Configure Email Notifications for Website Integration

Configure the From Address for Thank You Emails

After you've specified the Organization-Wide Address, configure email alerts to use this address for thank you emails. Email alerts are the emails that workflow rules send.

1. From Setup, enter Email Alerts in the Quick Find box, then select Email Alerts.
2. Look for the Volunteer-related email alerts.
3. Click Edit next to the first thank you email alert.
   
4. Set the From Email Address to the name and address that you added as the Organization-Wide Address.
5. Save your changes.
6. Repeat this configuration for the other thank you email alerts that you intend to use.

Configure the Recipients of Signup Notification Emails

When a volunteer signs up on your website, Volunteers for Salesforce associates the signup with a Contact or a Lead (depending on which signup form you're using and your Contact matching rules). The resulting email notification goes to the owner of the Contact or Lead. Organizations often prefer to have signup notifications sent to the volunteer coordinator instead. Make this change in Email Alerts.

Note If you haven't already created a user for your volunteer coordinator, do that first so that you can designate that user as the recipient.

1. From Setup, enter Email Alerts in the Quick Find box, then select Email Alerts.
2. Next to each of the Signup Notification Email Alerts, click Edit.
   
3. Remove the default owner and add your volunteer coordinator to Selected Recipients.
4. Save your changes.

If you don't change the default recipient, the signup notification goes to the user who owns the existing Contact record, or it goes to the Volunteers Site Guest User if there's no existing Contact.

Deactivate the Workflow Rule for Volunteer Signup—Contact

If you're using the VolunteersSignupFS version of the Volunteer Signup page (recommended), skip this task. If you're not using VolunteersSignupFS, it's safe—and recommended—to deactivate the workflow rule called Volunteer Signup - Contact. Use the Volunteer Job Signup workflow rule instead, because it uses an email template that includes Job and Shift details. Volunteer Signup - Contact uses an email template that can't pull in those details, which means a less descriptive thank you for volunteers.

If you leave both workflow rules active, volunteers are sent multiple thank you emails for the same signup.

1. From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules.
2. Next to Volunteer Signup - Contact, click Deactivate.