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Adding a New Correspondence Template
To add a new Correspondence Template go to Volunteers > Configure > Correspondence Templates section and click “Add”:
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Fill out the fields and click “Save”:
Type - select whether it is a Email, SMS or PDF template,
Give the template a Name that will appear to users who will be using it,
Description is an optional field that can give your colleagues, who are susceptible to edit Correspondence Templates, an idea about the goal of this template.
If “Requires Appointment” is checked, the users will not be able to use this template to send messages to Volunteers who do not have Appointments on the Volunteers > Calendar.
If “Requires Cohort Assignment” is checked, the users will not be able to user this template to send messages for Volunteers who are not assigned to a Cohort Assignment in Study > Configure > Epoch > Cohort > Cohort Assignments page.
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Impact
The Recruiters will be able to use the Correspondence Templates to communicate with the Volunteers.
This includes the communications from within the Volunteer Profile, as well as the Recruit area:
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