Send an email to an applicant or contact

You can email an applicant or an employer contact straight from their record. enrola sends the email and keeps it as an Email activity on the record, so your team can see what was sent. Users, Admins and Team Owners can send emails. Read Only users cannot.

Some emails have their own buttons instead:

status emails, when you change an Application's status. See Write the email a status sends.
Request more info. See Ask an applicant for more information.
sharing an applicant profile. See Share an applicant profile with an employer.

Email an applicant

Open the Application.
In the Activities panel, select Add. The window shows the applicant's name and email address at the top.
Set Type to Email.
Type a Subject.
Write the email in Note. See Format text with the editor.
To attach files, open the Attachments tab and add them.
To copy someone in, type one email address in Add CC.
Select Save.

enrola sends the email straight away.

The activity window with Type set to Email, a Subject, the Note editor holding the message, and the Add CC box.

Email an employer contact

Open the Employer or the Contact.
In the Activities panel, select Add.
Set Type to Email.
Check the Employer and choose the Contact Name. The email goes to this contact's email address.
Type a Subject, write the email in Note, and add any attachments or Add CC.
Select Save.

enrola sends the email straight away.

You can also start from Employers → Activities → Add.

What the recipient sees

The email comes from enrola's sending address, with your name as the sender.
Replies go to your own email address. They do not come back into enrola, so keep a note of anything important on the record.
The email is sent exactly as you wrote it in Note, without your organisation's logo or colour.

After you send

The email shows in the record's Activities panel, with the type email and today's date as its due date. To mark it done, open it, choose Completed and Close, and select Save. See Record calls, emails, meetings and reminders as Activities.

Good to know

An email is sent once, when you first save the activity. Editing the activity later does not send it again.
Merge tags such as [@application_first_name@] don't fill in here. Type the person's name yourself.
Add CC takes one email address.
To send the same email to a colleague as well as the applicant, put the colleague in Add CC. They see the applicant's address.
enrola doesn't send bulk emails from activities. To email many applicants at once, use a status email. See Act on several Applications at once.