Overview

Some actions in SnapHire will generate an email to a candidate, another user, an external party etc.  Any email sent will be recorded in the history section - for example, an email about an application will be recorded in the candidate's application history.


Sending an email


When you raise an action that is going to generate an email:


  1. The email form will appear. For example:
  2. To: This displays who the email is going to be sent to - this is configured for the specific action and your organisation.  For example, to the candidate to whom this application belongs to.  If you have selected multiple recipients for the message (such as in the example above), you will notice that the 'To:' field 'Candidates(s)' instead of their individual names.  When the message is sent, the candidate's name is inserted into the message (in other words, they do not know they have been messaged as part of a larger group).
  3. Cc: This displays who the email is going to be copied to (and the recipients of the email will see that this person/people received a copy).  This field may/may not be editable depending on the configuration of the specific action for your organisation.
  4. Bcc: This displays who the email is going to be copied to (and the recipients of the email will NOT see that this person/people received a copy).  This field may/may not be editable depending on the configuration of the specific action for your organisation.
  5. Subject:  This displays the subject of the email.  This field may/may not be editable depending on the configuration of the specific action for your organization.  If editable, please be careful not to remove any placemarkers (e.g. [Job title]) as these will populate information when the message is sent.
  6. Message:  This displays the email message content.  This field may/may not be editable depending on the configuration of the specific action for your organization.  If editable, please be careful not to remove any placemarkers (e.g. [Job seeker first name]) as these will populate information when the message is sent.
  7. Your signature:  This field will only appear when it has been configured for the specific action for your organisation.  If available you can make changes to your signature for just this message, or you can select 'Save changes to your signature' to update your signature information (refer to your Account tab).
  8. Depending on the action you are raising, other fields might be visible on the right-hand side of the message.  This is information that:
    1. EITHER you need to provide before sending the email, 
    2. OR the recipient needs to provide when replying to you.  When the recipient of the email has reviewed the email details, they can click on a link provided at the top of the email to reply.  When they reply, their answer will be stored against the application and a notification will appear on your SnapHire Dashboard / Overview tab.
  9. Click 'Ok' to send the message (the message will be sent immediately unless it has been configured with a 'delay' feature to send the message overnight).
  10. A copy of the message will be recorded in the history section - for example, an email about an application will be recorded in the candidate's application history.


For information on how to edit the email templates available on your site, please read the Email Templates Self-Service article.