❖ Heads up! Only Site Managers can manage automated notifications.
Your site comes preloaded with several notification templates sent when triggered by certain events or actions on your site. This includes when a volunteer reaches a benchmark, when an email bounces, when a volunteer responds to a Need/Opportunity, etc. You can edit these templates and personalize the content as you see fit!
ℹ️ So you know: Some sites have language overrides. This means you may see Need instead of Opportunity, Agency instead of Program, or Prerequisite instead of Qualification.
Reviewing Automated Notifications
Go to Communication > Notifications from your Site Manager panel.
Here you see a table with all of your automated notification templates:
Filtering Automated Notifications
You can filter and sort the list of automated notifications by Category, Recipient, and Status. You can also search Template Names and Descriptions using keywords.
Filter by Category
You can filter or sort the automated notifications by Category:
If you click the arrows beside the Category column, you can change their sort order:
Category Descriptions
Category | Description |
Account Management | Important notifications about volunteer account activity, like:
|
Agency Manager—Activity | Notifications for Agency/Program Managers about important updates to their Needs/Opportunities and activities. |
Agency Manager—Tasks | Notifications for Agency/Program Managers about important tasks, like pending hours awaiting their review. |
Agency Manager—Updates | Notifications for Agency/Program Managers about expiring Needs/Opportunities, registration close dates, and upcoming scheduled Needs/Opportunities. |
Essential | These are notifications for different user types and may include:
|
News and Recommendations | Notifications for volunteers, including:
|
Reminders and Confirmations | These are reminders and confirmation messages about volunteer Opportunities a volunteer has responded to. |
Schedule Updates | Notifications for volunteers that include updates about changes to:
|
Site Manager—Tasks | Notifications for Site Managers about pending items awaiting review, including:
|
Surveys and Thank Yous | Friendly follow-ups for activities a volunteer has participated in, happy birthday emails, and thank yous! |
Filter by Recipient or Status
Want to only see notifications for Site Managers? Under the Recipient column, you can search by typing in the recipient's user role or by using the arrows to change the sort order.
Want to review which automated notifications are active or inactive? Use the dropdown under the Status column to make your selection!
Search by Keyword
You can always search the Template Name or Description columns by keyword to filter them too!
Editing Notifications
To edit a notification:
1. Click on the template name of the one you want to edit from the table.
2. This opens up the Edit Notification page, where you can edit and personalize your automated notifications! Here are some of the fields you can edit to personalize your automated notifications:
Status: This can be set to Active or Inactive.
The notification is sent every time the action or event takes place which triggers it if the status is Active.
To disable an automated notification, change the status from Active to Inactive.
Subject: You can personalize the subject line.
Message: You can also personalize the message; however, we recommend using the available template keys to auto-populate specific details—like the user's name, the title of the Need/Opportunity the notification is for, etc.
Please only click the template key to insert it.
3. Be sure to click Submit when you're done to save your changes! You can always click Reset Template to start over from the default template too!
ℹ️ So you know: You aren't able to edit the time a notification is sent or add new or custom automated notification templates. However, you can send a personalized Email Blast to your volunteers whenever!
Change a Notification's Status
While you can always open a notification and change its status on the Edit Notification page, you can also do this right from the Notifications list!
1. Under the Status column, use the dropdown to select Inactive.
2. Find the notification you want to make active and select Active under the Status column.
Repeat these steps to make an Active notification Inactive.
Updated Notification Templates
We periodically update notification templates. But don't worry! We keep you informed about these and other updates through the enhancements page and informational popups. So how do you know if a notification template has a system update? There's one sure way to tell if a notification template has been updated outside of our posted announcements:
The notification template has a thumbs-up icon under the Update column.
You can review those changes and then accept them to see changes applied and active in your templates. Don't like the changes? Not a problem! You can keep the templates as they are or edit them as necessary.
System-Updated Notifications
To tell if an automated notification has a system update:
1. Go to Communication > Notifications.
2. Select the template you want to review.
If the template is the latest version, the banner is blue and reads Galaxy Digital has not updated this notification template since you last edited this page.
If the template has been updated, then the banner is orange and reads Galaxy Digital recently updated this Notification Template. Click here to preview the new version in your editor.
To accept and apply the changes made to an updated notification template:
1. Click where it says Click here to preview the new version in your editor.
2. Review the updated template and if you want to apply those changes click Submit. The updated template is live and ready for use!
The Volunteer Perspective
You can always "preview" an automated notification template by visiting a user's profile and checking their notifications. For example, if you know a volunteer responded to a Need/Opportunity, you can visit their profile to see the Need Response Thank You notification:
1. Go to Volunteerism > Users. Depending on your site, you may see a list of different menu options here or language overrides too.
2. Select the user.
3. Select Messages from their profile.
4. Review the notification. Here is an example of the New User Welcome Message notification:
