Creating Pipeline Emails

Pipeline emails are primarily used for sending interview confirmations to candidates and submitting resumes to clients.

Creating Pipeline Emails:

  1. Click System on main toolbar and select Form Letters from the dropdown menu.
  2. Click on Pipeline Emails.
  3. Click on the plus sign under the dropdown menu on the lower frame on the right hand side of the screen to add a new letter.
  4. Name the document. The name provided auto-populates as  the subject of the email. Do not use symbols in the name of the letter.
  5. You will see a “Do Not Include Copy of Resume checkbox,” leave this box unchecked if you wish to include the resume (this is great when submitting candidates)
  6. Type content of the email into the Text box. The toolbar within the Text area provides features for creating the Form Letter:
    • New Document button to remove existing text and start a new letter.
    • Open Document button to find and upload a file on your computer to the PCRecruiter Form Letter area.
    • Save Document button to save a copy of the letter to your computer.
    • Print button to send the letter to your printer.
    • Cut, Copy or Paste buttons to transfer content to and from your clipboard.
    • Left Justify, Center and Right Justify buttons to align selected letter content.
    • Format Paragraph to create headings, numbered lists and ordered lists.
    • Bold, Underline, and Italics buttons to format text.
    • Insert Picture icon to include images.
    • Insert Fields button to insert date, field data, signature, links to profiles, and interview details
  7. Click SAVE.

Example of Pipeline Emails:pipeline_email

pipeline_email_2
Click here to learn how to send Pipeline Emails.