- 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
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
Creating an Email Signature
- Navigate to Email in the Main Navigation Bar
- Click the Manage Signatures link on the left side of the page
- From the Manage Signatures Page, make sure that the Choose a signature drop-down is set to New Signature
- To update an existing signature, select it from the Choose a signature drop-down to make edits
- Enter a Name, check the box if you want to make it your Default Signature, enter the signature details, and click Save when complete
How to Send a Mass Email
- Navigate to a list of search results, a Hotlist, or a Pipeline
- Select the records you wish to email using the checkboxes to the left of each name
- Click to expand the action icon and select Email
- If the email is being sent to 11 or more recipients, it will default to send as a Mass Email meaning the messages will be sent individually
- Click the Send Email button after your email is composed and ready to send
Sending Outgoing Email Through Top Echelon Recruiting Software
- To send an individual email:
- Navigate to a Datasheet and click on the address you’d like to email
- To send a Mass Email:
- Navigate to a list of search results, a Hotlist, or a Pipeline
- Select the records you wish to email
- Click the Select an Action drop-down and select Email Selected