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:

• Open the Create New Automation window
• Select Send Email from the Action dropdown

• Choose the Shared Email Template you want to be sent when the Trigger fires
  • Only Templates that are shared with the agency will be selectable

• 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 From field will auto-populate based on the Email Template selected.
  • If the template's From Address is set to Unspecified, the section will auto-populate with User Performing Trigger
  • If the template's From Address is set to a specific user, the section will auto-populate with that user's email address.

• 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 dropdown and selecting Specify instead
    • If the date in the future falls on a weekend, the email will instead be sent at the specified time on the following Monday

• 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.