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How to set up Auto Reply Emails for my Recruiting Questionnaire

 First, you will create a new Email Template. To create the template, follow the steps below:

  1. Hover over the Recruits tab
  2. Click on Correspondence Tools
  3. Click the Templates button
  4. Click the New Email Template button and add your auto-reply text. 
    • Be sure to name the appropriate Auto-Reply type. 
    • Note: Remember to fill out the fields for Template Name and Description
  5. Click the Save & Return button

Repeat for Solicited, Unsolicited or Ineligible templates.  

Next, you will set up which email template gets sent out in your Questionnaire Auto Reply Emails. To do this, follow the steps below:

  1. Hover over the Recruits tab
  2. Click Settings
  3. Click Questionnaire Auto Reply Email Settings
  4. You have three options to set up by clicking on the subject of each:

Ineligible - This email will go to prospects whose graduation year is ineligible for correspondence.

Solicited - This email goes to prospects who are eligible to receive correspondence and have entered a prospect code.

Unsolicited - This email will go to prospects who are eligible to receive correspondence and have not entered a prospect code.

  1. The next page will allow you to set up who the email will be coming from, the subject of your email, the template you want to use (instructions above), and the status (Active). The Solicited email will also allow you to set up a prospect code.
  2. Click Save & Return
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