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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 yesterday

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

By the end of this article, you will be able to:

  • Access and use the User Filter to email Agency Managers

  • Apply common filters to target specific Agency Manager groups

  • Preview and send an email blast

Messaging Agency Managers with Email Blast

You can use the Email Blast tool to quickly reach your Agency Managers. When you send an email blast, the message is delivered to both their email inbox and their in-app messaging inbox. Below are common filters you can use to target your Agency Manager audience.

Where to Use These Filters

  1. Go to Communication > Email Blast.

  2. Click User Filter.

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

  4. Enter a Campaign Name.

  5. Select your From Address.

  6. Enter a From Name and Subject.

  7. Draft your message using the text editor. You can insert template keys to personalize the email.

  8. When you're ready, click Send Email Blast. To preview how it looks to users, click Send Me a Test before sending.

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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