Notifications & Reminders
Keep volunteers informed about their assignments with messages, automatic reminders, and notifications.
Use these tasks to communicate with the volunteers on a schedule and stay informed yourself:
- Set Up Volunteer Management Notifications — Choose which notifications you receive about volunteers and scheduling.
- Message Scheduled Volunteers — Send a message to the volunteers scheduled to serve.
- Set Up or Edit Automatic Reminders — Set up automatic reminders (up to two per schedule) that go out before each serving time, and change them later.
Set Up Volunteer Notifications
Configure volunteer management notifications for team leaders and schedulers.
- The daily digest option is only available to team leaders and users with the Manage team roster or Manage team schedules permissions.
Team leaders and individuals who manage a team can receive important volunteer management notifications, such as when a volunteer declines an assignment. These notifications are enabled by default, but you can change the notification settings.
- In the top-left corner, click your site name then Realm. Then click
- In the Volunteer Management section, select the settings for your notifications.
- Click Save.
Message Scheduled Volunteers
Message volunteers who are scheduled to serve as an administrator.
Only available to administrators and users who have the Manage Schedules permission.
- In the top-left corner, click your site name then Realm. Then click
- Click the name of the team.
- To view upcoming schedules for the team, click the Schedules tab.
- Click the name of the schedule.
- On the Assignments tab, click
next to a date on the schedule and select Send Message.
- From the To drop-down menu, select the type of volunteers you want to message. You can choose from those who have confirmed the assignment, those who have not confirmed, or all volunteers for that date.
- If you need to remove a volunteer from the message, click
next to the volunteer's name.
- Enter the title and message content.
- In the Reply Options drop-down menu, select who can reply to this message.
- If your team has text messaging enabled, and at least one volunteer has opted in to receiving texts, you can preview the text that volunteers receive. To change the text, click Customize, then enter the message you want to send. You can also remove the link in the text by clearing Include link in text.
- Click Send.
Set Up or Edit Automatic Reminders
Set up automatic reminders for a schedule when you publish it, or change them later. You can have up to two reminders per schedule.
Only available to administrators and users who have the Manage Schedules permission.
- To set up reminders, create your schedule and, when you're ready to publish it, click Publish Schedule. A pop-up window displays with notification and reminder settings.
- In the Reminders section, turn on Enable.
- In the Send drop-down menu, select the number of days before the event to send the reminder.
- To set up a second reminder, click +Add a second reminder, then set the number of days before the event to send it.
- Click Publish.
- To change reminders on a schedule you've already published, edit the schedule:
- In the top-left corner, click your site name then Realm. Then click
- Click the name of the team, then click the Schedules tab.
- Click
next to the name of the schedule, then select Edit.
- At the top of the Assignments tab, click Edit next to Auto reminders are enabled.
- Make your changes, then click Save.
- Click Update Schedule.