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How to Contact Agency Managers as a Site Manager

How Site Managers can contact their Agency Managers

Brittany Crow avatar
Written by Brittany Crow
Updated this week

Heads up! This article is only intended for Site Managers.

You can use the email blast to message your Agency Managers quickly. When you send an email blast, it goes to their email and in-app messaging inboxes. Here, we've compiled some common filters for you to use when messaging your Agency Managers.

Where to Use These Filters

To reach the User Filter:

  1. Go to Communication > Email Bast.

  2. Click User Filter.

  3. Select your filters and click Submit to apply them.

  4. Give your email blast a Campaign Name.

  5. Select your From Address.

  6. Enter a From Name and Subject.

  7. Draft your message. You can customize your email blast using the text editor and insert template keys to personalize it, too!

  8. Click Send Email Blast when you're ready!

    • Want to see what the message looks like to users? Click Send Me a Test before you click Send Email Blast to preview your message!

Filters for Emailing Agency Managers

Here are some common filters you can use to quickly email your Agency Managers:

Filters

Description

Volunteer > Agency Manager > Is an Agency Manager

Select to message all of your site's Agency Managers at once.

Agency > User Group > has responses by group > [User Group Name]

Select to message Agency Managers whose Agencies have Need responses from a User Group.

Agency > Date New Need Added > after > [date]

Select to message Agency Managers who added Needs before, on, or after a specific date.

Agency > Partner Status > is Partner

Select to message Agency Managers whose agency has or doesn't have partner status.

Agency > Initiatives > has used initiative > [Initiative]

Select to message Agency Managers whose Needs are part of a specific Initiative.

Agency > Causes > has cause > [Cause]

Select to message Agency Managers whose Agencies are associated with a specific Cause.

If you want to message Agency Managers involved in an advanced event, you can from Modules > Advanced Events > select the Event Title > Agencies > Email Agencies.

Not all sites have the Advanced Events Module (AEM) enabled.

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