Getting Started: Manual Outreach Overview (Double the Donation Volunteering)
This article explains how to use the Manual Outreach functionality in your Double the Donation account. This article explains how to use the Manual Outreach functionality in your Double the Donation account.
How to Create a Custom Template
Using Email Template Variables
What Is Manual Outreach?
How Automated Outreach Works First
When a volunteer record flows into Double the Donation:
-
It enters Automated Outreach
-
Automated emails run for up to 30 days (based on your settings)
-
These emails aim to:
-
Identify whether the volunteer works for a company offering volunteer incentives
-
Encourage the volunteer to check for corporate volunteer grants or PTO programs
-
Provide guidance on next steps for submission
-
Automated outreach handles early-stage engagement.
When Manual Outreach Begins
Once automated emails stop, you can use Manual Outreach to send additional follow-up messages.
Manual emails can be sent:
-
To a single volunteer
-
To multiple volunteers at once (bulk send)
Manual outreach is especially useful for:
-
End-of-campaign reminders
-
Giving Tuesday follow-ups
-
Event-based volunteer drives
-
Volunteers who showed engagement but did not complete submission
Custom Email Templates
Manual Outreach allows you to create and save custom templates for targeted communications.
Templates are located under: Manual Outreach → Custom Templates → Create New Template

Why Use Custom Templates?
Custom templates allow you to:
-
Send bulk messages efficiently
-
Tailor outreach to specific campaigns or events
-
Reinforce urgency (e.g., end-of-quarter reminders)
-
Maintain consistent branding and messaging
You can create templates for:
-
Volunteer grant reminders
-
PTO submission reminders
-
Post-event follow-ups
-
Corporate-specific messaging
How to Create a Custom Template
Follow these steps:
-
Name the template
-
Create the subject line
-
Write the email body
-
Insert email template variables (optional but recommended)
-
Click Save Email Template
-
Use the Preview button to confirm formatting and personalization before sending
Always preview before bulk sending.
Using Email Template Variables
Email template variables allow you to automatically insert volunteer-specific details into emails.
This ensures personalization without manual editing.

Any email variable without an asterisk next to it can be used in the subject line.