Set up a shift reminder

Create a calendar shift reminder automation to notify volunteers of upcoming shifts.

Build a Calendar Grid

• From the eCoordinator go to Calendar
• In the upper right corner click Grid

For this example we will be sending a reminder for shifts scheduled in two days

• In the grid header box make sure to:
  • Select Relative Date
  • The time period is: Today Plus (enter the number of days before the shift you want to send the reminder) 
  • Applies to: Shifts with days in range
  • Details Mode By: Placed Volunteer

• In Grid Settings make sure you have the following columns (you can add more):
  • Opp:Title
  • Vol: Last Name
  • Vol: First Name
  • Sch: Start Date 
• In the Sch: Start Date column choose today plus the same number entered above. 

In Grid Settings, review that your settings were saved and checked on, give it a name, and Save and Close. 

Create the automation

• In the eCoordinator go to Tools, Administrative Options, Automations tab
• Click New
  
  
  

Type

• Give your automation a name and select Schedule Shift

Permissions 

Select your permissions preferences 

Trigger

• Select Schedule then click New. You will want to run this automation daily.
• Give it a name, select daily, enter a start date, and end date (optional), and choose every day
  
  
• Check the Time Options box and specify when you want it to run. This will be when the reminder email will be sent out. 
• Click OK
  

Apply To

• Choose your Saved Grid
• Select your grid from the drop-down if created before hand 
• If a grid was not previously created, click New to build one
  

Actions

• Select Send Email
• Click New
• Create your email reminder template
• Choose To: All Placed Volunteers
• Name the template and click Save 
• Click Finish
• Exit out of Administrative options