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Send Emails from the Schedule or Alerts

Updated over 2 weeks ago

👀 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!

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