See Auto Mailer, for information on opening this page. This page allows you to send an adhoc or templated email to a list of preselected recipients along with attachments from the system, your own PC or the your consultant area in the system.
The following fields are displayed.
From – Select the consultant from whom this mail is being sent (this defaults to yourself).
To – This is a list of recipients (client contacts or candidates).
If these are client contacts, the names will become selectable. When clicked, the Contact Selector small window appears that allows you to select more contacts (if available) from the same client.
If there are multiple recipients, you will see a check box that allows you to select the required recipients.
Note: Recipients in the To box will not see each other as recipients, each person is sent an entirely separate email.
BCC – Select another consultant who would need to receive a copy of this email.
Master Templates – This is a list of master templates where you can select a predefined template for this particular type and method of contact (set by the admin user in mail templates), please see Automailer Templates for more details.
Attachments – Click this to add additional documents to the mail out. You will presented with the Upload manager, this has three tabs…
The first tab is My PC Docs, this allows you to browse local documents on your PC, upload them and then attach them to the current email that you are preparing.
The second tab is My Consultant Docs, this is a holding area of commonly used documents that stay available in the system (more details on how to add to this are here). Simply choose the appropriate file and click attach to add them to the current email you are preparing.
The last tab is Our Shared Docs, its identical to the previous tab except that everyone has access to it (again you can find out how to share your consultant docs here).
Subject – This is a dynamic text box that sets the subject of the email. It can use all the mailmerge tags based on the email content (this will be covered later in more detail).
My Templates – Select a list of the current consultant’s templates for this particular type and method of contact. Consultants can save their own customized templates by clicking Save As at any time. It will then appear here in the list of templates.
Please find attached the email of candidate Harry Smith in relation to your current vacancy TB-321.
Please find attached the email of candidate [CAND-FNAME] [CAND-SNAME] in relation to your current vacancy [JOB-REF].
Once everything is ready you can then send the email by clicking either Send via outlook or Send via AX.
Send via Outlook will send the email you created via your own copy of MS Outlook where as Send via AX will use Applicantextra’s own mail service to send the email. Use the former if you want a copy of the email in your Outlook sent items or you are finding mail delivery to be a problem using the other method.