Emailing specific Events, Shifts or Roles

With Rosterfy, you can easily communicate with all users assigned to specific events, shifts, or roles directly from the platform.

Emailing specific Events / Shifts

1. To email all Users that are registered to a specific Event, navigate to the Events Tab > Events.
2. Locate the Event you want to communicate with by scrolling the list or using the Search Bar or Advanced Filters.
3. Click View Shifts, all shifts for the event will be displayed.
4. Select your audience:
   1. To email all shifts, click Actions > Send Communications To > All Listed Shifts.
   2. To email some of the shifts, select the shifts, click Actions > Send Communications To > Selected Shifts Only.
5. A pop up will appear allowing you to further filter who the email will be sent to and what content will be included in the email:
   Send to Users on any Shift with chosen statuses: Email will send to Users with the chosen status/es.
   Is Shift Leader: Selecting Yes will email only the Shift Leaders.
   Include Shifts into content with chosen statuses: Multiple Shifts will be in one email. Users with the chosen statuses on a shift will be included in the email.
   Include only listed Shifts in content: When unselected, all Shifts on the Event for the User will be included in Shift content.
   Exclude Shifts into content that have already finished: If selected this exclude any Shifts where the finish date/time has passed.
6. Once you have made all your required changes, click Compose.
7. On the Send Communications page choose Email. This will take you to the Content page where you can either select an email template or manually input the email details.
8. Once you are satisfied with the content, click Next to proceed to the Recipients page.
9. Here, confirm the recipients of the email and make any necessary additions or removals before clicking Next.
10. On the Confirm page, you have the option to either Confirm and Send the email immediately or choose to Schedule for Later. If scheduling for later, input the desired date and time before selecting Confirm and Send.

You will receive a confirmation notification that your email has been sent or scheduled.

For more information on emails, check out the Emails Overview article.

Emailing specific Roles

1. To email a specific Role, navigate to the Headcount Tab > Role Offers.
2. Locate the Role Offer you want to communicate with by scrolling the list or using the Search Bar or Advanced Filters.
3. Click View Users, all users for the role offer will be displayed.
4. Select the audience:
   1. To email all Users, click Actions > Send Communications To > All Listed Users.
   2. To email some of the Users, select the specific Users, click Actions > Send Communications To > Selected Users Only.
5. On the Send Communications page choose Email. This will take you to the Content page where you can either select an email template or manually input the email details.
6. Once you are satisfied with the content, click Next to proceed to the Recipients page.
7. Here, confirm the recipients of the email and make any necessary additions or removals before clicking Next.
8. On the Confirm page, you have the option to either Confirm and Send the email immediately or choose to Schedule for Later. If scheduling for later, input the desired date and time before selecting Confirm and Send.

You will receive a confirmation notification that your email has been sent or scheduled.

For more information on emails, check out the Emails Overview article.