Send an automatic email to candidates when they apply to a Job or through your general consideration link. Set it up in Settings > Advanced > Applicant Intake Settings.
When someone applies to a Job, Crelate can send them an automatic response email. You can choose one template for Job applications and another for your general consideration link, and choose who each email comes from. You can also choose who is alerted if an application fails to process. You manage all of this in Settings > Advanced > Applicant Intake Settings.
How do I turn on automatic application emails?
Go to Settings > Advanced > Applicant Intake Settings.
Under Application Email Reply, set Automatic Email Replies to On.
Next to Use this template for Job Application Responses, choose the template that applicants should receive when they apply to a Job. To select an existing template, use the search icon. To create a new template, select the plus icon.
Next to Use this template for General Application Responses, do the same for the template that applicants should receive when they apply through your general consideration link.
Select Save.
💡 Pro Tip: Use a separate template for each field. A Job application email can speak to a specific position, while the general consideration email can thank candidates for their interest in your organization.
What can I include in the email template?
When you create or edit a template, you can set the following:
Template Name: The name you use to find the template later. This field is required.
From: Who the email comes from. Choose noreply@crelate.net, the Job’s primary owner by selecting Opportunity’s Primary Owner’s Primary Credential, or a Shared Email Connection.
Subject: The subject line candidates see in their inbox.
Body: The message candidates receive. Use Insert Data to add mail merge fields, such as the applicant’s first name or the Job Title.
Select Save when you finish. For more on creating and managing templates, see Managing Email Templates.
💡 Pro Tip: Add mail merge fields with Insert Data to personalize the email, such as the applicant’s first name and the Job Title, so each applicant receives a message that feels written for them. Select Preview this template before you save to see how it will look.
Who is notified if an application fails?
In the Send Failed Application message to field, enter the email addresses of the people who should be alerted if there is a problem with the applicant’s email or portal submission. Crelate sends an alert to each address entered, so the right people know the application did not process.
💡 Pro Tip: Enter the email address of someone who checks their inbox regularly, such as a recruiting coordinator or your Crelate Administrator, so a failed application is noticed quickly.
Key takeaway
Crelate can send an automatic email when a candidate applies to a Job or through your general consideration link. Go to Settings > Advanced > Applicant Intake Settings, set Automatic Email Replies to On, choose a template for Job applications and one for general applications, and select Save. Each template can include a name, a sender of either noreply@crelate.net or the Job’s primary owner, a subject line, a body, and mail merge fields. For steps on creating templates, see Managing Email Templates.
What's Next?
Learn how to sponsor a Job and how to add application questions to your published Jobs.