Send To/From Option for Emails and Notifications

This article explains how to configure the "Send To" and "Send From" options for Bullhorn Automation emails and notifications. With flexible options, you can tailor email header details to fit your workflows, ensuring the right messages come from and go to the right people—just like a manually sent email.

Where to Find Send To/From Settings

You can configure these settings when adding an email to the Send Email step within an automation workflow.

1. Add the Send Email step to an automation workflow.
2. Select the template that will be used in the step.
3. Click Settings to find the To/From options.

Emails

Depending on the entity, you’ll have several record-associated options for the From field:

• Candidate Owner for a candidate automation.
• Placement/Job/Candidate Owner for a Placement or Candidate-based automation.
• Candidate Owner Reports To for all automations.

Using a Custom Email Address

If you'd prefer to use a custom email address instead of an owner-associated sender, you can specify:

• The sender's name
• The sender’s email address

Notifications

Notifications work similarly to email, except you’ll be customizing the To field instead of the From field.

For record-associated emails, you’ll have the same options based on the entity-basis of the automation.

• Candidate Owner for a candidate automation.
• Placement/Job/Candidate Owner for a Placement or Candidate-based automation.
• Candidate Owner Reports To for all automations.

Adding Custom Recipients

You can also send notifications to custom email addresses by typing them directly into the "To" field. Just like with emails, multiple addresses can be entered by pressing the Tab key between each entry.