How to send an automated private message to a volunteer during Sign-In Station log in

Have you ever wanted to recognize a volunteer's birthday or remind them of something due automatically upon their signing into a Sign-In Station?  Here is how to set up a one-time message to display when a volunteer logs in using a Sign-In Station.

On the Volunteer tab, click on Email

Click on Sign-in
Sign-in

Add a Subject and a Message to the body, Email and Text Messaging

Sign-in Subject and massage-1

Save your message as a template for use in your automation on the next set of steps

Sign-in Save As-1

Next, you will want to create an automation.

Click on Tools>Administrative Options>Automations 

Click on the New button on the lower left-hand part of the screen

Make sure the Type is Volunteer SIS Type
Create a Name for your Automation

SIS Name

Enter a Description (optional)Sign-in Description
Click Next to set Permissions as needed
SIS Permissions
Click Next to set the Trigger. For example,  we have it set to Schedule and to run Daily at 9:00 amSIS Trigger-1
Click Next to set the Apply To. For example,  we have set up a grid that has Birthday = Today

SIS Apply-2

The final part is to click on Send Sign-In Message and add the template we created in the first step