Email Applicant

The Email function is currently only available in the legacy interface.
If you signed in to the updated UI, switch to the legacy interface.
Click your initials (top right), select ‘Return to Legacy UI’. Return To Legacy

Use this process to email one applicant or multiple applicants.

1 - Select the Pool Folder

Select a pool folder (left side of view) to see a list of application records: pool-folder

2 - Choose the Record

To Email one applicant:

Choose an application record from the list; double-click on the record to open the record: pool-folder

To Email multiple applicants:

Click the checkbox for each applicant you wish to email, proceed to Step 3. pool-folder

3 - Open the Email feature

Click the email icon. Action

4 - Select a Template or Type Email

If you have a an existing email template, choose it from the template option. The template must be type 'EMAIL_APPLICANT'. pool-folder

Otherwise, type out/paste your email message. Be sure to complete the header information. You must enter a From: email address that ends with Enter a Label and Subject for the message. pool-folder

5 - Preview / Send

Click Preview to see the finished email(s). Click Preview again to cancel the preview. When you are ready to send the message(s) click Send.

6 - Confirmation

A confirmation dialog will confirm that the message has been sent. Action