Sending emails

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Composing Emails

To compose an email, begin by going to the Emails page and clicking the "+" button in the upper right corner. This will open the Compose Email pop-up.

All emails must have 4 components:

A. Recipients

By default, the recipients will be all volunteers in your database, but you can choose to limit this to only volunteers who participate in certain opportunities, or even type in the names of specific individuals in your database.

B. Related schedule

Let volunteers know which of your published schedules this email is about.

You can also optionally choose to only send the email to volunteers who are or are not assigned to the related schedule.

C. Subject

Let your volunteers know what the email is about.

D. Body

The body will contain all of the content of your email, including any tokens you wish to include. You can use the formatting bar along the top of the email body window to further stylize the text, including bold, italics, hyperlinks, and font size.

To access the list of tokens to include, click on the token icon to the right of the email body:

To save an email to continue working on later, click the "Save as draft" button in the lower left corner.

Sending Emails

Once you have composed your email, click the "Preview" button to see what the email will look like and who it will go to. Clicking on the name of a volunteer will fill in the tokens with information relevant to that volunteer.

Once you like the way your message looks, click "Send to # volunteers" to send those individuals the email shown in the preview.

Alternately, you can choose "Back" to continue editing the message until you are ready to send it.

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