Saved Replies
If you regularly send the same emails to volunteers and organisations then Saved Replies could be the feature for you.
With Saved Replies you can compose an email once and then send with only a couple of clicks. No more copying and pasting the same email.
Creating your Saved Replies
To begin you will need to create some Saved Replies. Go to Settings > Saved Replies click Add Saved Reply then select if you want to add for Volunteers or Organisations. Your message can then be composed.
In the Title field enter a title so you can easily identify this email when sending and then complete the Subject and Message fields. Both the Subject and Message fields can be personalised for the volunteer or organisation who you are emailing by using the relevant tags.
Volunteer Email Tags
| [first_name] | Insert the first name of the volunteer |
| [last_name] | Insert the last name of the volunteer |
| [user_first_name] | Insert the first name of the user sending the email |
| [user_last_name] | Insert the last name of the user sending the email |
Organisation Email Tags
| [organisation] | Insert the name of the organisation |
| [user_first_name] | Insert the first name of the user sending the email |
| [user_last_name] | Insert the last name of the user sending the email |
Sending an email with a saved reply
To send an email using a saved reply follow the same process as you usually would when emailing to a volunteer or organisation.
First select the volunteer or organisation you wish to email, then click Send Email. At this point you will see dropdown field labelled Select a saved reply - here you can select the email you wish to send. The Subject and Message will then be pre-filled with your saved reply. You can make any changes/add attachments before then sending your email.