Sending Outgoing Email
TE Recruit’s emailer allows you to send outgoing emails directly from the software. You can send these as standard emails, or in a mass format.
There are two main ways to send an email from TE Recruit:
- From an individual Datasheet
- From a list
To send an email from an individual’s Datasheet:
- Navigate to the corresponding Person or Company Datasheet and click on the address you’d like to email
To send an email from a list:
- Navigate to a list of search results, a Hotlist, or a Pipeline
- Select the records you wish to email using the checkboxes to the left of each name
- OR select the top box to select all records in your list
- Click to expand the Action menu and then select Email
- In either case, a new email window will appear placing the email address(es) of all selected records in the Recipients field
- Select the appropriate Email Type. You’ll have two different options in the drop-down:
- A standard email is similar to sending out a message from your typical email inbox, in that all recipients will be able to see who else is receiving the message as a group
- You’ll likely use this option for daily transactional emails to individuals or groups that are working together, such as multiple contacts at a client
- When composing a new email from an individual Datasheet, it will automatically default to the standard Email Type
- A mass email prevents each recipient from seeing the other recipients for the message
- You’ll likely use this option for large email blasts to large groups of people, like potential candidates or sales prospects
- Any email can be set to the mass Email Type, but emails sent to 11 or more recipients or originating from a list will always automatically be set as a mass email
- Mass emails also include an unsubscribe link
- A standard email is similar to sending out a message from your typical email inbox, in that all recipients will be able to see who else is receiving the message as a group
- Enter a Subject and fill out the body of the email
- Click the Send Email button after your email is composed and ready to send
TE Recruit sends mass emails on your behalf, so recipients will see the email as coming from your email address, but it’s being sent out of our email servers. Therefore, you’ll want to make sure that you’re only ever emailing valid email addresses and people who expect to receive emails from you. This will help to ensure your highest rates of deliverability.
Click here to learn more about creating Email Templates
Click here to learn more about creating Email Signatures
Click here to learn more about Sent Items and Email Stats
Click here to learn more about Gmail Integration for Standard (Transactional) Emails