Emailing Organisations about applications - advice please [Resolved]

Hi, this is something thats being talked about on another thread at the moment. We're in the process of implementing it presently and hope to have an update in the next couple of working days.

Ha ha!!  Just browsing the forum and found this thread.  I mentioned this same issue in a different thread earlier today.

Pavez - is there any progress on this?

Richard

Hi Richard - I'm catching up later this week with the team and will feedback once I know where we got to on this.

Hi,

This enhancement is in progress and expected to be released next week. 

Thanks

Hi everyone,

This feature has been added now in Actions -> Send Info button in 'My Do-It Application' page. 

'Send Info' action can be used for the following three actions,

1. Send an email with opportunity details to the Volunteer and record this action as an activity.
2. Send an email with Volunteer & opportunity details to the Organisation and record this action as an activity.
3. Create "Send info" activity with addtional details and attachments. For Eg:- if a volunteer walks-in and you give them the details of an opportunity and record this activity.

Please refer the user guide on Send Info to get detailed information on this new feature.

updated link :- https://v-base.org/users-guide/applications/processing-applications/step-3

Thanks

Hi Gopi

This looks really useful.  I am sure I speak for others when I say thank you for picking up our big concerns and addressing them.  As I understand it (and I have yet to talk to our volunteering coordinator about this) it looks like this will perform the Referral tasks that we have been talking about so much.

I have just a couple of observations, that I hope others can jump in and comment on....

1. When you have used the function once, it becomes unavailable in the Actions drop down on the My Applications screen.  I don't see that this is necessary and should be able to be used more than once.  In particular, if a user send details (say) to a volunteer and skips the other options (for whatever reason) they could not go back in and send to the Organisation.
2. Secondly, I notice that the same initial screen comes up if you select Follow Up - together with the Skip this step button.  I assumed when I saw this that you would be able to use the followup function to send an email to the Organisation as well.  This would be good I think.  But if you click Skip it just returns to the My Applications page.  Can the new functionality be extended to Follow up as well - I think users would like that.

Regards

Richard

This is really useful but I have a few observations and questions?

1.  Is there a way of changing the template email so that it applies to all and what it looks like?  I can't seem to test the function unless I put in a dummy do-it application via do-it?  I actually don't understand where the volunteer details are when you're sending them or t  We currently use a template when sending volunteer information to organisations (copying and pastng the individuals details currently) and then making sure the plain text box also has the same information for  those folks whose email only reads plain text. I've looked at the instructions and that really doesn't explain if the details you send are as an attachment?

2.  Like Richard above I'm concerned that we can only use this once per Do-It application and that it only applies to do-it applications.  I understand that in step 3 we care record activity of sending info to organisations and volunteers for those that walk in but that doesn't generate an email does it? It would be helpful if we had the same system for ALL volunteers not just those applying through do-it?

I may be missing something here so apologies if i'm reading this wrong.

Thanks

Claire

Hi Gopi, 

I see you have closed down the last thread but I am not sure that you have completely understood what I was after. I was hoping that there would be some way for us to easily and simply, send across the information of a volunteer, e.g. the volunteer's basic (gender/date of birth) and additional details/information (e.g. bio, past experience etc) at a click of a button.

At the moment, we have to copy and paste this information from within the volunteer's area - see attached), which is tiresome as a lot of the areas are redundant (e.g. their email and postal greeting). It was also be great to have this information formulated into a presentable and easy to read format for the benefit of the organisations we are helping.

Would this be possible?

Thanks.

Just coming back to this as I want to start sending more emails directly from VBC rather than having to copy and paste using Outlook as we do at the moment. This doesn't seem to be working as Gopi suggested above, and like some of the others above I'd really like to be able to send volunteer info to the org using this but it doesn't seem to work. Also the user-guide for this is not there, or at least the links above don't work. Any progress on this please? 

Hi Jen,

User guide link has been updated now. Please refer https://v-base.org/users-guide/applications/processing-applications/step-3.

You can control the content of the email too now. Please refer https://v-base.org/users-guide/system-administration/send-info-email-con... for email content setting user guide.

 

Thanks

Hi Jen,

There was an issue on saving 'Opportunity Email - Content Settings' , while all of the boxes are  unticked. This issue has been fixed now. Please check...

Thanks

Brilliant, thanks!