner of a template has editorial control.
    

9. Click Create Template to save
   

---

Create an SMS Template

1. From the menu, navigate to Communicate > Text/SMS Templates

2. Click the New Template button at the top right of the page
   

3. Provide a Template name: this is how you’ll identify it when using it in your account

4. Craft your message (limited to 130 characters).

   • You can route replies to your email inbox if your text requests a response.

   • Check the box to allow other users to access and use your text template.
5. Click Create Template to save