👀 Save time by sending emails and text messages directly from the schedule or from the birthday and anniversary alerts.
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👉 Sending emails or texts to volunteers on the schedule:
Navigate to the Assign menu >> From Calendar, Scheduled List, or Unscheduled List
Expand the list to see the volunteers assigned
Select the volunteers and choose Send Email or Send Text Message at the bottom
👉 Sending emails or texts from Birthday or Anniversary Alerts:
On your Home Dashboard, select the Birthday or Anniversary Alert button
Select the names you want to email and choose Send Email or Send Text Message
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🤩 Admin Tip: Have Email Templates ready to go for Birthdays or Anniversaries including the “First Name Placeholder” for personalization.
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📖 These help articles provide written instructions for the steps above:
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👋 Click Here to Join a User Group! - They are a great way to learn more tips like this and connect with other administrators like you!