Email Management


 

Send Automated Emails with Templates

 

Overview

You can use Email Templates to automatically send emails to candidates. Templates align with candidate status changes and dismissal reasons. When you change a status, and when the template is tied to that status, an email will automatically go out with the content of the template.

This article will show you how to send Automated Emails and view emails the candidate has received.

Important Note

If your organization uses User Roles, Hiring Managers could change candidate status and therefore send automated emails.

Instructions

  1. Navigate to Email
    send_automated_emails_with_templates_email.jpg
  2. Apply the appropriate template under the Load Template area
    send_automated_emails_with_templates_select_template.jpg
  3. Click Load Template
    send_automated_emails_with_templates_load_template.jpg
  4. Select either Status Template or Dismissal Template
    send_automated_emails_with_templates_status-dismissal.jpg
    • Note: If you select both, your candidate will receive two (2) emails.
  5. Select applicable Candidate Status
    send_automated_emails_with_templates_select_email.jpg
    • Note: You must select at least one category of reason to align the status change/dismissal with. Emails will not send unless the status change/dismissal is aligned with a specific reason. 
  6. Click Save Template
    send_automated_emails_with_templates_save_template.jpg
    • Note: Whenever a candidate’s status changes to Passed Exam, an email sends to the candidate with the content of this email template.
      send_automated_emails_with_templates_passed_exam.jpg
    • Note: If you dismiss a candidate and set the reason to Inadequate Education, an email sends with the content of this template.
      send_automated_emails_with_templates_inadequate_education.jpg
  7. View emails the candidate has received



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