Email - Send

[alert heading=”Read Receipt and Priority:” type=”alert-warning” block=”false” close=”false”]While you can request a “read receipt” and specify the “priority” when you send an email from Volunteer Impact, many web mail clients do not support these features.[/alert]

1. Start to type the volunteer’s name in the Quick Search bar on the right near the top of page.
2. Click on the volunteer from the list that appears.
3. Click on the “Communications” tab
4. Compose the message:
   1. Optional: Select “BCC to Contacts” if you wish to include someone who does not have a profile in Volunteer Impact as a recipient. The profile will be added to the list for future use.
   2. Optional: Select an Email Template to use, if you have created one
   3. Enter the email subject (maximum 200 characters)
   4. Enter the body of the message (text only, although you can use a variety of formatting options including tables and use the File Manager to insert images or links to files)
      • TIP: If you want to include the first or last name of your recipient in the body of your email, go to “Insert” and select either “First name place holder” or “Last name place holder”. Alternatively, you can type in %%1 (first name) or %%2 (last name).
   5. Optional: If you would like to add attachments from your computer or from the Document Library, click the applicable [Browse] button
      • If the attachment you want to use has not yet been added to the Document Library, you can add it from here by clicking the [+ Create New Document] button below the list of existing files.
   6. Optional: Select the “Priority” and/or “Read Receipt”
      • NOTE: These features may not be available on all email providers used by your volunteers, so your recipients may not see a “priority” or a “read receipt”
   7. Optional: Check “CC me” to have a copy of the email sent to the address associated with your profile. A list of the recipients will appear at the bottom of that message. The selection you make will be remembered the next time you return to send a mobile email.
   8. Select the desired Modules associated with this message. Only administrators of the selected modules will be able to see this email in the history. For example: If you select only Volunteer, only administrators of the Volunteer module will be able to see this email. Just getting started. Select Volunteer. For more information on Modules, click here.
5. Click the [Send Email] button

1. Go to: Communicate >> Send Email
2. Search for the desired profile to send your message to (See: Search)
3. Compose the message:
   1. Optional: Select “BCC to Contacts” if you wish to include someone who does not have a profile in Volunteer Impact as a recipient. The profile will be added to the list for future use.
   2. Optional: Select an Email Template to use, if you have created one
   3. Enter the email subject (maximum 200 characters)
   4. Enter the body of the message (text only, although you can use a variety of formatting options including tables and use the File Manager to insert images or links to files)
      • TIP: If you want to include the first or last name of your recipients in the body of your email, go to “Insert” and select either “First name place holder” or “Last name place holder”. Alternatively, you can type in %%1 (first name) or %%2 (last name).
   5. Optional: If you would like to add attachments from your computer or from the Document Library, click the applicable [Browse] button
      • If the attachment you want to use has not yet been added to the Document Library, you can add it from here by clicking the [+ Create New Document] button below the list of existing files.
   6. Optional: Select the “Priority” and/or “Read Receipt”
      • NOTE: These features may not be available on all email providers used by your volunteers, so your recipients may not see a “priority” or a “read receipt”
   7. Optional: Check “CC me” to have a copy of the email sent to the address associated with your profile. A list of the recipients will appear at the bottom of that message. The selection you make will be remembered the next time you return to send a mobile email.
   8. Select the desired Modules associated with this message. Only administrators of the selected modules will be able to see this email in the history. For example: If you select only Volunteer, only administrators of the Volunteer module will be able to see this email. Just getting started. Select Volunteer. For more information on Modules, click here.
4. Click the [Send Email] button. (If the email is going to more than one person, a confirmation dialog will appear asking you to acknowledge that you are sure you want to send the email.)

While composing an email, a draft of the body of the email will be saved locally so that, if you get logged out or something happens, when you go back, you can recall the draft of your email. It can be accessed by going to File >> Restore Last Draft in the Text Editor where you compose the body of your email.

One draft is saved per email editor / interface / user.

To add an email signature that will appear at the bottom of emails you send from Volunteer Impact:

1. Go to: Main >> Edit My Profile
2. Open the “Miscellaneous” section in the “Main” tab of your profile
3. Scroll down to the “Administrator” section
4. Enter the text in the “Email Signature” field. You can also click the [Insert] button in the editor to add images or links to files within your signature.
5. Click the [Save] button

In the body of an email (if you haven’t typed a message yet), you can easily update your email signature. Just go to Edit >> Update Signature (in the Rich Text Editor) and edit your signature information. The email signature associated with your profile is now updated for this and future emails.

This is available on any administrator interface where you would send an email.

Email History

Templates – Add

Templates – View / Edit / Delete

Email Notifications to Administrators

Email Notifications to Volunteers

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