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How do I send out the Shift Selection Link at the Organization Level?

Updated over 3 weeks ago

You can send out the shift selection link from the volunteer list at the organization level.

Note: To allow volunteers to sign up for more shifts through the Shift Selection link, enable the Shift Selection step in the opportunity’s signup workflow settings.

To send out an email that contains a shift selection link, do the following:

  1. At the organization level, click Volunteers.

  2. On the volunteer list, select one or more recipients.

  3. Click Take Action .

  4. Hover over Send, then click Message.

  5. On the Send Message to Selected Volunteers page, place your cursor where you would like to insert the shift selection link.

  6. Click Special Links.

  7. Hover over Invitation Links, then click Shift Selection.

  8. Select one or more opportunities from the list.

  9. Click Insert. Bloomerang CRM inserts a separate shift selection link for each opportunity that you selected.

  10. Customize the rest of the email as needed.

  11. (Optional) Click Preview to see what the email will look like.

  12. (Optional) Click Send Test to send a test email to yourself.

  13. (Optional) Click Save as New to save the email as a new template so that you can reuse it across opportunities or at the organization level.

  14. Click Send Now to send the message.

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