Sending a referral
To send a referral, when viewing an enquiry simply click Send Referral and select the referral you would like to send:
- Volunteer - an email to the volunteer with the contact details of the organisation
- Organisation - an email to the organisation with the contact details of the volunteer
A new window will be displayed with a pre-prepared e-mail.
An email will then be sent to the selected recipient. The referral will be recorded in the activity history and the status of the enquiry will be updated to Referral.
How can I customise the email?
Volunteer Plus will produce an e-mail for you by default, however this can be customised in the Email Templates section. There are three templates available to customise:
New Referral (Volunteer): The email template for the message when a referral is sent to the volunteer
New Referral (Volunteer): The email template for the message when a referral is sent to the volunteer, when the Who should receive referrals? field for an opportunity is set to a specific contact.
New Referral (Organisation): The email template for the message when a referral is sent to the organisation.