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Communication Preferences: Site Managers

Learn how Site Managers can review user's communication preferences

Brittany Crow avatar
Written by Brittany Crow
Updated yesterday

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

All users can manage their communication preferences, whether they're volunteers or managers. The available preferences in the Data and Communication Settings area are dependent on the user role type (i.e., Site Manager, Advanced Program Manager, volunteer), and the site itself.

In this article, we cover what Communication Preferences are available and how to manage them.

Here are a few things to keep in mind about communication preferences:

  • We don't recommend opting out of email notifications since they include confirmations to Need/Opportunity responses, follow-ups and reminders, and messages about changes to Needs/Opportunities someone has responded to.

  • Advanced Program and Agency Managers in particular should not opt out of emails, since they'll miss email notifications about responses to the Needs they've posted.

The opt-out setting does not apply to the password reset email.

โ„น๏ธ So you know: Some sites have language overrides in place. This means you might see Needs in place of Opportunities, Agencies in place of Programs, or Prerequisites in place of Qualifications.

Communication Preferences

Communication preferences are managed from the profile area for users. Users can edit their own communication preferences at any time by visiting their Edit Profile area. These settings can be edited under the Data and Communication Settings section.

If you're logged into your Site Manager account, you'll need to click View Site first, then navigate to the Edit Profile area to manage your communication preferences.

Once there, they click Manage My Preferences and enable or disable the notifications they wish to receive from a site. They also have the option to Unsubscribe from all Emails and Notifications.

Here are the available preferences that can be enabled or disabled. This list includes all possible preferences for users and managers on a site. Users only see user-specific notifications, e.g., Advanced Program Managers only on Amplify Sites have a Program-related notifications section in their available preferences.

Notification Settings

Descriptions

Account Management

These are important notifications about their volunteer account and activity.

Reminders and Confirmations

These are reminders and confirmations about volunteer Needs/Opportunities the user signed up for.

Email Blasts

Email Blasts are the customized emails Site Managers send out.


โ€‹NOTE: These are not site-generated, automated notifications.

News and Recommendations

These are recommendations for volunteer Needs/Opportunities based on the user's personal preferences.

Agency/Program Related Notifications

* Only available Advanced Program Managers on Amplify sites and Agency Managers on Center sites

These include:

  • Activity: Notifications that include important updates about a Program's Opportunities and activities.

  • Tasks: Notifications about important Program-related tasks, i.e., pending hours awaiting review.

  • Updates: Notifications about expiring Opportunities, Opportunity registration close dates, and upcoming scheduled Opportunities.

Recruitment, Thank yous, and Recognition

Friendly follow-ups for activities a user has participated in, happy birthday emails, and thank yous.

Schedule Updates

These are important updates about changes to a user's schedule, updates about a user's spot on a waitlist, or important information about a user's teams.

Site Manager - Activity

*Only for Site Managers on Center sites

This includes:

  • AEM: Agency Application Submitted

    • This notification is sent when an Agency Manager applies to participate in an advanced event.

  • AEM: New Need Submitted

    • This notification is sent when an Agency Manager adds a new Need to an advanced event.

NOTE: Not all sites have the Advanced Events Module (AEM), so this may not be an option under your communication preferences.

Site Manager - Tasks

* Only for Site Managers

This includes:

  • Notice of Pending Items

    • This notification is sent when you have new Agencies/Programs, Needs/Opportunities, events, Agency/Program updates, or Prerequisites/Qualifications pending approval.

  • Pending Hours Notification

    • This notification is sent when you have volunteer hours waiting for review.

Site Manager - Updates

* Only for Site Managers

This includes:

  • Need Happens On Notification

    • This notification is sent out seven days before and one day before a scheduled Need/Opportunity occurs.

  • Need Expiration Notification

    • This notification is sent out seven days before and one day before a Need/Opportunity expires.

  • Agency Manager Removed

    • This notification is sent to the primary Site Manager when an Agency/Program Manager is removed from an Agency/Program.

Surveys and Thank Yous

*Only for Center sites

These are friendly follow-ups and survey requests for activities a user participated in.

Reviewing a User's Communication Preferences

Site Managers can review user communication preferences with the User Filter. The available filter shows which communication preferences users have opted out of.

  1. Go to Volunteerism > Users.

  2. Click User Filter.

  3. Select User Data > User Email Preferences > Communication Preference.

  4. Click Submit.

You can add more filters to see which volunteers have opted out of more than one notification preference.

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