Send Email to Volunteer Database

Question:

How do I send an email to the volunteers in my CERVIS account?

Answer:

To send an email to the entire volunteer database (excluding volunteers marked as "Inactive"), follow the steps below:

1. Login to your CERVIS account.
2. Click on the Search/Manage Volunteer Database link under the "Volunteer Management" section of the Main Dashboard.
3. Leave the search field blank and click on the Search Volunteer Database button. This will display a listing of all volunteers in your database.
4. Click the checkbox in the header row of the returned results to select all of the returned results, which in this case, is your entire database.
5. Select the Send E-mail to Selected Volunteers option from the selection box at the top of the volunteer listing.
6. Click the Send E-mail to Selected Volunteers button next to the selection box at the top of the volunteer listing.
7. Select the options you desire and fill out the email subject and body.
8. Click the Send E-mail Immediately button to send the message immediately or click the Schedule E-mail Delivery button to send the message at a specific date and time.
9. Click the Send E-mail (or Schedule E-mail) button to confirm your E-mail message.

To send an email to a specific subset of volunteers in your database (excluding volunteers marked as "Inactive"), follow the steps below:

1. Login to your CERVIS account.
2. Click on the Advanced Volunteer Search link under the "Volunteer Management" section of the Main Dashboard.
3. Specify the criteria that you are looking for and click on the Search Volunteer Database button. This will display a listing of all volunteers that match your search criteria. For a listing of all of the search options available in the Advanced Volunteer Search, refer to the knowledge base article linked HERE.
4. Click the checkbox in the header row of the returned results to select all of the returned results.
5. Select the Send E-mail to Selected Volunteers option from the selection box at the top of the volunteer listing.
6. Click the Send E-mail to Selected Volunteers button next to the selection box at the top of the volunteer listing.
7. Select the options you desire and fill out the email subject and body.
8. Click the Send E-mail Immediately button to send the message immediately or click the Schedule E-mail Delivery button to send the message at a specific date and time.
9. Click the Send E-mail (or Schedule E-mail) button to confirm your E-mail message.