Attach a volunteer email template to an existing campaign dashboard

For the established (legacy) Volunteer Management portal. These steps differ from the newer Volunteer Management interface. Staff access is determined by their assigned administrator role(s). Administrator roles have fixed capabilities; the configurable volunteer roles described here are separate from staff administrator roles.

In established VMS, open Volunteer Management → Manage Volunteers → Roles → Fundraising Campaign Settings. On each affected role’s existing campaign row, select Email Template and save the dashboard settings, then preview that role’s volunteer dashboard. Relaunching the campaign is unnecessary. The selector offers active all-volunteer templates and eligible role-targeted templates, excluding year-conditioned templates. Publishing a template alone does not attach it to a campaign/role; staff-to-volunteer templates are a separate library.