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How To: Send Bulk Email

You can start sending Bulk Emails to your Contacts and Candidates after enabling Email within your Crelate ORG. Users can send Bulk Email either from the Job Board or from the Contacts header. Users may send Bulk Emails up to 100 Contacts and Candidates at a time, depending on the number of records selected. Users may use pre-formed Templates or custom email messages each time they send out a Bulk Email.

Setting Up Bulk Email

The bulk email feature requires additional setup before it can be used. You will need to insert information into your Domain Name Service Provider (this is often goDaddy or Hostgator), and a high level overview of what we'll need to configure is described here: GoDaddy Bulk Email Configuration.  For assistant setting up bulk email, please contact support@crelate.com.

Using Bulk Email

To send a Bulk Email from the Contacts menu, first select any number of Contacts. Click on Selected Contacts and then select Send Bulk Email.

 

Composing Email

The Preview Email dialogue will appear on your screen. From here, you can either create a custom email message or use a prefilled template. Click either “Begin writing an email” or “Select an Email Template”.  For Help with Creating Email templates, please review: Using Email Templates

 

You can set both a Regarding (any existing Job in your system). Users can also set a custom Subject or use prefilled data slugs (used from the dropdown menu on the Subject line). After entering all the relevant information in the textbox, Users can verify how their email will appear to the recipient Contacts by clicking on their information in the left column. This column will also alert users if a selected Contact does not have an email set on their record.

NOTE:  that while highlighting a Contact’s name, users cannot edit the template – they must click View Template to continue editing.

On the right column, there is information on how to format your Bulk Email contents. Once the User enters all the relevant information on the Preview Email dialogue, click Send. The Contacts selected, so long as they have an email address set on their record, will receive the email and the related Bulk Email activity will appear on their Activity Feed.

Sending from the Search Board

To send a Bulk Email from the Search Board, select any Job and then any number of Candidates. Then click Selected Contacts and then Send Bulk Email. The process for sending Bulk Email is the same as written above.

 

Summary Steps:  (From the Contacts Menu) Home | Contacts | [Any Contacts] | Selected Contacts | Send Bulk Email | [Any Option] | [Any Details] | Send

Summary Steps:  (From the Job Board) Home | Job Board | [Any Job] | [Any Candidates] | Selected Contacts | Send Bulk Email | [Any Option] | [Any Details] | Send

 

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