{"id":5526,"date":"2016-03-14T20:42:02","date_gmt":"2016-03-14T20:42:02","guid":{"rendered":"http:\/\/learning2.pcrecruiter.net\/?p=5526"},"modified":"2024-01-05T19:57:58","modified_gmt":"2024-01-05T19:57:58","password":"","slug":"interview-letters","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/communication\/interview-letters\/","title":{"rendered":"Pipeline Automation Emails"},"content":{"rendered":"\n<p><span style=\"font-weight: 400;\">The most common use of Interview Letters is the ability to create an automation plan\u00a0or bulk\u00a0email\u00a0within\u00a0a pipeline. Other uses of interview letters include web automation plans<\/span>.<\/p>\n\n\n\n<p>You can also send a <a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/mail-lists\/\" data-type=\"doc_category\" data-id=\"92\">Mass Email<\/a> from a Pipeline.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Creating&nbsp;a Pipeline&nbsp;Automation Plan<\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li><span style=\"font-weight: 400;\">Select System from the main toolbar<\/span><\/li><li><span style=\"font-weight: 400;\">Choose Manage Field Data<\/span><\/li><li><span style=\"font-weight: 400;\">Choose Interview Status Codes<\/span><\/li><li><span style=\"font-weight: 400;\">Manage Automation Plans can be found in the action toolbar to your right.<\/span><\/li><li><span style=\"font-weight: 400;\">Select Add<\/span><\/li><li><span style=\"font-weight: 400;\">Check the box \u201cWarn before running automation plan\u201d if you wish to receive a warning when this automation plan is about to run.<\/span><\/li><li><span style=\"font-weight: 400;\">Use the Dropdown to Select Interview Type\/Status<\/span> <ul><li><span style=\"font-weight: 400;\">Please Note: Automation plans must be tied to an Interview Status. If you are not sure what an Interview Status is, please <a href=\"https:\/\/learning.pcrecruiter.net\/interview-status-codes\/\">click here<\/a>.<\/span> <\/li><\/ul><\/li><li><span style=\"font-weight: 400;\">Open the tab for Send Form Letter<\/span><\/li><li><span style=\"font-weight: 400;\">Check the box to the far right of the Send Form Letter toolbar, this will enable the plan<\/span><\/li><li><span style=\"font-weight: 400;\">Enter the appropriate information into the plan.<\/span> <ul><li><span style=\"font-weight: 400;\">By leaving the To Email field empty the letter will send to the candidate moved into the designated status.<\/span><\/li><li><span style=\"font-weight: 400;\">By leaving From Email blank the email will come from the System Administrator email<\/span><\/li><li><span style=\"font-weight: 400;\">Enter your Letter Subject and use the dropdown to choose the appropriate letter.<\/span> <\/li><\/ul><\/li><li><span style=\"font-weight: 400;\">Save your plan &#8211; It is now active!<a href=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2016\/03\/pipeline_form_letter_automation-1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"743\" height=\"426\" class=\"aligncenter size-full wp-image-6226\" src=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2016\/03\/pipeline_form_letter_automation-1.png\" alt=\"pipeline_form_letter_automation\"><\/a><\/span><\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Trigger Your Automation Plan<\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li><span style=\"font-weight: 400;\">Access a position pipeline<\/span><\/li><li><span style=\"font-weight: 400;\">Drag and Drop a name to the Stage with which the plan is associated. Alternatively, choose Add from the Action menu and move the candidate into the appropriate Status. Learn how to move Candidates through the pipeline <a href=\"https:\/\/learning.pcrecruiter.net\/adding-an-interview\/\">here<\/a>.<\/span><\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"<p>The most common use of Interview Letters is the ability to create an automation plan\u00a0or bulk\u00a0email\u00a0within\u00a0a pipeline. Other uses of interview letters include web automation plans. You can also send a Mass Email from a Pipeline. Creating&nbsp;a Pipeline&nbsp;Automation Plan Select System from the main toolbar Choose Manage Field Data Choose Interview Status Codes Manage Automation&hellip; <a class=\"more-link\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/communication\/interview-letters\/\">Continue reading <span class=\"screen-reader-text\">Pipeline Automation Emails<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"pcr-menu-id":[],"footnotes":""},"doc_category":[70,35],"doc_tag":[],"knowledge_base":[25],"class_list":["post-5526","docs","type-docs","status-publish","hentry","doc_category-communication","doc_category-pipeline","knowledge_base-nine","entry"],"year_month":"2026-04","word_count":255,"total_views":"1302","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learning.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"Communication","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/communication\/"},{"term_name":"Pipeline","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/pipeline\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRecruiter 9","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/","term_slug":"nine"}],"knowledge_base_slug":["nine"],"_links":{"self":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5526","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=5526"}],"version-history":[{"count":7,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5526\/revisions"}],"predecessor-version":[{"id":12117,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5526\/revisions\/12117"}],"wp:attachment":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=5526"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=5526"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=5526"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=5526"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}