Send Emails to the Clients from the System.
Written by Shruti Patel
Integrating your email with iSmartRecruit lets you send and receive emails directly in the system, making communication seamless and efficient. This means you don't have to switch between different platforms to communicate with clients or contacts. iSmartRecruit supports two-way email integration.
For more information on email integration, please refer to our detailed article.
https://help.ismartrecruit.com/other/twoway-email-synchronization
To send or receive emails, access the Client module from the left-hand side menu.
Navigation Link: https://app.ismartrecruit.com/searchClient
There are two ways through which you can send individual emails to clients.
Option 1: Choose the client you want to email and then hit the "Send Email" button located at the bottom of the screen.
Option 2: You can send emails to clients from their profile view by clicking on their name in the client module, and then selecting the "Email" button on the top bar.
Both pathways described above will guide you to a screen where you can compose and send emails directly to the chosen client within the iSmartRecruit system.
After initiating email communication, you'll see a dialogue box where you can input email details. Once completed, just click 'Send' to dispatch the email to the client.
You can choose to use a pre-created email template while sending the email as well.
To know more about creating new email templates, please refer to a detailed article - https://help.ismartrecruit.com/administration/templates
You also have the option to include an attachment, such as a document, if needed, before sending the email to the client.
Note: Email will go to all client Contacts added under the client. You can add or remove the contacts from the list while sending emails.