Managing Upcoming Anniversaries

About this feature: The automated Anniversaries feature is calculated from the profiles’ Date Joined; found in the Miscellaneous section of all profiles. The Date Joined is the original date the application form was completed and submitted to the organization. 

Anniversary Alert Settings 

1. Go to: Configuration, then click on “Alert Settings” found in the sidebar under Organization Settings 

2. Update the “Anniversary Alerts” section found in “Volunteer Alerts” 
   • Optional: Check the box to include only Accepted/Active people in alerts and lists for upcoming anniversaries 
3. Enter the number of days to look ahead for anniversaries (the default is 7 days) 

4. Click the [Save] button 

View Upcoming Anniversaries 

1. From the Admin Home Page, click on the [Anniversaries] button at the top 
   • The button will be orange with a number at the right to indicate the number of anniversaries. If there are no upcoming anniversaries, the button will be grey. 

Send an Email or Text Message 

1. From the Admin Home Page, click on the [Anniversaries] button at the top 
2. Mouse over the Options icon to the left of a name and select “Send Email”, OR   
3. Check the boxes beside multiple names 
4. Click the [Send Email] or [Send Text Message] button 
5. Complete pop-up dialogue box to complete communication