You can send an individual volunteer, or a selected group of volunteers, an email using email templates. This is a quick and consistent way to communicate important updates, reminders, or confirmations.
Send a Template from Search
From the menu, navigate to Volunteers > Search
Type the volunteer’s name or email address, then click Search
Click on the volunteer to view their records
From the records, click the volunteer’s name to open the Admin view of their profile
Navigate to Send an email or text (SMS) directly to this volunteer on the upper-right side of the profile
Choose the template from the dropdown menu
- Click the Send button
Send a Template from Report View
From the menu, navigate to Volunteers > Report
Select an Event/Program or Application from the dropdown
Within the selected Event/Program or Application, locate your volunteer(s)
Check the box to the left of the volunteer(s) name, the action bar will appear
Within the action bar, click Email or Text and choose your template from the dropdown menu
Click Send Email
Notes
- Send an Email or Text to a Group of Volunteers using the Broadcast Communication Tool
- Volunteers will need to have verified their phone number to receive a text message