Emailing candidates with standard functionality

Workable partners with a trusted email service provider to deliver your emails to the candidates. This functionality works if you are using Microsoft Exchange or other email clients, or do not want to integrate your company's Gmail or Office 365 Outlook account.

With standard functionality you can:

• Sync email threads to your inbox as long as they start in Workable
• Receive candidate replies and respond from your email inbox or from Workable
• Send bulk emails in Workable
• Use email templates
• Receive calendar events in your email inbox/calendar
• BCC a candidate's followers
• Include an optional email signature

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:

Sender

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 <uuil8994uu9p@inbound.workablemail.com>. 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.

Subject line

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.

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.

Emailing candidates through email integrations 

If your company uses Gmail or Office 365 Outlook, we suggest enabling the integration in the Recruiting Preferences menu to unlock more extra features. Along with the perks of standard functionality, you will be able to:

• Customize subject line for all your emails
• CC your coworkers in emails to candidates
• Reply to emails from candidates via your inbox without having to sign-in to Workable
• Find Workable emails under 'Sent' items in your Gmail inbox
• Send emails from your own business email rather than from a generic address
• Import any previous communication you had with the candidate from your inbox into Workable

Email signatures

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.

Followers

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.

Templates

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.