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Send a communication to contacts based on their fulfillment status.

Each requirement list includes the Requirement's name, description, active period, and point values. Additionally, the system displays the count of contacts to which this requirement has been assigned, the count of contacts that have completely fulfilled the requirements and the count of contacts that have yet to completely fulfill this requirement. 

  1. Log into your organization's VolunteerMatters Administrative Site 
  2. Click on Admin > Reqs Dash

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  3. Click on the contact counts (assigned, fulfilled, or unfulfilled) and it will bring you to a new page that lists all of the contact 's who have been assigned, fulfilled, or have yet to full that particular requirement. 
  4. At the bottom of the listing of assigned, fulfilled or unfulfilled contacts you will see options to communicate with this particular subset of contacts. If you click on those contacts that had a requirement unfulfilled, you could can choose an option to include those contacts in a bulk email, letter merge, or a label merge. 

    • To email these contacts just click on the "Email" button and the system will insert those contacts in the email recipients. You can define the message subject, body and attachments the same way you would for any other email.  See the "Send a bulk communication." article for more information.
    • To include these contacts in a letter merge, select the letter template you would like to use (i.e., "Dues Reminder Notice Letter") from the drop-down list and click "Go" (compfile.png). For more information on creating and managing letter templates please see the "Manage letter templates for merges." article.
    • To include these contacts in a label merge, select the label template you would like to use from the drop-down list and click "Go" (compfile.png). For more information on creating and managing label templates please see the "Manage label templates for merges." article.
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