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Introduction
Individual volunteers may be corresponded with by way of their volunteer profile. The following articles describe how to correspond via email, SMS, or phone. Correspondence notes may also be documented against a volunteer profile.
Individual volunteers may be contacted via email by way of a custom message. Email correspondence requires third-party integration with SendGrid.
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SMS
Individual volunteers may be contacted via SMS by way of a custom message. SMS correspondence requires third-party integration with Twilio.
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Call
Individual volunteers may be contacted via phone directly through the application. Phone correspondence requires third-party integration with Twilio.
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https://vimeo.com/428073809/a2113927ec
Add a Note
If volunteer correspondence occurs by a means other than email, SMS, or phone, a note may be added to a volunteer’s correspondence log by way of a free-text or templatized note.
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https://vimeo.com/428073886/296d654b79
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