Emails and texts Causefolk sends
Every email and text Causefolk sends, with its subject line, who gets it and when.
For everyone
Causefolk sends emails for you and for itself. This page lists them all, by the subject line people see. Words in brackets are filled in, such as [opportunity] for the opportunity's name.
Where to find it
You don't set these up: they go out on their own. What you control:
- Volunteers' emails use your branding and, once it is verified, your sending domain (Settings → Email). They are in English or Spanish, each volunteer's language.
- Staff notifications: each person chooses instant, daily or text under Settings → Notifications.
- Automations (Settings → Automations): the four marked "automation" below are off until an owner turns them on.
Volunteers: signups and shifts
| Subject | When |
|---|---|
| You're signed up: [opportunity] | A signup is confirmed, by the volunteer or by staff. |
| You're on the waitlist: [opportunity] | A volunteer joins a full shift's waitlist. |
| A spot opened up for you: [opportunity] | A spot is held for the first person on the waitlist, with the time to claim it by. |
| A spot opened up: [opportunity] | A waitlisted volunteer is moved straight into a spot (when the hold time is 0). |
| The spot went to the next volunteer: [opportunity] | A held spot was not claimed in time. "Your held spot was not claimed" when nobody else was waiting. |
| Reminder: [opportunity] starts soon | About 24 hours before each confirmed shift. |
| Signup canceled: [opportunity] | A signup is canceled, by the volunteer or by staff. |
| Shift time changed / Shift location changed: [opportunity] | Staff change the time or the place of a shift someone is signed up for. |
| Shift canceled: [opportunity] | Staff cancel a shift. |
| You've joined a series / You've left a series: [opportunity] | A volunteer joins or leaves a repeating shift. "You were removed from a series" when staff remove them. |
| Texts from [organization] | A public form saved a mobile number with the volunteer's email. |
Volunteers: applications, requirements and hours
| Subject | When |
|---|---|
| Your application to volunteer with [organization] | An application, renewal or re-application is received. |
| You're approved to volunteer with [organization] | Staff approve or renew it. |
| About your application to [organization] | Staff decline it. |
| Renew your approval with [organization] before [date] | 30 days before an approval expires. |
| Your approval with [organization] has expired | The day it expires. |
| Your background check is clear | Checkr reports a clear check. |
| [first name] needs your signature to volunteer with [organization] | To a minor's guardian, to sign a waiver. |
| Your guardian signed: [waiver] | The guardian signed. |
| Verified: [requirement] / About the document you uploaded for [requirement] | Staff verify or decline an uploaded certification. |
| Renew [requirement] before [date] / [requirement] has expired | 30 days before a requirement expires, then when it does. |
| Please complete [requirement] again | A new version must be signed again, or staff asked. |
| [organization] now asks for [requirement] | A new requirement applies to someone already signed up. |
| [hours] approved for [opportunity] / About the hours you logged for [opportunity] | Staff approve or decline hours a volunteer logged. |
Volunteers: from the organization
| Subject | When |
|---|---|
| Your organization's own subject | A message your team sends or schedules. |
| Thank you for your first shift with [organization] | Automation: the morning after a first shift. |
| [hours] hours with [organization]! | Automation: at 10, 25, 50, 100, 250, 500 and 1,000 hours. |
| [years] years with [organization] | Automation: around the anniversary of the first shift. |
| We miss you at [organization] | Automation: after 3, 6 or 12 months without activity. |
Staff and owners
| Subject | Who | When |
|---|---|---|
| New signup, Cancellation, Waitlist spot filled, Joined or Left the series, New application, Background check completed, [name] logged [hours], Certification to verify, Deletion request | Each staff member who chose instant | As it happens. |
| Daily summary for [organization] | Members who chose daily | 8:00 AM in your time zone. |
| Attendance to record: [number] shifts | Members, per their choice | 8:00 AM, for ended shifts with attendance missing. |
| [name] applied to volunteer with [organization] | Your contact email | A new application. |
| You're invited to manage volunteers for [organization] | The person invited | A staff invitation. |
| Your message was not sent | The author | A scheduled message could not go out. |
| A webhook endpoint was paused / Your Salesforce (or Bloomerang) connection was paused | Owners | After 20 failures in a row. |
| Welcome to Causefolk: [organization] is ready; Your Causefolk trial for [organization] ends on [date]; Your Causefolk trial for [organization] has ended; Payment failed for [organization] on Causefolk | Owners | Billing events. |
| Your data export for [organization] is ready (or could not be completed) | The owner who asked | An export finishes. |
| [organization] will be deleted on [date]; Reminder…; has been deleted | Owners | A deletion is scheduled, 2 days before, and when done. |
| [network] invited [organization] to join its network; [organization] joined [network]; was added to the [network] network | Owners, or the network's admins for a join | Network invitations and changes. |
| You're invited to the [network] network on Causefolk | The person invited | A network member invitation. |
Texts
| Text | Who | When |
|---|---|---|
| "[organization]: reminder, [opportunity] [time]" | Volunteers who agreed to texts | With the reminder email. |
| "[organization]: a spot opened for [opportunity]… Claim by [time]" | The same | With the held-spot email. |
| "[organization]: [message] Reply STOP to opt out" | Volunteers whose consent covers messages | A message your team sends with a text. |
| Instant notices and the attendance reminder | Staff who chose text and verified their number | As the emails above. |
| Your verification code | A staff member adding their number | It expires in 10 minutes. |
| Replies to STOP, START and HELP | Anyone who texts them | At once. |