Overview

Eightfold Talent Acquisition (TA) consists of an email editor that is displayed whenever an email contact is attempted by a user. This tool helps you manage email communications with candidates and contacts easily. It provides an intuitive interface for managing email recipients and message details.

You can access this email editor from any of the following pages:

• Candidate Profile
• Global Search
• Position Pipeline
• Event Pipeline
• Community Pipeline
• Hiring company pipeline for workforce exchange
• Project pipeline for careerhub
• Careerhub people search
• Eightfold Chrome extension

Key capabilities

• Utilize and update email templates: select from your existing saved email templates, and change them directly within the editor.
• Apply Position or Community context: select a specific Position or Community context for your emails. The email editor displays the relevant information in the header.
• Control sender information: modify the From email address, and add or edit new email addresses directly in this section.
• Preview emails: see how your emails appear to candidates before sending them. The preview populates all variables, providing an accurate representation.
• Schedule emails: plan your emails to be sent at a later time.
• Create follow-up emails: easily create additional follow-up emails or remove existing follow-ups without the need for template edits.
• Input validation: benefit from UI validation and error handling for input fields, such as email addresses and variables.
• Search variables: search for a specific variable, and add it directly within the email.

How to use

The Email Editor offers a comprehensive set of tools to manage your email communications.

Start an email

1. Navigate to the Candidates tab (For example, Leads tab within the desired position). Find the candidate you want to contact in the list.
2. Hover over the candidate's row to reveal action icons. Click the Contact (envelope) icon and select Email from the dropdown menu.

Within the email editor

When the editor window opens, you can manage your message and recipients:

• Manage email recipients and message details: modify who receives your emails and adjust the content of your messages.
• Add missing email addresses: if a candidate's email address isn't yet on file, the To field shows their name with a question mark.
  • Click the candidate's name in the To field.
  • A dialog box appears. Type the candidate's email address into the input field.
  • Click + Add Email.
  • A confirmation message appears, and the recipient's email populates the To field. This allows you to add email addresses without leaving the composer.
• Compose and send your email:
  • Select a template or write your email in the body.
  • (Optional) Click Preview at the bottom to see how the final email looks.
  • Click Send when you’re ready.
  • After sending, a confirmation message appears at the top of the screen. This action is recorded in the candidate's activity history.

Multiple email addresses for sender

The email editor assists users having multiple email addresses and selecting which one to use as the sender when composing emails. This system allows team members to send emails that appear to come from other people in your organization. For example: An assistant could send emails on behalf of their manager.

Configuration

Configure the below within the 'email_config'.

• 'allowsendingonbehalfof': enable this to allow users to send emails on behalf of someone else.
• 'requireauthorizationtosendonbehalfof': adds a security layer, using which an explicit approval by the email owner is required before someone can send an email on their behalf.