Question: PTO Manager integration with PEX
Can PEX be integrated with PTO Manager so that emails can be sent via PEX without having to import addresses via Excel?
Asked by jvarra
Advice from PTO TodayRose H writes:
Yes, PEX can be integrated with Volunteer Manager, which is part of PTO Manager.
Here's the set of directions you need: 1- Get your Volunteer Manager account ready - Go to Set Up, then School, scroll to the bottom of the page, click on the box next to Use PEX as my email Program, click save. Logout of Volunteer Manager. When you log back in, all of your emails will be sent via PEX.
2. When you select Send Email in Volunteer Manager, you will be asked to enter the email subject and list name (these can be the same) for example, Bake Sale Reminder 12-10-12. When you press send, you will be taken over to the GroupVine PEX site where you will be asked to enter your PEX email and password. You can then create your email and send it off. A record of the email will be stored in the Email Archive section of your PEX account. Also, you can get in touch with one of our customer support folks if you have additional questions. Try Cheryl Balanbanis at firstname.lastname@example.org
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