2020 Email Editor Pages

Overview

This article shows each of the pages where the 2020 Email Editor can be used. For more general information about the 2020 Email Editor or configuration details, please see the Email Editor User Guide article.

The following pages are included: 

• Call List - Standard
• Call List - Candidate Marketing
• Long List
• Resume Manager - Share CV
• ATS v2 (Only available in Orgs using ATS v2)
  • Send Email
  • Internal Interview
  • Group Internal Interview
  • Submit With Email
  • Send Out Schedule
  • High Volume
• Registration Interview
• Job Lead Email
• Textkernel Search + Match Result Page (only available in Orgs using the Textkernel integration)

Available Pages

Call List - Standard

How It's Used

Standard Call Lists are a general purpose mass mailing tool. In Bullhorn for Salesforce, they are typically used to reach out to Candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. and alert them about new positions A job (vacancy, position, role) is an opening for which a customer's client needs a placement.. Call List Members on Standard Call Lists A Mass Mailing tool that's used to mass mail a list of candidates or clients are usually Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Contacts A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact)..

Who Receives the Email

The Contacts selected from the Call List Members list, plus any additional recipient entered manually.

Call List Members will be automatically filtered out if:

• The Candidate Status picklist on the Contact (Call List Member) record is set to Assigned, Placed, or DNU.
• The Contact record doesn’t have a value in the designated email address field, either Email or Work Email.
• On the Contact record, the Email OptOut checkbox is ticked.

Call List - Candidate Marketing

How It's Used

Candidate Marketing Call Lists are designed to be used to mass mail Client Contacts A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact). (potential employers) about Candidates. Call List Members on Candidate Marketing Call Lists are usually Client A Company is the organization where the contact works. This can also be called the Client. Contacts.

Enter the names of the Candidates you want to market in the Candidates field on the Send Email page. The default resumes of the selected Candidates are automatically attached to the email.

Who Receives the Email

The Contacts selected from the Call List Members list, plus any additional recipient entered manually.

Call List Members will be automatically filtered out if:

• The Contact record doesn’t have a value in the designated email address field, either Email or Work Email address.
• On the Contact record, the Email OptOut checkbox is ticked.

Long List

How It's Used

Sending emails from the Long List Name of a BH4SF custom object. It 'captures' Candidates that look like a good match for a Job, before the actual hiring process begins. It's like a list of potential candidates Tab or the Long List Related List on Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. records is used to reach out to Candidates that have been identified as suitable for an open position A job (vacancy, position, role) is an opening for which a customer's client needs a placement., although they have not yet been applied to the Job.

Who Receives the Email

The Candidates selected from a list of Long List records, plus any additional recipient entered manually.

Resume Manager - Share CV

How It's Used

The Resume Share page is accessible after clicking on the Share button in the Resume Manager on a Contact record. The main function of this page is to share a Candidate’s resume with a Client.

Who Receives the Email

Email recipients entered manually, typically Clients A Company is the organization where the contact works. This can also be called the Client..

ATS v2 Send Email

How It's Used

This is a generic email page that allows users to send an email (with the option of using a template or attaching a file) while working with the ATS v2 component.

Who Receives the Email

The Candidates selected from the ATS v2 user interface, plus any additional recipient entered manually.

ATS v2 Internal Interview

How It's Used

The Internal Interview The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client. page is to set up an interview between a Recruiter (internal user) and a Candidate from a Job record while in ATS v2.

Who Receives the Email

The Candidates selected from the ATS v2 user interface, plus any additional recipient entered manually. Also, the Recruiter/Interviewer Usually the client/hiring manager taking part in a Job interview. A recruiter can also be an Interviewer is added to the Cc field of the email.

ATS v2 Group Internal Interview

How It's Used

The Group Internal Interview page is to set up an interview between a Recruiter (internal user) and a group of Candidates from a Job record while in ATS v2. The Group Internal Interview collects the same information as the Internal interview (date, time, type, etc) and the same details are sent with all invitations.

Who Receives the Email

The Candidates selected from the ATS v2 user interface. The Recruiter/Interviewer(s) is added to the Cc field of the email. Each Candidate in the To field receives a separate email that contains an ICS file. The recipient will see all Interviewers but not the other Candidate's names. Recruiters/Interviewers in the Cc field all receive the same email with an ICS file containing all interviewers and all Candidates.

ATS v2 Submit with Email

How It's Used

Submit with Email is used to submit, or introduce, a Candidate to a Client Contact A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact). while working from ATS v2. After selecting the relevant candidates in ATS v2 and clicking Submit with Email, the To field is pre-populated with the name of the Client Contact (from the Contact field on the related Job record).

In the default resume section on the right, the default resume of the selected Candidate is attached.

After clicking Send, an email is sent and the Stage picklist value on the related Application V2 A BH4SF custom object introduced when new data model ATSv2 was added to the core product record is updated to Submittal The Second Stage of Job application flow. This is when the recruiter sends the Candidate CV to the client, a sort of first introduction..

Who Receives the Email

The Job Client Contact, plus any additional recipient entered manually.

ATS v2 Send Out Schedule

How It's Used

The Send Out The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client. Schedule page is used to set up an interview between Clients and Candidates.

There are three different options:

1. Enter the details in the fields on the left hand side, without enabling the Send Interviewer Email/ Send Interviewee Email toggle. When you click on Send:
   • No email is sent.
   • The Candidate’s stage is updated to Send Out.
2. Send an Email to Clients and to Candidates. By clicking on the Send Interviewer Email/ Send Interviewee Email toggle, two sub-tabs on the right are revealed where the email editor is displayed with all the standard features. When you click Send:
   • Emails are sent to Clients and Candidates which includes the email text and a calendar invite attachment.
   • The Candidate’s stage is updated to Send Out.
3. Send an Email either to only the Client or only the Candidate. Enter contact information for either the Interviewer or the Candidate, and when the email is sent, it will follow the behavior in option 2.

Who Receives the Email

The Contacts entered in the Interviewee and Interviewer fields (Job Client and Candidate), plus any additional recipient entered manually.

When multiple Candidates are selected, an email is sent to the Interviewer and Interviewee for each Send Out Schedule. This means if five Candidates are selected the interviewer may receive five separate emails. In Bullhorn for SalesforcePackage Version 5.31.1 and newer these can be consolidated so the Interviewer only receives a single email.

When enabled, the Interviewer(s) are entered in the first section on the Send Out Schedule V2 page, which is where the Interviewer Email Editor screen is available. In the remaining sections there is a toggle to confirm the email should be sent to the Interviewer but the Email Editor screen is not included. Upon sending the email the Interviewer(s) will receive a single email with multiple invites attached.

A new option will also appear in the Move Forward drop down in ATS v2. The name of this action can be customized through custom labels.

ATS v2 High Volume

ATS v2 High Volume features were introduced in the Bullhorn for Salesforce2021.05 release. The email pages (Email, Internal Interview, and Send Out Schedule) send emails in bulk mode.  See each ATS v2 section above for more information about email behavior from each specific stage.

• When sending from Send Out Schedule in bulk, if multiple interviewees are selected, each interviewer will receive a single email with an attached .ics invite for each selected candidate.
• When sending from Internal Interview in bulk the interviewer is added as a CC, so each interviewer will receive an email for each selected candidate.
• Default resumes are not included in outgoing emails in bulk mode.
• Use the Bulk Monitor component to check the progress of emails sent in bulk. The Bulk Email transaction contains the number of selected recipients, minus one because he first email sent without bulk logic. It includes the Cc and Bcc, while the remaining emails leave off those fields.

Registration Interview

How It's Used

Registration Interview is used to set up an interview with a Candidate. The Registration Interview button can be added to Candidate Contact records to allow the recruiter to quickly send out an interview invite to a candidate from their Candidate’s record.

Who Receives the Email

The Candidate from whose record the email is sent. There is no option to change the recipient and only one email can be sent at a time. The Interviewer(s) field is pre-populated with the name of the logged-in user, and a different user can be entered, but no email is sent to the User In Salesforce terminology, this is anybody that has login access to an instance. In BH4SF instances, usually the staff of recruiting companies.

Job Lead Email

How It's Used

Job Lead Name of BH4SF custom object. It stores details about a Job position not yet advertised or confirmed by a potential Client. Once the Client agrees to use the recruiter's services to fill the open position, then a Job Lead can be converted into Job record. Emails are similar to Candidate Marketing Call List emails. page layout and logic here. They enable recruiters to email potential Clients with lists of Candidates suitable for the position in the Job Lead A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs. record.

Who Receives the Email

The Job Lead Client Contact. plus any additional recipient entered manually.

TextkernelSearch and Match Result Page

How It's Used

To send emails from the TextkernelSearch and Match result list of Candidates or Jobs A job (vacancy, position, role) is an opening for which a customer's client needs a placement. returned by a search.

Who Receives the Email

When sending the email from the Candidate search result tab, the To field is pre-populated with the names of the selected Candidates. When sending the email from the Job search result tab, the To field can be populated manually with Contact names.

2020 Email Editor Functionalities Available for Each Page

	Email Activity Configuration	Email Signature	Email Opt-Out	Send as one Email	Email Templates	Attach Default resume	Attach files
Call List - Standard	✔	✔	✔	✔	✔		✔
Call List - Candidate Marketing	✔	✔	✔	✔	✔	✔	✔
Resume Manager - Share CV	✔	✔	✔	✔	✔	✔	✔
Long List	✔	✔	✔	✔	✔		✔
Registration Interview	✔	✔	✔		✔		✔
Job Lead Email	✔	✔	✔	✔	✔		✔
ATS v2 - Send Email	✔	✔	✔	✔	✔		✔
ATS v2 - Internal Interview	✔	✔	✔	✔	✔		✔
ATS v2 - Group Interview	✔	✔	✔		✔		✔
ATS v2 - SendOut A Client Submission (Sendouts, CV Sent) occurs when a recruiter sends a candidate to the hiring manager for approval to have an interview. Schedule	✔	✔	✔	✔	✔	✔	✔
ATS v2 - Submit With Email	✔	✔	✔	✔	✔	✔	✔
ATS v2 - High Volume Emails	✔	✔	✔		✔		✔
ATS v2 - High Volume Internal Interviews	✔	✔	✔		✔		✔
ATS v2 - High Volume SendOuts	✔	✔	✔		✔		✔
Email from Textkernel Search + Match Result Page	✔	✔	✔	✔	✔		✔