Notification templates in Rosterfy allow you to create and save pre-written notifications for efficient communication. By utilising templates, you can save time by avoiding repetitive tasks and ensure a consistent message is delivered to recipients.
IN THIS ARTICLE:
Overview
Notification templates allow you to write content and save it for later use, they can be used in many ways, including:
- Sending out notifications in bulk, for example before an event or shift.
- Scheduling notifications to be sent in the future.
- When any automation is triggered, including:
- Registering for your account or a shift
- Checking in or out
- Completing a training module
- Reminders to complete a form or sign up to a shift
- And many more
Email templates can be found in the Communications module > Notification and selecting Templates from the top menu.
For more information on notifications in Rosterfy, check out the Notifications Overview article.
Creating a Notification Template
You can create a new template by clicking the Create button, you will be directed to the Create Notification Template page.
To create a new template you will need to complete the following fields:
Name: This is only visible in the Admin Console, the name should be descriptive as this is how you will identify the template from the list.
Subject: The subject will show as the title of the notification in the Volunteer Portal.
Content: The body of the notification to be sent. This allows you to customise the template, we recommend using mail merge tags to make the content as personable as possible. For help with Mail Merge Tags, check out the Mail Merge Tags article.
Link URL: You can add a URL here to be added to the notification to direct your users to a web page.
Link Text: This is the text that will appear on the button in the notification for users to click to be redirected to the Link URL.
Note: Links are not available for Push Notifications to Mobile App users, only for the desktop Volunteer Portal.
Send as Push Notification: When this option is enabled, the notification will be sent to the user on either their mobile device or desktop. If the user has the Rosterfy Mobile App with Push Notifications activated, they will receive the message on their mobile device. If not, the notification will be delivered as a priority alert on the desktop Volunteer Portal and will appear as a pop-up upon login.
Note: Notifications are character limited to 200. However the use of merge tags may mean that the notification is not sent in full.
Updating a Template
From time to time you may need to update a template, this can be done by following these instructions:
- Navigate to the specific template, click the More Actions menu > Update.
- The edit screen will allow you to update all details of the template, once finished, click Save.
Note: Any changes will be immediate, including any automations that use the template, however scheduled bulk emails will not use the updated content.
Templates in Multiple Languages
Every notification template can be set up to be sent in multiple languages. If you have users in multiple regions and languages, this allows you to send appropriate notifications to each user.
To update a notification template to include multiple languages, follow these instructions:
- Navigate to Communications > Notification, locate the template, click the More Actions menu and select Update.
- The edit screen will allow you to update all details of the template, scroll to the Content section and select Add to create the template in another language for both the subject and content.
Note: Additional languages will only be available in the Email Templates if they have been added in the Organization Settings.
For more information about notifications within Rosterfy, check out the Notifications Overview article.