{"id":5780,"date":"2016-06-14T21:05:49","date_gmt":"2016-06-14T21:05:49","guid":{"rendered":"http:\/\/learning2.pcrecruiter.net\/?p=5780"},"modified":"2024-10-29T23:13:36","modified_gmt":"2024-10-29T23:13:36","password":"","slug":"creating-pipeline-emails","status":"publish","type":"docs","link":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pipeline\/creating-pipeline-emails\/","title":{"rendered":"Creating Pipeline Emails"},"content":{"rendered":"\n

Pipeline emails are primarily used for sending interview confirmations to candidates and submitting resumes to clients.
\nCreating Pipeline Emails:<\/strong><\/p>\n\n\n\n

    \n
  1. Click<\/span> System on main toolbar and select Form Letters from the dropdown menu. <\/span><\/li>\n\n\n\n
  2. Click on Pipeline Emails.<\/span><\/li>\n\n\n\n
  3. Click on the Add Letter action button in the action menu (plus sign icon).<\/span><\/li>\n\n\n\n
  4. Name the document. The name provided auto-populates as the subject of the email. <\/span>Do not use symbols in the name of the letter.<\/strong><\/li>\n\n\n\n
  5. You will see a “Do Not Include Copy of Resume checkbox,” leave this box unchecked if you wish to include the resume (this is great when submitting candidates)<\/li>\n\n\n\n
  6. Type content of the email into the Text box. The toolbar within the Text area provides features for creating the Form Letter:<\/span>\n
      \n
    • New Document<\/strong> button to remove existing text and start a new letter.<\/span><\/li>\n\n\n\n
    • Open Document<\/strong> button to find and upload a file on your computer to the PCRecruiter Form Letter area.<\/span><\/li>\n\n\n\n
    • Save Document<\/strong> button to save a copy of the letter to your computer.<\/span><\/li>\n\n\n\n
    • Print<\/strong> button to send the letter to your printer.<\/span><\/li>\n\n\n\n
    • Cut, Copy, or Paste<\/strong> buttons to transfer content to and from your clipboard.<\/span><\/li>\n\n\n\n
    • Left Justify, Center, and Right Justify<\/strong> buttons to align selected letter content.<\/span><\/li>\n\n\n\n
    • Format Paragraph<\/strong> to create headings, numbered lists, and ordered lists.<\/span><\/li>\n\n\n\n
    • Bold, Underline, and Italics<\/strong> buttons to format text.<\/span><\/li>\n\n\n\n
    • Insert Picture<\/strong> icon to include images.<\/span><\/li>\n\n\n\n
    • Insert Fields<\/strong> button to insert date, field data, signature, links to profiles, and\u00a0interview details<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
    • Click SAVE.<\/span><\/li>\n<\/ol>\n\n\n\n

      Example of Pipeline Emails:<\/span><\/p>\n\n\n

      \n
      \"\"<\/figure><\/div>\n\n
      \n
      \"\"<\/figure><\/div>","protected":false},"excerpt":{"rendered":"

      Pipeline emails are primarily used for sending interview confirmations to candidates and submitting resumes to clients. Creating Pipeline Emails: Example of Pipeline Emails:<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[35],"glossaries":[],"doc_tag":[],"knowledge_base":[26],"class_list":["post-5780","docs","type-docs","status-publish","hentry","doc_category-pipeline","knowledge_base-pcrm","entry"],"year_month":"2026-04","word_count":246,"total_views":"409","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"Pipeline","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/pipeline\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRM","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/","term_slug":"pcrm"}],"knowledge_base_slug":["pcrm"],"_links":{"self":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5780","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=5780"}],"version-history":[{"count":5,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5780\/revisions"}],"predecessor-version":[{"id":14920,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5780\/revisions\/14920"}],"wp:attachment":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=5780"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=5780"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/glossaries?post=5780"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=5780"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=5780"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}