Automatic and manual emails
Element allows you to send emails in two ways:
Automatic emails that do not require a Gmail or Office365 synchronization:
Automatic emails acknowledging candidate's application
Automatic emails sent when the candidate changes stage
Automatic emails sent when the candidate is rejected
Automatic emails requesting GDPR consent
Automatic emails related to candidate anonymization
Manual emails sent from Element with Gmail or Office 365 synchronization.
Automatic emails do not require Gmail/Office365 synchronization, and even after synchronization, they will be sent from the Element system, not from your email account. The recipient of such an email will see client@elementapp.ai as the sender's address. Of course, you can include information about the sender in the email's content.
Manual emails and syncing Gmail and Office365 email accounts
Emails sent manually from Element use Gmail and Office365 email accounts. For this reason, you have to synchronize your Gmail or Office365 account to manually send emails.
Synchronizing Gmail and Office365 email accounts
To connect your Gmail or Office365 email account, go to system settings, and then to the "Email synchronization" tab:
Now click the blue SYNCHRONIZE button and select Google or Office365, depending on what you are using.
In the next step, Element will ask you to select the email account you want to sync.
After selecting the account, you may receive a warning that Google has not yet verified Element app. You do not need to worry about this notification (we are in the process of verification). Click the "Advanced" button.
Then confirm your choice by clicking "Go to: elementapp.ai (unsafe)."
In the last step, Element asks you to confirm that you agree to grant Element access to your email account. Confirm your selection with the "Continue" button
When you click "Continue", your email account will be connected and Element will reappear.
To check that your email account is connected, go back to the system settings and the "Email synchronization" tab. There, you will see the account's email address and connection confirmation.
There is also an "Detach" button on the right side, which you can use to stop syncing at any time.
Sending manual emails
After connecting you Gmail or Office365 email account, Element will allow you to manualy send emails. You can send emails and sms messages with "message" button that you can find in following places:
After hovering the mouse over or selecting a candidate in the candidate database:
In the project:
In the candidate's profile:
After clicking on the message button, you will see a form for creating SMS and email messages. You can change at any time if you want to send email or SMS or both:
If both the email and SMS options are enabled, Element will send your message by email and SMS. Please remember that SMS messages are chargeable. You can read more about sending SMS messages and the costs of this service here: http://help.elementapp.ai/en/articles/5371316-sending-sms
Each email sent to the candidate from Element will also appear:
in the candidate's actions list
in the Gmail or Office365 mailbox of the user who sent the message
In addition, if the candidate sends you an email, this message will also appear simultaneously in your Gmail or Office365 inbox and in Element, on the candidate's actions list.