VolunteerMatters Support

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Contact and Credential Administrative Email And Text/SMS Notifications

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VolunteerMatters allows those with Contact Administrator or Credential Administrator to configure daily or weekly email notifications on contact or credential information as well as instant notifications on registrations. 

The summary notification emails will be similar to their respective dashboards and link to those dashboards in the system.

The instant notification is available via email or Text/SMS (for both Contact and Credential Administrators with verified phone numbers).

All of the notifications are configured on the administrator's My Profile page.

To configure your settings for any of these notifications, log into VolunteerMatters with the proper administrative access and click on "My Profile" in the site menu. The scroll down and on the bottom right there will be a panel labeled "Admin Notifications".  

Here you can set the following via drop downs: 

  • Credential Summary Email
  • Contact Summary Email
  • Volunteer Registration (sent when any volunteer registers in your VolunteerMatters system)

For the summary notifications, you can set to either "Never", "Daily", or "Weekly".

For the instant notifications, you can set to either "None", "Email", or "Text/SMS".

 

MyProfileSettings.gif

The settings will automatically be saved once you make a selection.  There is no need to click a "Save" or "Update" button. To change your settings you just need to make a new selection. 

Note: If the contact signs up for both the Contact and Credential notifications they will appear in a single email. 

 

SUMMARY NOTIFICATIONS

 

The Credential Email Notifications contains the following links/information panels:

  • Credential Dashboard Link
  • Credential Status Counts
  • Credential Status Change Counts (Past 30 Days)
  • Expiring Credentials (Next 30 Days)
  • Assignments With Invalid Credentials (Next 30 Days)
  • Needs With Invalid Credentials

 

The Contact Email Notifications contains the following links/information panels:

  • Contact Dashboard Link
  • Contact Status Counts
  • Contacts Created Since
  • Site Users Created Since
  • Contacts By Desired Branch/Site

Admin_Credential_Contact_Notification_2.png

 

 

INSTANT NOTIFICATIONS

 

The instant Registration Email Notification contains information specific to the volunteer which generated the notification:

  • Contact Name
  • Contact Status
  • Contact Email
  • Contact Mobile Number
  • Link to administrator's My Profile page to manage notification settings

InstantRegEmail.png

Depending on your subscription level this email template may be available to customize via support.  If you have any questions about your subscription level, please live chat with us now from your VolunteerMatters portal or submit a support ticket via email.

The Instant Registration Text/SMS Notification message is much more concise but provides a link to the contact detail page for the new registrant (which does require the administrator to login). 

Text Message Details:

Screenshot_2022-10-17_at_10.47.29_AM.png 

 

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