Automations: Send Email Action

When creating an Automation, you'll have the ability to select Send Email as an available Action. Selecting this option will send a standard email when a specified Trigger is fired.

Tip: Review these 10 Powerful Automation Examples to help optimize your workflow and improve efficiency.

To add the Send Email Action to an Automation:

• Start by creating a new Automation
• After entering your Automation details and corresponding Trigger, select Send Email from the Action drop-down

• The Schedule field can be used to select when you would like this email to be sent. The default setting is Immediately
  • You can elect to set a future date and time by clicking this drop-down and selecting Specify instead.
    • If the date in the future falls on a weekend, the email will instead be sent on the following Monday

• Set the appropriate From Address 
  • Selecting User Performing Trigger will always default to the address of the person triggering the automated email.
    • Checking the Append user's default signature to email template (if available) option will automatically add the senders default signature.
• The To field will auto-populate based on the selected Trigger.
  • Recipients for each Trigger type are listed below:
    • Move to Pipeline Stage: the Candidate
    • Disqualify from Pipeline Stage: the Candidate
    • Move to Person Hotlist Category: the Person record
    • Move to Company Hotlist Category: the Company record
    • Move to Job Hotlist Category: the Job Contact(s)
      • Note: emails are individually sent to each Job Contact listed

• The Email Subject is a required field and displayed when verifying email actions before they send.
• The Activity Type selection offers you flexibility to assign a Custom Activity Type. This could be used to help differentiate between standard and automated emails.
• You have the option to apply a Related Job and include Attachments to the email.
  • It's important to remember that these will be included each time the email is triggered. They are often coupled with Hotlist Triggers for more specific outreach to a candidate or client on a predefined topic.
• Enter and format desired text in the body of the message.

• Once the Automation is configured, it will be visible to and activated for all users in your agency
• All users, regardless of permissions, will be able to send the associated email when they perform the associated Trigger.
• You can view and edit your future scheduled emails in the Automations Log.

Note: When a Send Email action is assigned to a Move To Pipeline Stage Trigger, moving candidates Pipeline Stage in mass will prompt individual emails to each of these candidates. These emails will count toward your email limit.