Skip to main content

Creating a Custom Approve/Reject to Organization Message

Updated over 3 weeks ago

An approve/reject automation sends a message to volunteers when a manager adds them to the organization manually.

To create a custom approve/reject automation:

  1. Create an email automation. Select the Welcome (Manager Action) automation type.

  2. Select an existing welcome template, or create your own template.

  3. Select the recipients of the welcome automation. By default, the automation is set up to send to everyone.

  4. Enter a title for the automation.

  5. Click Create. The automation appears in the Automations table.

  6. In the Status column, activate the automation. Or, pause the automation until you are ready to enable it.

Did this answer your question?