Summary: This guide walks you through the steps to use Tithely's Volunteer Management Invite Mode, allowing you to create customized sign-up sheets from set roles and dates, and send invitations so volunteers can opt in based on their availability.
Before You Begin
- The Teams, Roles, and Events must already be set up in your Volunteer Management tool. If you're not familiar with those, check out our Getting Started with Volunteer Management guide first.
- You cannot customize the sender email address; all invites come from the default system sender.
- The sign-up sheet's name will be the subject line of the email.
Step-by-Step Instructions
Creating Sign-Up Sheets
1. Navigate to the event and Click Manage Sign Up Sheets.
2. Click Create a New Sign Up Sheet.
3. Select the roles/teams and dates you’d like to include (up to 32 upcoming event dates).
4. Add a Name and Message for the sign-up sheet.
5. Choose your optional settings (e.g., Allow volunteers to see who has signed up, Send the invite via text).
6. Click Create to save the sign-up sheet.
Inviting Volunteers to Sign Up
1. Click Manage Sign Up Sheets, then Select Invite Volunteers for your chosen sheet.
2. Choose your recipients using one or more methods: Recent Volunteers, Search by name, or Filter by Tag.
3. Select individuals manually or Click Select All.
4. Click Invite to Sign Up Sheet.
Resending Invitations or Editing Sheets
1. Go to Grid View for your volunteer schedule. Click the gear icon > Manage Sign Up Sheets.
2. Find the sign-up sheet and use the dropdown next to Invite Volunteers > View Invited Volunteers.
3. Resend: To resend to someone who already responded, Click the "X" next to "Responded" under their name, Add them back to the invite list, and Resend the invite.
4. Edit/Reuse: Click into the original email and make the desired changes before resending.
Troubleshooting & FAQs
- Can I send one sheet for nursery roles and another for parking roles? Yes, you can create separate sign-up sheets for different roles as needed.
- How do I re-invite a volunteer who already responded? Go to View Invited Volunteers, click the "X" next to "Responded" under their name, and then resend the invite.