When you start using VSys Live, many of your new volunteers will set up accounts when they apply to you. But you will have other volunteers who will come to you through other channels or with with you before you started using VSys Live and they will need to be informed about their login information and how to access their account.
Using this tool, when you Select recipientsUsing specific criteria, VSys always adds special criteria to the selection. The volunteer must:
not have logged in via VSys Live in the past ninety days
Steps in this task
Open the tool by clicking on the Send VSys Live account activation letters link from the VSys Live panel. .
Choose the Letter template you want to send, or click on the Edit templates link to define a letter template. (There is one built-in letter for this purpose, but you'll need to customize it to your specific needs.)
Select either Using specific criteria to designate the recipients using rules, or By adding them individually or from lists to do this manually.
Set your rules or add people manually as appropriate.
Click the Run button and VSys will generate the letters.
Sample
Notes
If a volunteer does not have a password, their 5-digit Basic ID can be used as their password on VSys Live. For the example above, This is the password which VSys includes in the letter. Once they've set a password, this value can no longer be used.
For a volunteer whose User ID is blank, they can log in with their e-mail address if no other user has claimed that as their User ID.
Only one person can use a particular e-mail address as their web User ID. Once one person is using it, no others can use it. They will have to use some other e-mail address instead.
In the example above, we've also excluded anyone from receiving this letter if he has been sent a letter like this in the past thirty days. This helps to minimize accidental duplicate letters.
