System Email Settings & Setup

Overview

Updated 07/26/2022

Visit System Email Settings to

• Authenticate your Google domain
• Create an auto email sent to applicants/talent after they apply
• Turn on Email Unsubscribe

System Email settings overview
Accessing the System Email settings
Email Settings
    Primary Google Domain
    Mass Email Unsubscribe
System Email Templates
    Thank you Email
    Assign Tasks Email
    Start Sheet Email Templates
Setup your Email Signature

System Email settings overview

• Click here to view the video in a new window

Accessing the System Email settings

1. Click on Account & Settings
2. Click on Utilities
   
   
   
   
3. In the Search Utilities field, type: SYSTEM EMAIL
   
   
   
   
4. Click on the System Email Settings Tile
   
   

From here there are 2 sections:

• Click here to go to the Email Settings section
• Click here to go to the System Email Templates section

Email Settings

Primary Google Domain

1. Click on the Edit icon
   
   
   
   
2. Click on the Toggle switch to Enabled
3. Enter your Google Domain
   1. Example: MyStaffingAgency.com
      
      
4. Click on the Save button
   
   

Mass Email Unsubscribe

1. Click on the Edit icon
   
   
   
   
2. Select one of the 2 options available for the toggle switch.
   1. Enabled: Allows recipients to unsubscribe from the Mass emails
   2. Disabled: Does not allow recipients to unsubscribe from Mass emails
3. Click on the Save button
   
   

System Email Templates

Thank you Email

This is the automated email that is sent to the applicant, once an application is submitted.  This can also act as a confirmation to the applicant, that their information was received as well as contact information.

1. Click on the Edit icon
   
   
   
   
2. Enter information into the appropriate sections:
   1. Toggle switch: Select whether to Enable or Disable the Thank You email
   2. Reply To Address: Enter the email that the applicant can reply to
   3. Subject: Type in a message for the Email Subject
   4. Email Body: Add any additional information, contact, timeframes or other information that is important.  Try to provide relevant information to reduce additional questions.
      
      
3. Click on the Save button
   Note: We recommend submitting a test (application) to view how the email looks to the applicant.
   
   

Assign Tasks Email

This is the automated email that is sent to the applicant when Tasks are assigned.  This will notify the applicant of the assigned tasks to complete.

1. Click on the Edit icon
   
   
   
   
2. Enter information into the appropriate fields:
   Click here for information on Email merge fields
   
   
   1. Subject: This is the title of the email
   2. Body: This is the message being sent to the applicant.  Numerous formatting options as well as the ability to use merge fields. 
   3. Signature: This is the bottom of the email; customize it with personal or company information.
      
      
   4. Click on the Save button
      Note: We recommend submitting test tasks, to view how the email looks to the applicant.
      
      

Start Sheet Email Templates

1. Click on the Edit icon
   
   
   
   
2. Select to either Create New or Edit/Delete icons an existing template
   Note: Default system templates can't be edited or deleted.
   Example of Edit and Delete icons
   
   Click here for more information on customizing the Start Sheet
   
   
   
   
3. Enter information into the appropriate fields: 
   Click here for information on Email merge fields
   
   
   1. Template Name: Enter a name for the Start Sheet template
   2. Subject: Enter an easy to understand name (for others to use)
   3. Body: Add any additional information, contact, timeframes or other information that is important.  Try to provide relevant information to reduce additional questions.
      
      
      
      
4. Click on the Save button
   Note: We recommend submitting test tasks, to view how the email looks to the applicant.
   
   
   
   

Setup your Email Signature

1. Click on Account & Settings
2. Click on your name
   
   
   
   
3. Go to the Email Signature area
   
   
   
   
4. Type the information you want on your signature
   
   
   
   
5. Click on the Save button