Using the Connection grid to send emails to volunteers

It's easy to email volunteers individually, or as a group, directly from the occurrence grid.

Any actions you take in the connection grid start by adding a check-box in the row for the connection or connections you wish to take action upon.

Note: If you put a checkbox at the top of the column, it will automatically check ALL the connections in that tab of the grid.  Very useful for date and time specific occurrences -- less useful for individually scheduled and to be scheduled where the same volunteer will be scheduled for different dates.

We Then Click on the Email Volunteers button.

A popup window presents the default text of a reminder email for that occurrence, which will be addressed to each of the selected contacts.

A popup window presents the default text of a reminder email for that occurrence, which will be addressed to each of the selected contacts.

The email contains a number of merge fields to personalize the email with details of this occurrence.

You can edit the message as you wish, adding additional content and/or deleting the default information.

Click SEND to send the email to each of the volunteers.

Confirmation pop-up.

Confirmation pop-up.

Note:  Connections for volunteers who do not have email addresses (some team members, for example), will NOT be sent an email even if you select them.  

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