How to email volunteers on volunteer lists

To email volunteers on one or more volunteer lists, follow the steps below (note, there is a different between volunteers signed up for an event, and volunteers on a volunteer list):

1. Navigate to the "Volunteers" tab in the left hand sidebar
2. You will see two main columns on the "Volunteers" tab
	1. The column on the left shows the volunteer lists you have access to.
		1. How to create a volunteer list
	2. The column on the right shows the volunteers on those volunteer lists. By default, when no volunteer lists are selected, all of the volunteers on all of the volunteer lists are shown. Duplicate entries (one volunteer on multiple lists) are automatically removed.
		1. How to administratively add volunteers to a volunteer list
3. Right off the bat, clicking the "Compose Email" button in the bottom toolbar will allow you to compose (and send) an email to all of the volunteers listed in the right-hand "volunteers" column (of the "Volunteers" tab). If you haven't selected any volunteer lists, you'll be sending an email to all of the volunteers on all of the volunteer lists. This probably is not what you want to do.
4. To only view volunteers on a specific volunteer list, click on the volunteer list. To only view volunteers on multiple volunteer lists (say, volunteer list "A" and volunteer list "B"), click on multiple volunteer lists. Each selected volunteer list will be highlighted in gray. To deselect a volunteer list, click it again.
5. In addition to filtering your volunteers by specific volunteer lists, you can filter volunteers by the skills / attributes they have. To do so, click the "filter" button, located at the top of the right-hand volunteers column (by default it will appear as "filter off"). The filter menu will open at the top of the right-hand volunteers column.
	1. To filter your volunteers, select an attribute to filter on and click the "filter volunteers" button.
	2. By default, the filter is set to "FIND volunteers which have ALL of the selected attributes." You can click "find" in that sentence to change the filter to "HIDE volunteers which have ALL of the selected attributes." You can click the "all" in that sentence to change the filter to "HIDE volunteers which have ANY of the selected attributes" (or "FIND volunteers which have ANY of the selected attributes").
6. Having selected the appropriate volunteer list(s) and the appropriate attribute filter(s), the right-hand volunteers column will update to show the appropriate volunteers.
	1. For example: First, you select "volunteer list A" to update the right-hand volunteers column to only show volunteers on "volunteer list A". Next, you open the filter menu and "FIND volunteers with ANY of the selected attributes" and select "Mandarin" and "Cantonese" to filter "volunteer list A" to only show volunteers that are recorded as either speaking "Mandarin" or "Cantonese."
	2. For example: First, you select "volunteer list A" and "volunteer list B" to update the right-hand volunteers column to only show volunteers on either "volunteer list A" or "volunteer list B". Next, you open the filter menu and "HIDE volunteers with ALL of the selected attributes" and select "Spanish" and "Immigration Attorney" to filter "volunteer list A" and "volunteer list B" to only show volunteers that are recorded as NOT being a spanish speaking immigration attorney.
7. At any time, after selecting the appropriate volunteer lists and applying the appropriate attribute filters, you can click the "Compose Email" button to compose an email to all of the volunteers included in the right-hand volunteers column. If a volunteer's name appears in that column, they'll be emailed. If it doesn't, they won't be emailed.
8. Clicking the "Compose Email" button will take you to the compose email screen.
	1. Choose "select an email template" and select either "Generic Email" or "Volunteer Event Invitation" or "Volunteer List Invitation"
		1. Generic Email - choose this option if you just want to send an email to volunteers (basically if you don't want to invite them to volunteer at an event or join a volunteer list).
		2. Volunteer Event Invitation - choose this option if you want to send an email to volunteers inviting them to volunteer at an event.
		3. Volunteer List Invitation - choose this option if you want to send an email to some of your volunteers inviting them to sign up for one of your other volunteer lists. An example use case for this would be emailing volunteers on one of your organization's volunteer lists to invite them to sign up for a volunteer list of a collaborative that you are part of.

**Generic Email**

1. You'll be asked to specify which organization / collaborative this email is related to. Choose one.
2. Enter a subject line for your email.
3. Enter body text for your email.
	1. Notice that the right-hand preview page updates as you enter body text. The preview pane reflects the way the email will look when sent.
	2. When you send the email, "Hi Volunteer" will be replaced with "Hi [VOLUNTEER FIRST NAME]" if the volunteer's first name is known, otherwise it will stay as "Hi Volunteer."
4. When finished, select "Send."
	1. Notice that to the right of the send button the number of recipients is listed.

**Volunteer Event Invitation**

1. You'll be asked to select an upcoming event. Choose one.
2. Optionally, select an image to use in the email banner. You can only select image that have been uploaded to the event organizer's image library. If you choose not to select a new banner image, the default one will be used (shown in the right-hand preview pane). If you select a new banner image, the email preview in the right-hand preview pane will update to include the chosen image.
	1. How to add images to an organization that can be used in emails
	2. How to add images to a collaborative that can be used in emails
3. Enter a subject line for the email.
4. Enter body text for the email.
	1. Notice that the right-hand preview page updates as you enter body text. The preview pane reflects the way the email will look when sent.
5. When finished, select "Send."
	1. Notice that to the right of the send button the number of recipients is listed. Volunteers who would be recipients, but who are already signed up to volunteer, will be automatically removed from the recipient list (so that you don't spam them with unnecessary event invitations). Volunteers who have unsubscribed from communications from the event organizer will also be automatically removed from the recipient list.

**Volunteer List Invitation**

1. You'll be asked to select a volunteer list to invite folks to. Choose one.
2. Enter a subject line for your email.
3. Enter body text for your email.
	1. Notice that the right-hand preview page updates as you enter body text. The preview pane reflects the way the email will look when sent.
	2. When you send the email, "Hi Volunteer" will be replaced with "Hi [VOLUNTEER FIRST NAME]" if the volunteer's first name is known, otherwise it will stay as "Hi Volunteer."
4. When finished, select "Send."
	1. Notice that to the right of the send button the number of recipients is listed. Volunteers who would be recipients, but who are already on the specified volunteer list, will be automatically removed from the recipient list (so that you don't spam them with unnecessary volunteer list invitations). Volunteers who have unsubscribed from communications from the volunteer list's owner (the organization / collaborative) will also be automatically removed from the recipient list.
	2. If there are no eligible recipients for the email, you will not be able to click the "Send" button.