To save time and increase volunteer engagement, create email automations in Bloomerang Volunteer. 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?
Before You Begin
Before you create automations, you can set up one or more email templates. You can also set up templates while you create an automation. Edit a default template or create a new template in the organization or opportunity.
View and manage your email templates in the Template Library.
Go to the Automations Page
If you are in more than one organization, make sure you are in the right one.
Then, complete the following:
For organization-wide automations, click Communications from the side menu, and then click Automations.
For opportunity-specific automations:
Click Opportunities.
Select an opportunity, or use the search box to find an opportunity.
In the opportunity menu, click Communications, and then click Automations.
From the automations page, follow the next steps to:
Create Email Automations
Manage Automations
Copy Automations
View the Sent History
Create Email Automations
Create email automations from the organization or opportunity settings.
Tip: To save time, copy automations from your organization or another opportunity. You must be in the opportunity settings to copy automations. You can edit automations that you copy.
To create a new email automation:
On the Automations page, click Create New Automation.
Tip: If you’re in an opportunity, you can also select Copy Automation From Another Opportunity or Copy Organization Opportunity.Click Add Automation.
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.
Recognition of Achievement — Recognize users as soon as they reach certain milestones based on the amount of hours worked, tenure, or annual work anniversary.
Re-Engagement — Encourage users that haven’t interacted with your organization in a while to reconnect based upon how long it has been since their last login or contribution, or based on their inactive contribution status.
To select an existing template for this email:
Click Select a Template.
Click Use Template.
To make a new template within your automation:
Click Create Template.
Enter the template information and click Save as New.
Enter the Template Title.
Enter the Description.
In the Share Settings list, select Public or Private.
Click the Add to Folder drop-down list and select a folder.
To save the template to the automation, click Save & Add to Automation. If you click Save instead, you can continue to edit the template without adding the template to the automation.
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.
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
Recognition of Achievement — Choose which milestone to recognize, number of hours required to achieve the milestone, and timeframe of accumulated hours.
Re-Engagement — Choose which metric to use.
Enter a title for the automation.
Click Create.
If a similar automation exists, a warning message appears. Click OK to continue.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:
On the Automations page, hover over the automation and click Details.
To preview the message that users will receive, click Preview Message.
To view a summary of the automation settings, click Details.
To edit an automation, click Edit. You can change the template, recipients, when the email sends, and the automation title.
If you edit the automation, click Save.
To activate or pause automations, on the Automations page, click the toggle switch in the Status column.
Note: In the organization settings, you cannot activate automations that include opportunity information. Activate Pre/Post Shift and Signup Workflow automations in the opportunity settings. If an automation doesn’t appear in an opportunity, you can copy it to the opportunity.
To permanently delete automations, on the Automations page, hover over an automation and click the Delete Automation 
icon.
Note: In the organization settings, you cannot pause or delete automations that include opportunity information. To pause or delete Pre/Post Shift and Signup Workflow automations, go to the opportunity settings.
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:
On the Automations page, click Create New Automation.
Select Copy Automation From Another Opportunity or Copy Organization Automation.
Click Add Automation.
Select the opportunity, automation, or automations you want to copy.
Click Copy.
Edit the automation settings, if needed.
View the Sent History
To understand who received which email and when, you can view delivery data in the sent history. You can also view who didn't receive an email because they unsubscribed or because email delivery failed.
To view the sent history:
If you are in more than one organization, make sure you are in the right one.
Do one of the following:
For organization-wide automations, click Communications from the side menu, and then click Automations.
For opportunity-specific automations:
Click Opportunities.
Select an opportunity, or use the search box to find and select an opportunity.
In the opportunity menu, click Communications, and then click Automations.
On the Automations page, click Email History.
Hover over the email and click Details.
To view the message that users received, click Preview Message. Select a recipient to view the message as that recipient.
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.
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.
To view a list of recipients who didn’t receive the email because of delivery failure or because they unsubscribed, click Bounces.