Send an Interview Confirmation
📌 Note: You must add an interview to the applicant before you can send an interview confirmation.
⚠️ Important: If an interview has not been added in Applicant Actions, you cannot continue.
To send an interview confirmation to the applicant and contact, please follow the below steps:
Click My Actions and then click Applicant Actions
Use the quick search to find the correct applicant
Select the Applicant and click Action and then click Interview Confirmation
The Interview Confirmation Wizard opens:
Step 1 - Validate:
Select the Client and click Next
Step 2 - Set Options:
Select the documents you wish to send to the applicant
Select the documents you wish to send to the Client
Click Next
Step 3 - Merge Emails:
Click Merge Fields button to perform the merge for Applicant and Client
You can Re-Merge either or both if needed
Step 4 - Email Applicant:
You can select the template to use
Review or update the subject or message
Click Next
Step 5 - Email Client:
You can select the template to use
Review or update the subject and message
When ready, click Send to issue both confirmations
You will receive a message toast confirming the message has been added to the mail queue