This guide will walk you through everything you need to know about email scheduling, from where to find it to how to use it effectively.
Where to Find the Email Scheduling Feature
Email scheduling is available for both candidates and contacts and can be found in three places in Recruiterflow:
Inside a candidate OR contact profile
On the (New) Candidates Page and Contacts Page
On Candidate & Contact Advanced Search
Here’s a video walkthrough of how you can schedule emails on each of these three places 👇
Please also find a step-by-step procedure of the same below:
How to Use the Email Scheduling Feature
In a Candidate/Contact Profile
Open a candidate or a contact profile and head to the email tab found above the text editor
Add the email details like the recipient address/es, subject, and email body
Now to schedule the email, click on the arrow button beside Send as seen in the image, and click on Send later
In the Date & Time window, choose the date and time as shown and click on Schedule Email
You will find the scheduled email/s in the activities tab under the Upcoming label
On the Candidate and Contact Pages
Select the profiles you want to send an email to by checking the box adjacent to their pictures and click on the Email option found at the top of the list
Verify the email details like the recipient address/es, add subject and email body
Next, follow Steps 3 & 4 listed under “In a Candidate/Contact Profile” above.
You will see the scheduled email in the activities tab of every candidate or contact under the Upcoming label
On Advanced Search
This is very similar to the Candidate and Contact page.
Note: Since advanced search is integrated with the Candidates page in the new design, you can send emails to multiple profiles at once right from there.
Head to Contact Advanced Search and apply the filters you want.
Now, follow the same steps as listed in the Candidate and Contact page process above.
Benefits of Email Scheduling
Increase response rates by sending emails when your recipients are most likely to engage.
Tailor outreach to different time zones without manually adjusting your schedule.
Plan your outreach in advance, reducing the need to monitor and send emails in real time.
Batch your email drafting and schedule them all at once, freeing up time for other critical tasks.
Avoid sending emails at inappropriate times by pre-planning the ideal send time.
With email scheduling in Recruiterflow, you’re in full control of your outreach strategy, ensuring your communication always hits the mark.