How to Use Email Templates and Bulk Actions to Request Additional Information from Applicants
Managing applicant submissions often requires requesting additional information or actions from applicants after their initial submission. Reviewr provides tools like email templates and bulk actions to streamline this process. This guide explains how to effectively use these features.
Overview
Using email templates and bulk actions, you can efficiently communicate with multiple applicants to request additional information, such as uploading new forms or adding references. These tools save time and ensure consistent messaging.
Steps to Request Additional Information
Follow these steps to email applicants and request additional actions:
Prepare Your Email Template - Create a dedicated email template with clear instructions for the required action. - Include an Event Site URL token in the template to provide a direct link to the login page for applicants. - Specify that the requested action is mandatory for further consideration.
Navigate to the Submissions Page - Go to the Submissions page.
Select Relevant Submissions - Use the checkboxes to select the submissions of applicants who need to complete the additional action. (use the search filters such as status or groups to make selection easier)
Send the Email - Open the bulk action dropdown menu. - Choose the "Send Template Email" option. - Select your prepared email template. - Confirm and send the email to the selected applicants.
Best Practices for Clear Communication
Be Specific: Clearly outline what the applicant needs to do and why it is important.
Provide Direct Links: Use tokens like the Event Site URL to make it easy for applicants to access the required pages.
Set Deadlines: Include a deadline for completing the action to ensure timely responses.
Common Use Cases
Here are some scenarios where you might use email templates and bulk actions:
Requesting applicants to upload a new required form.
Asking applicants to add references or other supplemental information.
Notifying applicants of missing/incorrect information in their submission.
By following these steps and best practices, you can efficiently manage applicant submissions and ensure all required information is collected in a timely manner.