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.
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.
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.
Add your comment