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Communication Preferences: Center Site Managers

Learn how Center Site Managers can review users' communication preferences

Brittany Crow avatar
Written by Brittany Crow
Updated over a week ago

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

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

  • Identify the types of communication preferences available for different user roles

  • Update your own communication preferences

  • View or audit communication preferences for users on your site

Manage Your Communication Preferences

All users—volunteers and managers—can manage their communication preferences. The options you see depend on your role (Site Manager, Agency Manager, volunteer) and your site’s settings.

  • You can update your preferences at any time in Edit Profile, under Data and Communication Settings.

  • Important: We do not recommend opting out of email notifications. These messages include confirmations, reminders, follow-ups, and updates about the Needs you’ve responded to.

  • Agency Managers should avoid opting out, or they may miss notifications about responses to the Needs they manage.

The global opt-out does not affect password reset emails.

Communication Preferences

Users manage communication preferences from their own profile.

  1. Go to Edit Profile.

    • Site Managers: Click View Site first, then navigate to Edit Profile.

  2. Scroll to Data and Communication Settings.

  3. Click Manage My Preferences.

  4. Toggle or check/uncheck the notifications you wish to receive.

  5. Click Save My Preferences.

  6. (Optional) Select Unsubscribe from All Emails and Notifications.

Available Communication Preferences

Below are all possible communication preference categories. Users only see categories relevant to their role.

Notification Settings

Descriptions

Account Management

Important updates about your volunteer account and activity.

Reminders and Confirmations

Reminders and confirmations related to Needs you’ve signed up for.

Email Blasts

Custom emails sent by Site Managers.
​Note: These are not automated system notifications.

News and Recommendations

Suggestions for Needs based on your personal preferences.

Agency Related Notifications

Available only to Agency Managers on Center sites

  • Activity – Updates about Needs and activity within the Agency

  • Tasks – Important Agency-related tasks, such as pending hours needing review

  • Updates – Alerts about expiring Needs, registration close dates, and upcoming scheduled Needs

Recruitment, Thank yous, and Recognition

Friendly follow-ups, birthday messages, and thank-you messages for completed activities.

Schedule Updates

Updates about changes to your schedule, waitlist status, or team-related information.

Site Manager - Activity

  • AEM: Agency Application Submitted – Sent when an Agency Manager applies to participate in an Advanced Event

  • AEM: New Need Submitted – Sent when an Agency Manager submits a new Need to an Advanced Event

Note: Not all sites use the Advanced Events Module (AEM).

Site Manager - Tasks

  • Notice of Pending Items – Alerts about new Agencies, Needs, events, updates, or Qualifications pending approval

  • Pending Hours Notification – Notice that volunteer hours are waiting for review

Site Manager - Updates

  • Need Happens On Notification – Sent 7 days and 1 day before a scheduled Need

  • Need Expiration Notification – Sent 7 days and 1 day before a Need expires

  • Agency Manager Removed – Sent when an Agency Manager is removed from an Agency

Surveys and Thank Yous

Survey requests and follow-up messages for activities a user participated in.

Reviewing a User's Communication Preferences

Site Managers can review user opt-outs through the User Filter.

  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 view users who have opted out of multiple notification categories

Opting Out of Notifications

You can opt out of any notifications you no longer wish to receive.

  1. Log in to your Site Manager account.

  2. Click View Site.

  3. Click Edit Profile.

  4. Scroll to Data and Communication Settings and click Manage My Preferences. Please note: The Manage My Preferences button will not appear if you don't go through View Site > Edit Profile first.

  5. Toggle On or Off, or Check or Uncheck the notifications you wish to receive. For example, if you no longer wish to receive notifications about pending items, uncheck the box beside Tasks under Site Manager notifications.

  6. Click Save My Preferences to save your chances.

You also have the option to click Unsubscribe from All Emails and Notifications here.

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