Tracking Applicant Email in SmartSimple
From SmartWiki
You can track and store all outgoing and incoming email for each applicant, provided you have setup your email account within SmartSimple.
If you don’t have an email account established, you can still send email to an applicant, but any email you receive will not be available to be stored with the applicant.
To use the applicant email features click on any applicant’s email address and you will launch the Message Centre allowing you to compose and send an email message.
Applicant activities include all emails as well as all other types of activities.
1. Click the Applicant tab.
2. Click on any applicant name.
3. Click on the applicant’s email address.
The Message Centre is displayed.
The Message Centre contains the following options:
- Template List - A list of predefined message templates that you can use for your email.
- Send By - You can choose to send the message either by email, or for internal users, you can use the Quick Message feature of SmartSimple.
- Compose - Start a new message based on the selected template. If no template is selected, you will start with a blank message.
- Preview - Display the template in the bottom panel of the Message centre window.
- Close - Close the Message center.
4. Click the Compose button.
A new message is displayed.
- The applicant email is set as the To address.
- Save As Event is enabled – this will store the email as a contact activity.
5. Type in a subject and the message.
6. Click the Send button.
The email is sent and the applicant window is displayed.
The email message is displayed as an event at the bottom of the window.
7. Click on the event.
The event is displayed.
8. Click on the Email link.
The original email message is displayed.
