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.