Automated Emails Guide – How to Set up, edit and delete

Communicating with your applicants is a great way to foster relationships with them and increase their excitement about joining your company. 

Setting up automated emails can help you save time but more importantly, it ensures that you never forget to send critical emails to your applicants. 

Each funnel stage in your job funnel will need to have its own "email automation" set up so that when applicants are moved into a new funnel (with email automation set up), they will automatically receive the email that relates to the new funnel stage.  

Important note: You'll notice that you can't make adjustments to the default funnel stage, "Applied." On your "Recruiting settings" page (Recruiting > Settings tab), the "Automatic Email" you set up here will be automatically sent to applicants when they apply for your job post. 

Other ways to email applicants

If you don't want to set up an automated email or want to send a bulk email to everyone in a funnel stage, learn how in this article. If you need to send an individual email to a specific applicant, click here to learn how. 

This article will review how to:

How to set up an automated email

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Quick steps

Recruiting > Select the job post > "Funnel" tab > Select "Funnel stage" and click three dots > "Add email Automation" > Set up the auto-email details > Send a "test email" > "Save" or "Save and Send" 

  1. In "Recruiting," select the job post you need, then click the "Funnel" tab.
  2. Find the funnel stage you want to add the automated email to and click the three dots. auto-email.png
  3. Select "Add Email Automation" from the dropdown menu.
  4. You'll be directed to the "Set up Email Automation" page where you can enter the email details
  5. After you've drafted your email, you can send a "test email" to ensure everything is correct.
  6. When you're ready, click the "Save" button and you'll see two options on the dropdown menu:
    - Save: This will save the automatic email on the funnel stage

    - Save and Send: This will save the automatic email on the funnel stage and send it to all applicants in this funnel stage.

Sending an Automated Email

Once the auto-email is set up on the funnel stage, an "auto-email" icon will be displayed under the funnel stage name. 

When an applicant is moved to a funnel stage with an "auto-email" set up, you'll get this pop-up to confirm the action:

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Click the "Send email" button if you want to send the auto-email for that funnel stage to the applicant or you can select "skip the email" if you don't want to email the applicant at that time.

Edit Email Automation

Quick steps

Recruiting > Job Post > "Funnel" tab > Click three dots on the funnel stage the "auto-email" is on > "Edit Email Automation" > Make edits > Save

1. In "Recruiting," click on the job post you need, then select the "Funnel" tab.

2. Find the funnel stage the automated email is on, then click the three dots on the top right-hand corner.
 

edit-email.png


3. Select "Edit Email Automation" from the dropdown menu and you'll be directed to the edit page where you can make changes as needed. 

4. When you've completed all changes, click the "Save" button.

Delete an Automated Email

Quick steps

Recruiting > Job Post > "Funnel" tab > Click three dots on the funnel stage the "auto-email" is on > "Edit Email Automation" > Remove > Save

1. In "Recruiting," click on the job post you need, then select the "Funnel" tab.

2. Find the funnel stage the automated email is on, then click the three dots on the top right-hand corner. edit-email.png

3. Select "Edit Email Automation" from the dropdown menu.

4. Scroll down to the bottom, and select the "Remove" link located next to the "Save" button. REMOVE.png

5. You'll see this warning pop-up, if you are sure you want to remove the "auto-email" click the "remove" button. Screen_Shot_2022-01-31_at_1.10.17_PM.png

The automated email is now deleted from the funnel stage.

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