Integrating Gmail for an Email Campaign

Table of Contents

Overview

Setting Up the Integration

Sending Campaign Emails on Behalf of Colleagues

Security FAQ

Integration Overview

With Findem's Gmail integration, you can send Findem campaign emails directly from your mailbox instead of the Findem email platform. This also enables the ability for you to send emails "on behalf of" another user or an alias email address.

Findem uses the official OAuth APIs provided by Gmail to allow us to perform automated outreach on your behalf to prospective candidates for recruiting purposes. Key functionalities include:

• The Findem Admin user consents/connects the integration to let Findem to send emails, get replies, and create labels all from their Gmail to enable Findem’s automated outreach functionality.
• Findem uses standard Gmail APIs to send emails and get relevant replies (if emails are sent to candidates via Findem).
• Findem users will have delegated access, giving them the ability to access emails for users who performed OAuth authentication. Revoking this access and removing this data can be easily done via the same access.

Note:

The use of an Alias address for authentication is not supported by Findem. You must use a functioning Gmail mailbox only.

Setting Up the Integration

Note:

In addition to setting up your Gmail client to let Findem send emails on your behalf, you'll need your IT admin to whitelist Findem.ai as a domain to ensure your team is notified of any alerts from Findem. 

1. As the Findem Admin user, head to the Settings page.
2. Under the Senders section, click Connect Gmail Account.
   
3. Choose your linked profile or confirm the name and email displayed on the pop-up and click Sign in with Google.
   
   
   
4. You will be redirected to the Google Sign In page. Follow the instructions and sign in to the account you wish to connect with Findem.
   
5. Click on the Allow button to allow Findem access to your Google Account. For more on what Findem is requesting from Google, check out the Security FAQ section below.
   
6. You will be directed back to Findem. You should see your connected account in the Gmail senders section.
7. Now that your Gmail is connected to Findem, you can proceed with the next steps for creating email campaigns.

Send Campaign Emails on Behalf of a Colleague

Once the integration is complete, you're now able to send campaign emails directly from your Gmail address, or connect and send the email as a colleague. To do so:

1. From the campaign in question, open the Send From dropdown and scroll to the bottom where you'll see Other Options.
2. Choose Connect/Send as Colleague (Gmail).
3. Proceed with the on-screen prompts, logging in to the Gmail account where you want to send from.
   

Security FAQ

Q: With this integration, can Findem read my company's emails?

A: The outreach functionality in Findem takes labels/categories and email history as inputs to classify any relevant replies using email headers/metadata. Only relevant reply emails (replies to a user’s Findem campaign) are read by Findem’s technology.

The matching of the relevant emails are done using Labels/Category, SMTP/Message Identifier, Thread Identifier and Sender/Receiver & Subject. Findem does not use this email content in any manner (anonymized or otherwise) other than providing value to the end user to whom the email belongs. We do not store any email or email data that is not relevant to the automated outreach feature of Findem.

Q: Why does Findem require read and write access to my company's emails?

A: Findem requires write access in order to allow our customers to send messages to prospective candidates using the customer’s email domain directly from the Findem platform. Findem does not draft/write/send emails on our customer’s behalf. The campaign functionality within Findem can be used to send a single/series of pre-scheduled emails to a shortlist of candidates. This functionality in Findem is highly customizable with the use of campaign variables (which are unique values based on the candidate profile), outreach scheduling, sending emails on behalf of Hiring managers etc.

Findem integrates with the user’s email client so that the user can reach out to prospective candidates from their own inbox.

Findem does not read any emails from the user’s inbox except for the specific emails sent from campaign functionality using Findem (detailed in the previous section). We track these emails to provide value to the customer like showing user responses within the Findem platform, stopping the campaign for the candidates who responded, and showing metrics on campaigns such as what percentage of candidates have expressed interest.

Q: What APIs are being used in this integration?

A: This integration utilizes the Gmail API. For full detail on the Gmail API, check out this article from Google Dev Center.