Most clients would like a way to easily email candidates whether it's for a phone screen, to let them know they are under consideration, or even let them know they aren't interested at this time! Good news, there is a feature built into your IdealTraits account to do this. To email a candidate, the first thing you want to do is click on their name to pull up their individual personality results and contact info/resume from the Candidates list.
When you have their results up, you will see a button that says "email candidate" on the right-hand side of the screen.
Once you click that button, this screen below will pop up.
You can choose from a pre-made template in the left-hand column, which covers most potential reasons for emailing candidates. However, you also have two options to customize. You can edit all the pre-made templates if you'd like to make changes, or you can click "Add Template" to create your own email from scratch for total customization.
Click here to learn more about Creating, Managing & Using Your Custom Email Templates.
Lastly, once you are ready to send a candidate an email, you can choose when you want it sent.
If you want it sent immediately, you will click "send email" and it will be sent. However, if you want it time delayed, you can choose options from the drop down including having the email sent 24 hours later.
Emails sent from your IdealTraits account are logged in the Comments & Activity tab of a candidate's profile. All emails come from no-reply@idealtraits.com, but if they hit the reply button, it will use the ‘reply to’ notification email as the recipient. Not sure what email that is? Here’s how to check.
If you have any further questions about this article, please don't hesitate to contact us; we're here to help.
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