Send Bulk Email

Overview

This playbook covers how to send a bulk email to multiple candidates at once in Leadline. There are three ways to do this: from the Candidates page, from the Submissions Kanban view, or from the Submissions list view.

→ See 107 - Communications for full product knowledge on how communications work in Leadline, including templates, opt-outs, and message logging.

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How Do You Send a Bulk Email to Candidates?

Method 1: From the Candidates Page

Best for when you're working from the candidate's overall profile rather than a specific Position's pipeline.

1. Go to the Candidates tab.
2. Select the checkboxes next to the candidates you want to email.
3. Click Send Message in the toolbar that appears above the table.
4. Select Email from the dropdown.
5. In the Send Email modal, all selected candidates appear in the To field. Enter your message in the body field, and edit the subject line if needed.
6. Click Send in the bottom right corner.

Method 2: From the Submissions Kanban View

Best for when you're already visually scanning a Position's pipeline and want to message candidates without leaving the board.

1. Open the position, go to the Submissions tab, and switch to Kanban view.
2. Select the checkbox on each candidate card you want to email.
3. Click Send Message in the toolbar that appears above the columns.
4. Select Email from the dropdown.
5. In the Send Email modal, all selected candidates appear in the To field. Enter your message in the body field, and edit the subject line if needed.
6. Click Send in the bottom right corner.

Method 3: From the Submissions List View

Best for when you're working through a Position's Submissions in table form, especially when cross-referencing other columns before messaging.

1. Open the position, go to the Submissions tab, and switch to List view.
2. Select the checkboxes next to the candidates you want to email.
3. Click Send Message in the toolbar that appears above the table.
4. Select Email from the dropdown.
5. In the Send Email modal, all selected candidates appear in the To field. Enter your message in the body field, and edit the subject line if needed.
6. Click Send in the bottom right corner.

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Related Topics

107 - Communications — Full product knowledge on how communications work in Leadline
1301 - Send-Email — Instructions for sending an email to a candidate
1304 - Send-Bulk-SMS-Text — Instructions for sending SMS texts to multiple candidates at once
1306 - Create-Email-Template — Instructions for creating a new email message template
125 - User-Permissions — Learn about permissions that affect sending communications