Sending Emails

Overview

To improve efficiency communicating with applicants, you can create a series of email templates that you can easily send to applicants. 

Create an Email Template

1. From the Settings menu, open the Application Setup section, then select Email Templates. 
2. Click the + icon.  
3. Under Template Settings, name the template (the template key automatically populates). Then, under Email Headers, either leave the default address information as is or click Customize to update it.
   
   
    
4. In the Message box, construct your email. The email editor allows you to:
   • Add general formatting options (i.e., headings, bolding, bullets, etc.).
   • Add links. 
   • Add images and videos.
   • Insert merge fields to personalize your message. 
     
     
     
     Notes:
     • Attachments cannot be added to email templates but can be included when sending the message.
     • When you add a merge field, you can preview how the email will appear to applicants (if multiple values are present for a merge field, the system will include them all in a comma-separated list).
       
       
        
5. Be sure to Save Changes when done. 

Send an Email

You can send an email in two ways:

1. Send an email to multiple applicants via the Applications Grid.  
   
   
    
2. Send an email to an individual applicant using the More Options Tab. 
   
   

Once the email editor opens, you can select the template (or alternatively construct a new message), make any modifications, and add attachments. Additionally, you can preview the email's merge fields and send test emails to yourself and others.