{"id":5780,"date":"2016-06-14T21:05:49","date_gmt":"2016-06-14T21:05:49","guid":{"rendered":"http:\/\/learning2.pcrecruiter.net\/?p=5780"},"modified":"2026-03-12T19:34:26","modified_gmt":"2026-03-12T19:34:26","password":"","slug":"creating-pipeline-emails","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/legacy-pipeline\/creating-pipeline-emails\/","title":{"rendered":"Creating Pipeline Emails"},"content":{"rendered":"<p>Pipeline\u00a0emails are primarily used for sending interview confirmations to candidates and submitting resumes to clients.<br \/>\n<strong>Creating Pipeline Emails:<\/strong><\/p>\n<ol>\n<li style=\"\"><span style=\"\">Click<\/span> <span style=\"\">System on main toolbar and select Form Letters from the dropdown menu. <\/span><span style=\"\"><br \/>\n<\/span><\/li>\n<li style=\"\"><span style=\"\">Click on Pipeline Emails.<\/span><\/li>\n<li style=\"\"><span style=\"\">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.<\/span><\/li>\n<li style=\"\"><span style=\"\">Name the document. The name provided auto-populates as\u00a0\u00a0the subject of the email. <\/span><strong>Do not use symbols in the name of the letter.<\/strong><\/li>\n<li style=\"\">You will see a &#8220;Do Not Include Copy of Resume checkbox,&#8221; leave this box unchecked if you wish to include the resume (this is great when submitting candidates)<\/li>\n<li style=\"\"><span style=\"\">Type content of the email into the Text box. The toolbar within the Text area provides features for creating the Form Letter:<\/span>\n<ul>\n<li style=\"\"><span style=\"\"><strong>New Document<\/strong> button to remove existing text and start a new letter.<\/span><\/li>\n<li style=\"\"><span style=\"\"><strong>Open Document<\/strong> button to find and upload a file on your computer to the PCRecruiter Form Letter area.<\/span><\/li>\n<li style=\"\"><span style=\"\"><strong>Save Document<\/strong> button to save a copy of the letter to your computer.<\/span><\/li>\n<li style=\"\"><span style=\"\"><strong>Print<\/strong> button to send the letter to your printer.<\/span><\/li>\n<li style=\"\"><span style=\"\"><strong>Cut, Copy or Paste<\/strong> buttons to transfer content to and from your clipboard.<\/span><\/li>\n<li style=\"\"><span style=\"\"><strong>Left Justify, Center and Right Justify<\/strong> buttons to align selected letter content.<\/span><\/li>\n<li style=\"\"><span style=\"\"><strong>Format Paragraph<\/strong> to create headings, numbered lists and ordered lists.<\/span><\/li>\n<li style=\"\"><span style=\"\"><strong>Bold, Underline, and Italics<\/strong> buttons to format text.<\/span><\/li>\n<li style=\"\"><span style=\"\"><strong>Insert Picture<\/strong> icon to include images.<\/span><\/li>\n<li style=\"\"><span style=\"\"><strong>Insert Fields<\/strong> button to insert date, field data, signature, links to profiles, and\u00a0interview details<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"\"><span style=\"\">Click SAVE.<\/span><\/li>\n<\/ol>\n<p><span style=\"\">Example of Pipeline Emails:<a href=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2016\/06\/pipeline_email.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-6198\" src=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2016\/06\/pipeline_email-1024x501.png\" alt=\"pipeline_email\" width=\"940\" height=\"460\" \/><\/a><\/span><\/p>\n<div><\/div>\n<div><a href=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2016\/06\/pipeline_email_2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-6199\" src=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2016\/06\/pipeline_email_2-1024x501.png\" alt=\"pipeline_email_2\" width=\"940\" height=\"460\" \/><\/a><\/div>\n<div>Click <a href=\"https:\/\/learning.pcrecruiter.net\/pipeline-emails-2\/\">here<\/a> to learn how to send Pipeline Emails.<\/div>\n<div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Pipeline\u00a0emails 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&hellip; <a class=\"more-link\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/legacy-pipeline\/creating-pipeline-emails\/\">Continue reading <span class=\"screen-reader-text\">Creating Pipeline Emails<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"pcr-menu-id":["22750","22760"],"footnotes":""},"doc_category":[36],"doc_tag":[],"knowledge_base":[25],"class_list":["post-5780","docs","type-docs","status-publish","hentry","doc_category-legacy-pipeline","knowledge_base-nine","entry"],"year_month":"2026-04","word_count":266,"total_views":"1303","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":"Legacy Pipeline","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/legacy-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\/5780","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=5780"}],"version-history":[{"count":1,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5780\/revisions"}],"predecessor-version":[{"id":10411,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5780\/revisions\/10411"}],"wp:attachment":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=5780"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=5780"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=5780"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=5780"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}