Placement letters can be used to notify someone internally, such as a billing department, that a placement has been made and needs to be invoiced. They can also be used to send details of the placement to the person you have placed, such as start date, direct report, etc. To create a Placement Form Letter Select System from the main toolbar Choose Form Letters Choose Placement Letters Use the Action menu dropdown to choose Add Letter In this window you will create your form letter. Enter letter Name; this will autopopulate as the email subject Choose a Username or Global Read more

Job Information Letters are great for sending details pertaining to a job to see if it sparks interest in a candidate who is not yet tied to that particular position. Creating Job Information Letter: Click System on main toolbar and select Form Letters from the dropdown menu. Click on Job Information. 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. Name the document. The name provided auto-populates as the subject of the email. Do not use symbols in the name of the letter. Read more

Pipeline emails are primarily used for sending interview confirmations to candidates and submitting resumes to clients. Creating Pipeline Emails: Click System on main toolbar and select Form Letters from the dropdown menu. Click on Pipeline Emails. 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. Name the document. The name provided auto-populates as  the subject of the email. Do not use symbols in the name of the letter. You will see a “Do Not Include Copy of Resume checkbox,” leave this box unchecked if you Read more

Interview letters are primarily used in pipeline automation plans as well as bulk emailing from your pipeline. Creating Interview Form Letters: Click System on main toolbar and select Form Letters from the dropdown menu. Click on Interview Letters. 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. Name the document. The name provided auto-populates as the subject of the email. Do not use symbols in the name of the letter. New Document button to remove existing text and start a new letter. Open Read more

Company 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 market to the company. Creating Company Form Letters: Click System on main toolbar and select Form Letters from the dropdown menu. Click on Company Letters. 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. Name the document. The name provided auto-populates as the subject of the email. Do not use symbols in the Read more

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. Creating Position Form Letters:   Click System on main toolbar and select Form Letters from the dropdown menu. Click on Position Letters. 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. Name the document. The name provided auto-populates as the subject of the email. Do not use symbols in the name of the letter. Type Read more

Name letters can be sent to an individual record, rollup list, or a list of search results. They are best used to send voicemail followups, request more information, and for marketing purposes. Creating Name Form Letters: Click System on main toolbar and select Form Letters from the dropdown menu. Click on Name Letters. 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. Name the document. The name auto-populates as the subject of the email. Do not use symbols in the name of the letter. Read more