Configure Email Automation

Overview

This playbook covers how to configure an email automation on a Workflow stage in Leadline.

→ See 113 - Workflows for full product knowledge on Workflow Automations.

→ See 107 - Communications for more information on Email Messages and how they are used in Workflows.

Click the workflow you're adding automation to.
Click the Automations tab at the top.
Click the stage you want to add the email automation to.
Under "If submission is placed in this stage then...", click the automation dropdown and select Send Email Message to Candidate.
Configure the following fields: Email Template Select the email template you want to send. Send Message Set when the message should be sent. Include Signature Optionally include a signature on the email.
If you're not using a template, type the message in the text field.
Click "Save Automation."
Click "Save" at the bottom right.

The email automation is now configured for that stage.

113 - Workflows — Full product knowledge on Workflow Automations 107 - Communications — Learn about Email Messages and how they are used in Workflows 1008 - Configure-SMS-Text-Message-Flow-Automation — Instructions for configuring SMS Message Flow automations 1009 - Configure-Sync-to-ATS-Automation — Instructions for configuring ATS sync automations 1010 - Remove-Workflow-Automation — Instructions for removing automations from a Workflow stage