How to Setup Email and SMS Notifications to Volunteers

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To set up notifications to send to volunteers scheduled for a service, simply go to Settings in the User Nav and click on the Service settings link.

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From there select the settings that align with the notifications you want to have sent out. A brief description of what each setting does is included below.

  • Automatically email volunteers when ‘scheduled’ onto a service
  • Automatically email volunteers when ‘unscheduled’ onto a service
  • Automatically SMS volunteers when “scheduled” onto a service
  • Follow up unconfirmed volunteers
  • Volunteer schedule reminder

These notifications can be edited under Settings > Built-in Contact Templates.

Automatically email volunteers when ‘scheduled’ onto a service

When this setting is enabled, an automatic email notification is sent to a volunteer when they are rostered onto a published service. To edit this notification, edit the Automatically Notify Volunteer That They Have Been Scheduled template.

Automatically email volunteers when ‘unscheduled’ onto a service

When this setting is enabled, an automatic email notification is sent to a volunteer when they have been removed from a published service’s roster. To edit this notification, edit the Automatically Notify Volunteer That They Have Been Unscheduled template.

Automatically SMS volunteers when “scheduled” onto a service

When this setting is enabled, an automatic SMS notification is sent to a volunteer when they are rostered onto a published service. To edit this notification, edit the Automatically Notify Volunteer That They Have Been Scheduled template.

Follow up unconfirmed volunteers

When this setting is enabled, an email notification is sent, after a set period of time, who have been previously notified of a roster position, but who have not yet confirmed their position. If the volunteer has confirmed or declined the position, this notification will not be sent. To edit this notification, edit the Follow Up Unconfirmed Volunteers template.

Volunteer schedule reminder

When this setting is enabled, an automatic email reminder of an upcoming roster position is sent, a set period of time before the upcoming service. To edit this notification, edit the Volunteer Schedule Reminder template.

Last Updated: 6th May, 2016

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