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Volunteer Routing

Incompatible with Yap 1.x Volunteer Dialers — you will have to reconfigure your setup.

Initial setup​

  1. You will need to ensure that the following config.php parameters are set. They should be a service body admin that will be responsible for reading and writing data back to your BMLT. This will not work with the "Server Administrator" account.
static $bmlt_username = "";
static $bmlt_password = "";
  1. You will need to specify Twilio API parameters. You can find this on your account dashboard when you login into Twilio.
static $twilio_account_sid = "";
static $twilio_auth_token = "";
  1. Head over to your admin login page at https://your-yap-instance/admin.
  2. Login with any credentials from your BMLT server (or a Yap-local user).
  3. Go to the Service Bodies tab and click Configure. Enable Volunteer Routing and save.
  4. Go to Volunteers, select your service body, and add volunteers with phone numbers and shift windows.
  5. Click Enable on each volunteer card, then Save Volunteers.
  6. Drag and drop volunteer cards to set dial order.
  7. Use Include Group to add a volunteer group card instead of duplicating members.
  8. Go to Schedules to preview the calendar for your service body.
  9. Place a test call to confirm routing.

Call strategies​

Configure call strategies under Service Bodies → Configure → Call Handling. See Call strategies for full detail on blasting, cycling, timeouts, and voicemail fallback.

Strategy (summary)Behavior
Linear cycleDial in order; linear strategies loop or stop at voicemail per setting.
BlastingRing all active volunteers; first answer wins; may fall through to voicemail.
RandomRandom order each attempt or one shuffled pass, per setting.

Volunteer groups expand to their on-shift members when a GROUP card is enabled on the list.

Volunteer responder​

Responder is a per-volunteer checkbox (not a call strategy). It marks who receives voicemail SMS links and similar notifications. See Volunteer responder.

Redirect and overrides​

  • Volunteer Routing Redirect: Set the mechanism to "Volunteers Redirect" and specify the target service body ID in Volunteers Redirect Id.
  • Forced Caller Id: Changes the outgoing display caller ID for volunteer outdials.
  • Call Timeout: Seconds before trying the next number (or next strategy step).

See also checking call routing, helpline call routing, and the video Call Blasting and other Call Strategies Explained.