Placement Letters

Table of Contents

Placement Letters enable you to create email templates with placement details. Once created, you can easily send them directly from the placement record or automate sending immediately or within a set timeframe after saving the placement.

For information on creating a Placement Letter, see the document about Form Letters.

Sending Placement Letters #

You will find the option to send a Placement Form Letter using various methods:

  • Placement Screen:
    • After saving a Placement, click Email at the bottom of the placement screen.
  • From Position’s Placements:
    1. Navigate to a Position record
    2. Choose Placements from the navigation toolbar
    3. Choose a Placement by clicking on its Date.
    4. Click Email at the bottom of the placement screen.
  • From Position’s Pipeline:
    • In the Pipeline’s Placements Step, right-click on the candidate’s card and choose Email.

Within the Placement Email screen, use the Template button within the HTML editing toolbar to select the desired Placement Letter. From here, standard email sending procedures can be followed.

Automating a Placement Form Letter #

You can also create an Automation to send a placement form letter immediately upon saving or some time after the placement is saved. The automation will allow you to select the Placement Letter, the sender, and the recipient. Learn more about Automations.