Make it easier than ever for your volunteers to send emails to their assignments by providing email templates.
Creating email templates for your volunteers is a great way to provide them with suggested language and make their work even more seamless. Following the below steps you'll be able to create an email template and share it with select roles or class years.
Steps to creating an email template
1. Click into "Resources for Volunteers" section in the navigation menu on the left side of the page, and then into “Email Templates”
2. Click “Create new Template”
3. Give the Template a Name, Description and Subject Line.
4. Decide who should see this email template - All Volunteers or a sub-set.
- If "All Volunteers" then check the box that says "Let all volunteers see this email template".
- If you'd like to make the email template visible to a group of your volunteers, use the query builder to define exactly who should see this email template based on role, class year, and affiliation.
5. Enter the Subject and Body content for the email, including any Email Tokens (i.e. merge fields) you wish to use
Note: As a best practice, do not copy/paste Email Tokens from other templates or attempt to manually enter them (e.g., by typing the name of the Token). The system will only recognize Email Tokens that are inserted into the Template by clicking the Email Token buttons.
6. Select the "Template Format". A "Formal Template" will feature your school's logo at the top of the email and feel more institutional. A "Plain Text Template" will not contain a logo and will be appear as an email sent from your typical inbox with white background and black text.
7. If the Template includes a solicitation, check the box to “Default as Gift Conversation” (this ensures that GiveCampus Volunteer Management logs all emails sent using the Template as Gift Conversations). If the Template is meant to serve as a "Thank You", check the box to "Default as a Thank You Note" (this ensures that the VMS logs all emails sent using the Template as a Thank You).
8. Click “Create Email Template”
Hyperlinked Campaign Advocate Merge Tokens
Partners using both GC VM and the Social Fundraising Platform (SFP) can add Advocate Merge Tokens into email templates to automatically credit GC VM volunteers on an SFP campaign page for the clicks, donors and dollars they generate. The volunteer's GC VM email will populate the volunteer's unique advocate link.
For example, clicking “Give Now!” in the example below would direct a constituent to the campaign page and include any gift in count of advocacy for the volunteer.
