Emailing a candidate takes place in the candidate profile. At the top of every candidate’s timeline you’ll see a toolbar; the envelope icon is the one you need:
This will expand the window to reveal the messaging tools:
Your name will be listed as the ‘sender’ on outgoing emails from your account.
The sender email address is a unique email dropbox that will look something like <firstname.lastname@example.org>. This means that the candidate will know that the email is sent from you, but any response is routed back to your Workable account, and your personal email address is never shown to the candidate.
By default the subject line is generated automatically, and displays the job title and company name ("Job Title - Company Name"). It can be edited upon activating the Gmail Integration or Office 365 Outlook Integration.
To add a signature to the bottom of every email you send via Workable, access your Personal Profile by clicking your user icon in the upper right of Workable. You’ll find the options to style your text and upload an image if desired:
If you’d rather not have an email signature, you can keep this setting switched off.
The small photos or icons directly under the Timeline heading indicate followers of this candidate - members of the hiring team who have interacted with the candidate. All followers will receive a BCC copy of emails you send to the candidate: their addresses will not be shown to the candidate.
To remove a follower (perhaps your email is less relevant to one member of the team), hover over their icon or photo and click to delete.
To add a follower (perhaps your email is important for a specific member of the team) click the [+] icon.
Don’t forget, members of your hiring team will also be able to view the emails you send on the candidate’s profile, even if they are not included as a follower.
Email templates are available to speed up communication. Workable provides default templates for the most common types of communication. Account admins can customize and add templates by clicking their profile icon in the upper right of Workable and navigating to Templates.
To preview a message with placeholder substitutions, click the preview button (the eye icon) in the toolbar.
Receiving and replying to emails
When a candidate replies to an email you’ve sent through Workable, you’ll see a copy:
- on the candidate’s Timeline in Workable
- in your own email account
You can respond to the candidate from either location.
If you’re logged in to Workable: reply directly from the candidate’s Timeline.
If you’re not logged in to Workable: save time by replying from your external email account (e.g. Gmail or Outlook). Workable will pick up the email as it’s sent and mask your email address. The candidate will see the same email address used previously and any email you send will be tracked on the candidate’s timeline. Your external email address will not be revealed to the candidate.