From Setup, enter Email Templates in the Quick Find box, then select Email Templates. Select the Volunteers Email Templates folder. Click the name of an email template to preview the email contents.
Full Answer
How does the volunteer sign-up form work in Salesforce?
The Volunteer Sign-Up form is smart enough to look for an existing contact with the same first name, last name, and email. If it doesn’t find one, it creates a contact. Back in Salesforce, Dianna searches on her own last name, because that’s the name she entered in the Volunteer Sign-Up form.
How do I set up email templates for volunteers?
Decide which email templates to keep active and which ones to turn off. You can customize any out-of-the-box template or create your own. From Setup, enter Email Templates in the Quick Find box, select Email Templates, then look in the Volunteers Email Templates folder.
How do I create an HTML email template in Salesforce?
Each template comes in both an HTML format and a plain text format; remember to edit both versions. For more information about editing the letterheads for your HTML email templates, see Using Letterheads in the Salesforce Help. From Setup, enter Email Templates in the Quick Find box, then select Email Templates .
How do I change what triggers the volunteer job signup email?
You can easily change what triggers this email by cloning the workflow rule and changing the rule criteria. From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules. Click Volunteer Job Signup. Click Clone. You’re making a copy of this sample workflow rule because you can’t directly edit this part of the V4S package.
Sign Up Volunteers
Now that we have our Volunteers for Salesforce (V4S) site set up, let’s test our sign-up form by signing up for a volunteer shift.
Verify the Volunteer Email
One last thing to check: the automated email that thanks your volunteer for signing up. If you used your own email in testing the sign-up page, look in your inbox now. You should have received something like this.
Review the Out-of-the-Box Email Templates
Decide which email templates to keep active and which ones to turn off. You can customize any out-of-the-box template or create your own. From Setup, enter Email Templates in the Quick Find box, select Email Templates, then look in the Volunteers Email Templates folder.
Configure Email Templates for Brand Consistency
Configure email templates so that they deliver a consistent, professional look and feel to your volunteers' inboxes. Check things like subject lines, letterhead, merge fields, and overall formatting. Each template comes in both an HTML format and a plain text format; remember to edit both versions.
Clone and Configure the Reminder Email Workflow Rule
Having V4S automatically email volunteers about upcoming shifts is a huge time-saving feature. A workflow rule controls how far in advance to send reminder emails. Clone the sample workflow rule provided in V4S and either use it as is or adjust the lead time as needed.
Clone and Configure the Volunteer Job Signup Workflow Rule
This workflow rule triggers V4S to send the email only when the Volunteer Status is set to Web Signup —the default status assigned to Contacts who sign up through the website.
Create an Organization-Wide From Address
Control how V4S displays the "from" name and email address of the sender of automated volunteer emails. Your organization may want to show a generic name, such as Volunteer Coordinator, or you may want to include your coordinator's real name and job title.
Deactivate Website-Specific Workflow Rules
If you don't intend to integrate V4S with your website, deactivate these workflow rules.
Wednesday, October 13, 2021
We shared about the Lightning Email Template seven months ago, as you read, it is easy to create an email template with merged fields, such as Account Name, Opportunity Name, etc.
Salesforce: Email Template with Hyperlink
We shared about the Lightning Email Template seven months ago, as you read, it is easy to create an email template with merged fields, such as Account Name, Opportunity Name, etc.
What is a site template?
A Site Template controls the overall page styling, header, navigation, and footer for Personal Site pages. V4S provides a Visualforce page that serves as the default Site Template. Make a copy of it and customize the styling of the page components.
Can you edit a Visualforce page?
Because you can't edit a Visualforce page that's part of a Salesforce managed package, make a copy of the template. Back on the page detail, select all the Visualforce Markup and copy it to your clipboard. Go back to the Visualforce Pages list, and click New . Give it a label such as MyPersonalSiteTemplate .
Learning Objectives
Volunteer Email Automation
- You want to make it easy for your volunteers to help out, so it’s critically important to get volunteers the information they need, when they need it. But managing all those emails is time consuming. Fortunately, Volunteers for Salesforce (V4S) has preconfigured email templates for all the typical volunteer messages. V4S also includes workflow rules that trigger sending emails at …
Manually Email Volunteers
- Automation is great, but sometimes you want to email volunteers on the fly. For example, NMH emails volunteers if an event is canceled, to provide additional information, or to remind them that their shift is coming up. V4S helps send all of these messages. Let’s follow along with Enoch as he emails his volunteers to let them know that their shift is coming up. Again, if you want to follo…
View Volunteer Reports and Dashboards
- V4S comes with reports and dashboards that provide all kinds of information about your volunteer programs. You can use these reports and dashboards to analyze volunteer trends and help you decide where to focus your volunteer efforts. V4S provides more than 25 different reports, including a list of available jobs, top volunteers, upcoming shifts, and people who volunteered la…
Resources
- Documentation:Stay in Touch with Your Volunteers
- Salesforce Help: Email Templates in Salesforce Classic
- Salesforce Help: Workflow
- Documentation:Configure Email Notifications and Email Templates