Send volunteer email, use templates, and share videos

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.

How to use

In the established volunteer portal, use Email to compose constituent outreach and My Templates to manage your saved email templates. Choose the intended assignments/recipients and review personalized values before sending. Scheduled Emails has separate list, update, cancellation, and recipient views where enabled.

Use My Videos to create/edit your available volunteer video pages and Resources to find school-provided material. Campaign advocate links can be supplied through the portal for attributable sharing.

Troubleshooting

An email template, a video page, and a scheduled email are separate objects. Confirm the correct active role and the school’s sending permissions. For a missing scheduled message, inspect the scheduled list and recipients rather than sending a second copy immediately.

Which interface to use

Use newer volunteer Outbox and template-version instructions only in the newer interface. Delivery limits, scheduling rules, and available merge tokens require this workflow’s configuration.