Send Email

Overview

This playbook covers how to send a one-off email to a candidate 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, Smartlines, opt-outs, and message logging.

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How Do You Send an Email to a Candidate?

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 candidate you want to email. A side drawer opens with the candidate's profile summary.
3. Click Send Message.
4. Select Email from the dropdown.
5. In the Send Email modal, type your message in the body field. 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 a candidate without leaving the board.

1. Open the position, go to the Submissions tab, and switch to Kanban view.
2. Find the candidate's card in the pipeline.
3. Click the envelope icon on the card.
4. In the Send Email modal, type your message in the body field. The subject line is pre-filled and can be edited.
5. 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. Click Action next to the candidate's row.
3. Select Send Email from the dropdown menu.
4. In the Send Email modal, type your message in the body field. The subject line is pre-filled and can be edited.
5. Click Send in the bottom right corner.

Method 3: From a workflow automation

1. Open the position, navigate to the Submissions tab
2. update a submission to a workflow stage that has a send email automation configured

See -> configure

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Related Topics

107 - Communications — Full product knowledge on how communications work in Leadline
1302 - Send-SMS-Text — Instructions for sending an SMS text to a candidate
1303 - Send-Bulk-Email — Instructions for sending emails 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