Sending Form Letters

Job Information

Job Information templates are used to send information regarding a position to a name record or list of name records Access the position whose information you would like to populate the letter Choose Email from the action menu Use the Template button to choose the appropriate template Enter the Subject of the Email Choose any additional settings Use email to compose your email, enter your subject and complete your To/CC/BCC Use send options to send as a meeting request, request a return receipt, and choose a level of importance. You can also choose to mark as private email, or combine Read more

Pipeline Emails

Sending from the Pipeline Access the position pipeline from the action menu For the desired candidate, choose Action followed by Email Choose Template to select your Pipeline Letter Choose any additional settings Use email to compose your email, enter your subject and complete your To/CC/BCC Use send options to send as a meeting request, request a return receipt, and choose a level of importance. You can also choose to include a Feedback link, mark as private email, or combine all attachments into a single PDF document. The final option here allows you to send this email to a rollup list Read more

Interview Letters

The most common use of Interview Letters is the ability to create an automation plan or bulk email within a pipeline. Other uses of interview letters include web automation plans Creating a Pipeline Automation Plan Select System from the main toolbar Choose Manage Field Data Choose Interview Status Codes Manage Automation Plans can be found in the action toolbar to your right. Select Add Check the box “Warn before running automation plan” if you wish to receive a warning when this automation plan is about to run. Use the Dropdown to Select Interview Type/Status Please Note: Automation plans must be tied to an Interview Status. If Read more

Position Letters

Position Letters can be sent to an individual record, rollup list, or a list of search results. They are best used to send information regarding a specified position. Sending to an individual Select a Name record you wish to email Hover over the desired email address Choose the Form Letter icon which appears furthest to the right Choose Attach POS Info Select a Position will appear at the top of the window, click into here to choose the Position the letter will be referencing Select the desired letter by choosing Action-Email Send Sending to a group Access a  Name rollup Read more

Company Letters

Company Letters can be sent to an individual record, rollup list, or a list of search results. They are best used to request more information, marketing. and agreements. Sending to an individual Select a Company record you wish to email Hover over the desired email address Choose the Form Letter icon which appears furthest to the right Select the desired letter by choosing Action-Email Send Sending to a group Access a  Company rollup list or a group of Company search results Select the desired Companies to send your letter to Choose the Email icon from the Action toolbar Choose Click to Read more

Name Letters

Name letters can be sent to an individual record, rollup list, or a list of search results. They are best used to send voicemail follow ups, request more information, or for marketing purposes. Sending to an individual Select a name record you wish to email Hover over the desired email address Choose the Form Letter icon which appears furthest to the right Select the desired letter by choosing Action-Email Send Sending to a group Access a  Name rollup list or a group of Name search results Select the desired names to send your letter to Choose the Email icon from Read more