Create Email Automations

To save time and increase volunteer engagement, create email automations. Email automations send relevant information to volunteers based on specific actions and tags. 

You can create different types of email automations. For descriptions and examples of each, view What are Email Automations?

To understand who received which email and when, you can view delivery data in the sent history.

In this article:

• Before You Begin
• Create Email Automations
• Manage Automations 
• Copy Automations
• View the Sent History

Before You Begin

Before you create automations, set up one or more email templates. Edit a default template or create a new template in the organization or opportunity. 

View and manage your email templates in the Template Library.

Create Email Automations

Create email automations from the organization or opportunity settings. 

To create a new email automation:

1. From your organization or opportunity settings, click Email Communications.
2. Click Manage Automations.
3. Select Create New Automation. If you’re in the opportunity settings, you can also select Copy Automation From Another Opportunity or Copy Organization Opportunity. 
4. Click Add Automation.
5. To select one of these automations, click Get Started: 
   • Pre/Post Shift — Remind users about upcoming shifts or thank them after a completed shift.
   • Signup Workflow — Assure users they signed up or completed a signup step successfully, and tell them what to expect next. 
   • Welcome — Welcome users to the organization or opportunity and tell them what to expect next. 
   • Birthday — Wish users a happy birthday to show your appreciation.
6. To select a template for this email, click Select a Template. 
7. To select the recipients:
   • Click Select Recipient Options.
   • From the first drop-down list, select Send To or Do Not Send To.
   • From the next drop-down list, select Everyone, Users With Any of These Tags, or Users With All of These Tags.
   • If you select to send based on tags, select one or more tag categories or tags.
   • Click Save.
8. For automations except the Welcome automation, select when to send the email:
   • Pre/Post Shift — Select the amount of time before or after the shift ends.
   • Signup Workflow — Select to send after the Last (or Only) Enabled Step or After a Specific Step. If you select the latter option, you must also select a step.
     
     Tip: To send emails for more than one signup step, create separate automations.
   • Birthday — Select a time on the user’s birthday
9. Enter a title for the automation.
10. Click Create.
    If a similar automation exists, a warning message appears. Click OK to continue.
11. To activate the automation, in the Status column, change the toggle to Active. By default, new automations are paused.

Manage Automations

You can preview, edit, activate, pause, or delete an automation. You can also view a summary of the automation settings and delivery information. 

Where you manage automations depends on the type of automation:

• Organization automations — Manage at the organization level. 
• Opportunity automations — Manage at the opportunity level, and also at the organization level in some cases. At the opportunity level, you can manage only opportunity automations created in or copied to that opportunity. If you create opportunity automations at the organization level, you can activate and manage those only at the opportunity level. If you create opportunity automations at the opportunity level, you can activate and manage those at the opportunity or organization level. 

To preview and edit automations:

1. From your organization or opportunity settings, click Email Communications.
2. Click Manage Automations.
3. Hover over the automation and click Details. 
4. To preview the message that users will receive, click Preview Message.
5. To view a summary of the automation settings, click Details.
6. To edit an automation, click Edit. You can change the template, recipients, when the email sends, and the automation title.

To activate automations:

1. From your organization or opportunity settings, click Email Communications.
2. Click Manage Automations.
3. To activate an automation, in the Status column, change the toggle to Active.

To pause or delete automations:

1. From your organization settings, click Email Communications.
2. Click Manage Automations.
3. To pause an automation, in the Status column, change the toggle to Paused.
4. To permanently delete an automation, hover over the automation and click the Delete Automation icon. 

Copy Automations 

To save time, copy automations to an opportunity from the organization or other opportunities. You can edit copied automations.

To copy an email automation to an opportunity:

1. From the opportunity settings, click Email Communications.
2. Click Manage Automations.
3. Select Create New Automation. 
4. Select Copy Automation From Another Opportunity or Copy Organization Opportunity. 
5. Click Add Automation.
6. Edit the automation settings, if needed.

View the Sent History

To view the sent history:

1. From your organization settings, click Email Communications.
2. Click Sent History. 
3. Hover over the email and click Details.
4. To view the message that users received, click Preview Message. Select a recipient to view the message as that recipient.
5. To view delivery information and data, click Details. You can view the total number of messages sent, the delivery total and rate, the bounce total and rate, and content information.
   
6. To view a list of recipients, click Deliveries. To search for a recipient, enter some or all characters in the recipient's name or email address.
   
7. To view a list of recipients who didn’t receive the email because of delivery failure, click Bounces.