Communicating with Applicants

Sending Emails

You have several options to send emails:

• Send coordinated emails using Campaigns or Quick Messages via the software's marketing tools (where available)
• Send an email template to an individual applicant
• Send a one-off email to a group of applicants
• Send an email template to a group of applicants
• Email applicants via workflow or automation rule

The easiest way to send emails is from the Applications Grid. To do this:

1. Go to the Applications Grid and select your desired filters, or search for your desired applicant(s).
2. Click the checkboxes to the left of the desired applicants’ names or click the checkbox at the top left to select all applicants on the page.
3. If the list of applicants extends past the first page, you’re presented with an option to select the entire batch. Click Select all… to include all of the applicants.
4. From the menu that appears on the bottom, click Email to send an email to these applicants.
   
   
5. From the Send Email panel, select an email template, if applicable, and adjust your email settings as desired. The templates offered here are those created under Email Templates in the Application Setup section of the Settings Menu and are separate from Marketing emails and System emails.
   
   
6. If you want to send an email that is not from a template, create it from scratch using the Message section.
   
   
7. Review the email using the Preview or Send Test Email options.
8. When ready, click Send.

Note that the process above describes sending emails from the Applications Grid in Outcomes. Alternatively, you can send emails to individual applicants by clicking Email under the More Options (3-dots) menu on an application.

Visit the Marketing section to learn about sending emails using the more advanced tools available with the Campaign features.

Reviewing Your Email History

Outcomes allows you to see the history of emails that have been sent to applicants. To view these emails:

1. Select the Activity view from the Navigation Menu.
2. Click Emails from the options at the top.
3. Now from the Sent Emails page, scroll to view your email history, or use the search icon to search for emails by their subject.