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Volunteer Sign Up Sheets Automated and Conditional Emails

Volunteer Sign Up Sheets Automated and Conditional Emails

This extension for the Volunteer Sign Up Sheets plugin allows you to set up triggers and conditions to automatically send out emails to predefined lists.

These can be used to do things like automatically send out a weekly summary of upcoming events, send out emails a certain number of days before an event if there are still spots left to fill, send out thank you emails a specified number of days after an event ends, and much more!

It can also be used to replace all of the main/free plugin’s emails with more customized emails in HTML format (or plain text, if you prefer). Just disable the emails in the main plugin’s settings, and then set up appropriate triggers and email templates for the emails you wish to send with this extension.

You can also manually send out any email to any list, using any email template, which is perfect to send out notifications when a new event is added (you can manually trigger the email from a form on the tasks page, or from the “Send Emails” tab, after you enter and save all the info for your new sheet and tasks), as well as for anytime you want to manually control when the emails are sent.

The automatic triggers you can set up are as follows:

  • Weekly on selected days (you can select as many days as you want)
  • Monthly on selected days (select as many as you want)
  • X days before first Sheet date
  • X days before each Task date
  • X days after last Sheet date
  • X days after each Task date
  • On Signup
  • On Clear Signup
  • On Sheet Filled
  • On Task Filled
  • On X Sheet spots remaining
  • On X Tasks spots remaining

You can select one or more sheets for each trigger you define, or you can choose to have the trigger applied to All Sheets.

For each trigger you create you can optionally define conditions for which sheets should be included and/or if the email should be sent.

The first condition is “Conditional Days”, which allows you to specify a cutoff number of days to filter out sheets to be included in the email. For example, if you are sending a weekly summary email and you have selected “All Sheets”, you can then set the conditional days to 7 days, and it will only include sheets where the start date is within the next 7 days.

The second condition is based on the number/percentage of spots open, or number of days, and is set through 4 fields:

  • Condition Key: Tasks, Sheets, or Signup – lets you decide what the condition applies to, either number/percent of spots on whole sheet/task, or next/previous days for Signup
  • Condition Value Type: Select between XX number/percent of spots OPEN, or next/previous XX days
  • Condition Value: Type in your number
  • Condition Operator: For Sheets/tasks select between “More than” or “Less than” the number/percent of spots open. For Signup select between “Within Next” or “Within Previous” number of days.

When creating an email trigger, or sending emails manually, you can select between several built-in mailing lists, or you can create a custom mailing list. The mailing list options are:

  • Matching Sheet/Task Signups – this emails all signups found for the selected sheets, as long as those sheets meet any conditions you set
  • All WordPress Users – emails all the current WordPress users in your database
  • All Signups still in database – gets all the unique emails from the main plugin’s signup database
  • Individual Signup Email – Will use the individual signup email that triggered the action (for signup or clear actions)
  • All WordPress Users and All Signups still in database – a combination of the previous two selections, but using only unique emails (so no duplicates)
  • Custom – Use a mailing list you create yourself on the Mailing Lists page

Screenshots

Automated Emails General Settings
General Settings
Automated Emails Triggers List
Email Triggers List
Automated Emails Emails List
Email Templates List
Automated Emails Mailins Lists List
Custom Mailing Lists
Automated Emails Scheduled Events
Scheduled Trigger Events
Automated Emails Send Emails
Send Emails page
Automated Emails Tests
Tests page
Automated Emails Edit Trigger Weekly Summary
Add/Edit Trigger – Weekly Summary Example
Automated Emails Edit Trigger More Volunteers Needed
Add/Edit Trigger – Volunteers Needed Example
Automated Emails Edit Trigger Signup Cleared
Add/Edit Trigger – Signup Cleared Example
Automated Emails Edit Trigger Thank You
Add/Edit Trigger – Thank You example
Automated Emails Edit Email
Add/Edit Email Template
Automated Emails Tasks Page Notification Form
Tasks Page – Manual Notification Email Form
Automated Emails Edit Custom Mailing List
Add/Edit Custom Mailing List

 

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  • Published: September 29, 2022
  • Licensed: Yes
  • Current Version: 1.3.0
Changelog

Version 1.3.0 - February 21, 2025

  • Added "Matching Signups Only" checkbox to Triggers, to control which signups are included in the sent emails when there are multiple signups and multiple emails in the list. See the documentation for more details.
  • Added the Template Tags helper from the main plugin to the admin pages for email templates.
  • Added unique template tags to the Template Tags Helper for Automated Emails. These will only show on the Automated Emails admin pages, and will not show on the main plugin email templates.
  • Reworked built-in template tags function to make use of the template tags class from the main plugin and remove redundant code. Requires version 5.5.0 or later of the main plugin.
  • Logic updates for the "signup" additional condition key, and for the new "Matching Signups Only" checkbox condition.
  • Tested with PHP 8.4.2 and WordPress 6.7.2

Version 1.2.1 - February 8, 2025

  • Fixed javascript bug on admin side that was resetting the selected values for Additional Conditions after hiding/showing options based on the Condition Key. Even though the correct values were being saved, and the triggers were functioning according to the saved values, the javascript was resetting the displayed value on the edit trigger page back to the first option after hiding unavailable options.
  • Tested with PHP 8.4.2 and WordPress 6.7.1

Version 1.2.0

  • Added "Signup" as an additional condition key, where you can specify with the next or previous XX days for the signup to be included in the triggered emails.
  • Logic fixes for certain types of scheduled trigger events that were not working correctly
  • Renamed the first Email List option from "Selected Sheet Signups" to "Matching Sheet/Task Signups" and updated the logic so that the email list will only be built from sheets/tasks that match the trigger conditions
  • Added/Reworked logic so that triggers that work on X days after or X days before a task will work properly with Recurring sheets, where the tasks have multiple dates and signups are for one specific date.
  • Test button for each trigger on the scheduled trigger events page will now also pass the scheduled date to the test function, so the tests will simulate the actual scheduled event date.
  • Updates/fixes to the simulated date on the Tests page, to ensure any scheduled triggers on or before that date will get triggered when the Run Test Date button is clicked.
  • Added main plugin as a requirement in plugin header info to make sure main plugin is activated before this plugin can be activated
  • Update software licensing plugin updater class to latest version and rename to unique name to avoid conflicts with other plugins using older versions of the same class
  • Minor change to multi-site network activate function for best practice method
  • REQUIRES version 5.0 or later of the PTA Volunteer Sign Up Sheets plugin. Integrated with newer methods introduced in version 5.0 of the main plugin.
  • Tested with PHP 8.4.2 and WordPress 6.7.1

Version 1.1.4

  • Minor code cleanup and optimization
  • Update software licensing plugin updater class to latest version and rename to unique name to avoid conflicts with other plugins using older versions of the same class
  • Tested with WordPress 6.7.1 and PHP 8.3.13

Version 1.1.3:

  • Minor fix to make sure a sheet is included in the selected sheets for a trigger before doing any actions with it to prevent triggers for different specific sheets to be fired from a common event such as a signup or a clear action.
  • Tested with PHP 8.2.10 and WordPress 6.5.3

Version 1.1.2: Bug fixed for software updater where wrong plugin ID constant was used

Version 1.1.1: Added the {signup_email} template tag for use in the emails

Version 1.1.0:

  • Added "Signup" as an email list type to allow a trigger to send an email to the specific signup email for signup & clear actions, allowing you to replace those emails in the main plugin with more customized HTML or plain text emails
  • Compatible with Custom Fields version 1.7.0, which allows you to use custom fields tags in the email templates

Version 1.0.2 - Fixed a potential divide by zero error when checking sheet/task additional conditions, which could cause some trigger emails to not get sent if they use the additional condition

Version 1.0.1:

  • JavaScript update to properly show/hide fields based on email source selections when creating a custom mailing list
  • JavaScript update to show/hide the corresponding message body text areas depending on content type selected, on the add/edit email template page

Version 1.0.0 - Initial release

Stephen Sherrard Plugins - WordPress Plugins from Stephen Sherrard
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