In Nimble, users have the ability to send an unlimited number of emails to candidates. There are 3 ways to email a candidate; sending an email with a status change, sending a direct email, and bulk emailing. In this guide, we will walk through the various ways to email candidates through the system.

The most common way to email a candidate is with a status change. Super Admins have the ability to select a default email template to associate with each status in their pipeline.

As an example, if you want to create an email template to go out with the Phone Screen Invited status, then when a candidate is moved to the Phone Screen Invited the user will be prompted to send the associated email template.

Users can also send emails directly from the candidate’s quick view or full profile, which may come in handy when following up on a direct question or request. Users can also send direct emails to prospects in order to continue cultivating the relationship.

To send a direct email, navigate to the candidate list and click on a candidate. From there you can click the down chevron next to the candidate’s name on the quick view (or the email icon on the full application) and then select Email.

Users are able to search and select from an autofill list of personal or organization-wide email templates. They can also compose an email from scratch.

You’ll also see that you have the ability to CC and BCC both internal and external users on emails by typing a Nimble username or a valid email address into the CC or BCC field.

Users can also send attachments through email by clicking the paperclip icon at the bottom of the email modal. From there select the file you’d like to include with the email before hitting send.

Lastly, users can send bulk emails by navigating to the candidate list and checking the box on the left hand side of the list for all candidates they’d like to email. From there the user can click Bulk Email on the bottom of the page.

Just like with standard emails, users can select from a template or compose a bulk email from scratch. The variables on the right hand side can be utilized to personalize bulk emails sent through Nimble.

To learn more about emails and other Nimble features, check out our tutorials page in the drop down menu under your name in the top right corner of the page.

And as always feel free to contact us at support@hirenimble.com.