Crelate can send an email automatically when your process changes, such as when a job is closed, a candidate is rejected, or a candidate or lead moves to another stage. You can set this up in your Recruiting, Business Development, Employment Search, and Sales workflows.

Set up an automatic workflow email

Select Settings > Basic Setup, then Workflows, and then select the workflow you want to change, such as the Recruiting Workflow.
Select the stage that should trigger the email.
Select Configure Rules for this Stage.
Select Send an Email Message.
Choose an existing template for this workflow, or create a new one by using the plus sign.
Complete the template: Template Name (required), From, To, Subject, and Tags, and then write the message.
Choose any additional options, such as attaching the candidate’s resume or journaling the email on their Contact Record.
Save the stage.

Choose who the email is sent from and to

The From and To options depend on the workflow. Recruiting, Business Development, and Employment Search share the same options. The Sales Workflow has its own.

Recruiting, Business Development, and Employment Search workflows

From: The email defaults to noreply@crelate.net for every new workflow stage email template. To change it, use the drop-down next to the field and choose one of these:

Action Sender’s Primary Email: Sends the email from the primary email address of the user who took the action that triggered it. If that user does not have an email credential, the email is sent from the standard No Reply address instead.
noreply@crelate.net: The default sender.
Contact’s Primary Owner: Sends the email from the primary owner of the Contact.
Shared Email Connections: Choose a shared email connection to send from.

To: Use the drop-down next to the field to choose who receives the email. Each option opens more choices:

Contact: The Contact the email is about. The most common choice is Primary Email.
Contact’s Current Company
Opportunity
Opportunity’s Company
Last Active Placement: Uses the details from the Contact’s most recent Placement Activity.

For example, to send the email to the candidate, choose Contact, and then Primary Email. The submenus offer more choices, such as the Contact’s other email addresses and their owners.

Sales Workflow

Sales Workflow emails are based on an Opportunity, so their options differ.

From: Choose noreply@crelate.net (the default), Opportunity’s Primary Owner, or Shared Email Connections. Action Sender’s Primary Email is not available.
To: Choose Opportunity, Company, or Hiring Manager. Each opens more choices.

Things to know

Workflow stage emails use their own template types, separate from My Templates and from regular Contact Email templates. A template created for the Recruiting, Business Development, or Employment Search workflow can be used across those three workflows. The Sales Workflow is separate: only templates created in the Sales Workflow can be used on Sales stages, and they are not available in other workflows. A regular Contact Email template cannot be used as a workflow email.
These emails send automatically. The user is not prompted and cannot edit the email before it sends.
To remove one, see Deleting an Automated Workflow Stage Email.
You can also use the CC and BCC fields to copy other people on the email.

Key takeaway

Open Settings, then Workflows, choose a workflow and a stage, select Configure Rules for this Stage, and then Send an Email Message. Choose or create a template, set who the email is sent from, and save the stage. Workflow emails send automatically from noreply@crelate.net unless you choose a different sender.