Email Customization Options

Click on the Customize tab to start editing your campaign settings.

Each email campaign has 5 sections that can be customized. These are marked out below as with letters A through E.

Section A: Campaign Type

The two types of email campaigns differ based on their scheduling mechanisms.

• Rolling Dates - Makes it easier to time the release of multiple emails within a campaign. Best for campaigns with more than one email.
• Calendar Dates - This is an upcoming feature. Takes longer to schedule each email, but gives you more control over timing. Best for campaigns with only one email.

You also have the option to manually customize outgoing emails for each candidate in your shortlist. To enable this, check the Manually customize each message before sending box in the Campaign Types section.

With this option enabled, you will have to individually approve every outgoing email for each profile assigned to the campaign. Read the article on providing Manual Approval [To be Linked] to learn how. This can be time-consuming, so we recommend only using this option if you have a relatively small shortlist.

Section B: Custom Fields

Custom Fields lets you automatically personalize each outgoing email. These fields are dynamically updated with different values, depending on the recipient of the email. For example, custom field @candidate_name will automatically populate an email with the candidate's name before sending it out.

You can add these to your email's subject line and body by typing '@' and selecting an option from the dropdown.

You can also access this dropdown menu by clicking the @ button at the left end of the Body formatting toolbar.

For a complete list of available custom fields and additional details, refer to the Custom Fields article.

Section C: Advanced Email Scheduling

Customize the date and time your emails will be sent. The blue banner displays when your email is scheduled to send based on your selected options. By default, emails are set to send on the day you create your email campaign.

To update your email schedule, click on Advanced to view the options.

Select your preferred day of the week, time of day, and set a daily email limit for this campaign. Learn more about how to set email sending limits for your account and campaigns.

For additional details on email scheduling, refer to the Advanced Email Scheduling article.

Section D: Email Selection Policy, Email Sender, and Email Recipients

• Selecting Email Selection Policy
  This menu lets you choose what types of email address your campaign will reach out to. You can reach candidates on their work emails only, on their personal emails only, or on both work and personal emails. The 4th option, Candidates' personal emails, or work if not available, selects the candidate's personal email when available, or their work email if not.
  
  
  
  
• Email Sender Options
  Campaign emails can be sent out from Findem or from your Gmail account. To add your Gmail account, scroll to the bottom of the menu and select Connect to Gmail. 
  
  
  
  When the new window opens, click the Sign in with Google button. Then follow the steps in the Integrating Gmail Account for Email Campaign article.
  
   
  
  You can also invite one of your colleagues to connect and send emails from their Gmail account. To do so, choose their name from the dropdown, then click the Invite to Connect button. For further steps, refer to the Integrating Gmail Account for Email Campaign article.
  
  
  
  Once you've connected a Gmail account, click the dropdown again, and choose the email address you just added.
  
  
  
  You can add a CC for an outbound email by clicking the CC button next to the From field. This will make the CC Outbound Emails To field appear. Type your desired email addresses into the field.
  
  
  
  
• Email Reply Recipient Options
  You may choose to receive replies at your email address, or direct them to a separate email. By default, the From and Reply To addresses are the same. You can change the recipient email ID from the dropdown menu.
  
  If you do not see your Gmail ID in the dropdown, scroll to the bottom of the list and select Connect to Gmail to add your email ID.
  
  
  
  To connect your Gmail account, click the Sign in with Google button, then follow the steps in the Integrating Gmail Account for Email Campaign article.
  
   
  Once you've connected a Gmail account, click the dropdown again, and choose the email address you just added.
  
  
  Only Gmail addresses integrated with your Findem account will be shown in the dropdown. If you don't see the address you want, refer to the Integrating Gmail with Findem article. You can forward candidate replies to one or more non-integrated accounts by adding their email address in the Forward Replies To field.
  
  

Section E: Email Subject and Body

You can personalize your email subject and body by incorporating custom fields. For a complete list of available custom fields and additional details, refer to the Custom Fields article.

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