Opening the email/SMS interface
There are several ways to start sending an email or SMS to a Contact or Candidate.
Contact Grid View - Email/SMS to multiple Contacts
Access the Contact Grid View by navigating to View > Contacts > All Contacts.
Filter the list as required then use the tickboxes to select the Contacts you'd like to contact. Alternatively, click Select All.
Within the Toolbar, click Email / SMS > Contact.
Candidate Grid View - Email/SMS to multiple Candidates
Access the Candidate Grid View by navigating to View > Candidates > All Candidates.
Filter the list as required then use the tickboxes to select the Candidates you'd like to contact. Alternatively, click Select All.
Within the Toolbar, click Email / SMS > Candidate.
🤓 Tip If you need to send regular mailshots to Candidates on Contacts, you can create and save a Query, giving you quick and easy access to your mailing list.
Within any Record
When viewing any record, if that record is one that can be contacted via email or SMS either click Email/SMS on the Toolbar or click the envelope icon.
Within an Application
The Application Dialogue includes the facility to contact both the Candidate and Vacancy Contact via email and SMS.
To contact the Candidate either:
Click Email/SMS > Candidate, or
Click the Contacted State
To email the Vacancy Contact, if one has been assigned, either:
Click Email/SMS > Contact, or
Click the Contact envelope icon, next to the Vacancy Contact
🤓 Tip if no Vacancy Contact is displayed, this indicates that the Vacancy has not been linked with a Contact record. To add a contact, from here, click the Vacancy Title to open the Vacancy in a new window then edit the vacancy to add a contact.
Using the Email/SMS interface
Sending an email or SMS
Having opened the email/SMS window, enter your message into the body and click Send.
To switch between Email and SMS use the Via drop down and select Email, SMS or Email & SMS.
When sending via email & SMS, you can switch between message types using the Email and SMS tabs.
🤓 Tip when contacting a Candidate, if they have an active Application you'll find a Mark As Contacted toggle. This toggle can be used to supress the current scheduled email from sending. Set this option to Red to contact the Candidate without impacting the current scheduled email.
Manage Recipients
When sending an email and SMS, only the selected recipients can be contacted directly. It is not possible to manually type in the email address of additional recipients on the To line.
Additional recipients can be added to the CC or BCC lines - use the CC/BCC toggle to view these fields.
Once active, you can either type the email address of a recipient into either field or add recipient groups 
to include either the Hiring Team or Standard Users associated with the Vacancy.
Only selected recipients can be sent an SMS - there is no option to add additional recipients.
Templates
Templates are available whenever sending an email or SMS.
To select a template use the Email Template selector.
If no templates are listed, this indicates that ether no templates have been created (very common when emailing a Contact) or templates have been created but they're not Active.
To check, navigate to Admin > Contact Templates > Email & SMS Merge (you may need a System Administrator to do this) - this will list all templates that can be used on an ad-hoc basis. Use the filters to locate the template you wish to use and look to the Active column - if this is set to No, click on the template title and toggle Allow users to select this template for emails. You should now be able to select the template when contacting a Candidate or Contact.
🤓 Tip if you're contacting a Candidate you may see a template has been loaded automatically - this usually happens when they have an application that is at a stage with an automated notification. Use the template picker to select a different template or, if none are listed, click the 3 dots to open the Options menu and toggle Show All Templates. This will force all active templates to be displayed within the template picker.
Signatures, Attachments and Merge Fields
Signatures
To insert a signature, click the Signatures drop down and select a signature.
Only signatures linked to your account can be added.
To create a signature click on your Avatar in the Menu bar and select My Signatures.
Attachments
If attachments have been added to the Template, these will be automatically attached to your email.
To add additional attachments, click into the Attachments drop down and select either:
Upload from Vacancy - this option is available when emailing the Vacancy Contact or a Candidate for that Vacancy and only when a file has been uploaded against the Vacancy. It allows you to attach a file uploaded against the Vacancy (e.g. Job Description). Select the files to attach and click Apply.
Upload from Candidate - this option is only available when emailing a Candidate and allows you to attach a file uploaded against the Candidate record. Select files to attach and click Apply
Upload from Hire - this option is only available when emailing a Candidate and only when they have a Hire record associated with them. It allows you to attach any files that have been uploaded against the Hire record. Select files to attach and click Apply.
Upload from System - use this option to attach any file uploaded into your Eploy system. Select the Record Type and individual record, then select the files to attach and click Apply. This option can be really useful to email copies of important documents (such as Policies) uploaded against an Organisation record within your system.
Select Files From Computer - use this option to attach a file saved to your computer. Use the File Uploader to select and Upload the file.
Feedback Questionnaire - use this to include a link to a Feedback form, e.g. to capture Candidate Satisfaction. Select the Form and Website, then click Add.
When emailing a Candidate or Contact, you may also see a couple of CV toggles:
Attach CV - use this to attach a copy of the Candidate's CV
Rename CV - use this to change the name of the attached CV to the Candidate ID.
Options Menu
Access the Options menu by clicking the 3 dot menu button 
You'll see a series of toggles:
Show Correspondence - activates the Correspondence Type drop down within the email.
Show All Templates - only visible when emailing Candidates via an Application. This overrides the current workflow notification settings and displays all selectable email templates within the Email Template picker
High Importance - marks the email as High Importance
Request a Delivery Receipt - requests a delivery receipt. This will be sent to the sender's email address
Request a Read Receipt - requests a read receipt. This will be sent to the sender's email address
Track Email Clicked - adds a tracking pixel to the email that can be used to see if the recipient has clicked on the email e.g. when viewing within a preview window within Outlook
Track Email Opened - adds a tracking pixel to the email that can be used to see if the recipient has opened the email
🤓 Tip if you've added either tracking option and want to see if the email has been clicked or opened, view the sent email within Eploy, either via View > Correspondence or from within the Activity panel of the record in question and look to the Open and Click rate percentage at the top of the winodw.
Preview your message
To preview your message, click the Preview button.
This will display the message as it will appear to the recipient, with all merge fields updated with the relevant data.
If you are contacting multiple recipients, each email will be displayed individually.
You've selected candidates that will not be contacted
Occasionally, when sending an email or SMS to a Candidate you'll see the message You've selected candidates that will not be contacted displayed at the top of the window.
Click View Details to see more information.
There are three main reasons why selected Candidates might not be contacted:
Selected Candidates do not have an email address. This is unlikely where Candidates have registered via the Candidate Portal, but can happen for Candidates created in the Core System if the email address field is not set to mandatory when creating a Candidate.
The email template being used is carrying out a Preference Check and some/all of the selected Candidates have not opted in to this preference - this is very common when asking Candidates to opt-in to receiving Marketing communications.
Within the Consent module, a System Check is being carried out and some/all of the selected Candidates have not opted in to this preference.
Where the error is caused by a Preference check you can toggle Contact anyway to override the preference check on this occasion.
If the error is caused by the selected Candidate(s) not having an email address, the option to add an email address is included within the Details window.