- The Outlook Add-in allows you to document email communication and message attachments into your Top Echelon Recruiting Software database directly from Outlook 365
- Open this article to click through links for step-by-step instructions on how to get up and running with the Outlook Add-In
Outlook Add-In: Creating New Records
- If you receive an email from a new candidate or contact (that you do not already have in your database), use the Add-In to create a new People records without ever leaving your email client
Mass Email to Role Email Addresses
- Role email addresses are typically managed by several people as opposed to one single person. Due to the nature of these addresses, they are susceptible to unwarranted spam reports and high bounce rates.
- Therefore, sending to them can result in a negative impact on deliverability and server reputation.
- In order to protect deliverability and server reputation for our users, Top Echelon Recruiting Software blocks mass emails sent to role accounts.
- The count of role emails that were blocked (and not sent) for a particular message can be viewed within the Email Stats section of the Sent Email Details page in Top Echelon Recruiting Software.
DMARC – Domain-Based Message Authentication, Reporting & Conformance
- Large email providers such as (AOL, Gmail, and Yahoo) have implemented tougher policies on who or what can send email on their behalf.
- Therefore, Top Echelon Recruiting Software will not send email on your behalf unless you change your email address to a domain name that you control and has an active email account.
- Please note: Integrating your Google account with Top Echelon Recruiting Software will allow you to send standard mail directly from your Gmail account, rather than from Top Echelon Recruiting Software’s email servers. Mass emails will continue to be sent from Top Echelon Recruiting Software’s email servers and therefore must be sent from an email address of your domain name.
Forwarding an Email
- Navigate to Email in the Main Navigation Bar and locate the message you wish to forward
- Click on the corresponding Email Subject
- From the Sent Email Details page, click the Forward button in the top right corner of the Message Body card
Sent Items and Email Stats
- The Sent Items tab on the Email Dashboard will allow you to view details regarding the emails you send through Top Echelon Recruiting Software
- Clicking on an email Subject will allow you to view more detailed email stats like bounces, unsubscribes, spam reports, etc.
Gmail Integration
- Expand the Sidebar in the top right corner of the page and click on Settings
- Click to expand the My Account section and select Manage Integrations
- Click the Integrate with Google button and follow the prompts to establish connection
- Once you’ve established connection, you’ll notice all transnational mail (email sent to 10 or less recipients) will be sent from your Gmail account and will show in your sent items folder in Gmail, in addition to Top Echelon Recruiting Software
- Mass emails will continue to be sent from Top Echelon Recruiting Software’s email servers
Personalizing an Email with Merge Fields
- Create a new email and navigate to the editor bar
- Click to expand the Merge Field drop-down and then select the appropriate data field you would like inserted into your message
- Click the Open Preview button at the bottom of the email to review what the email will look like to each recipient
Top Echelon Recruiting Software’s Unsubscribe Feature
- In an effort to increase the deliverability of your email being sent out of Top Echelon Recruiting Software, and to comply with the CAN-SPAM ruling of 2003, an Unsubscribe link will automatically be added to all messages with the Email Type of mass, including emails being sent to eleven (11) or more recipients in a single message.
- By providing an Unsubscribe link in all bulk emails, we are taking one of many steps to meet industry guidelines and to ensure your emails are being delivered
- The message that will be included reads as follows:
- You may unsubscribe if you no longer wish to receive our emails
- View the full help article for additional FAQs regarding Top Echelon Recruiting Software’s unsubscribe feature and instructions for re-subscribing
Edit an Existing Email Template
- Navigate to Email in the Main Navigation Bar
- Click on the Manage Templates link on the left side of the Email Dashboard
- Locate the Email Template you wish to edit
- Click the Edit Template action button in the corresponding row
- Make any necessary edits and click the Save button when complete