Edit the time an email sent prior to engagement

Prior to sending out an email, you can edit the time at which the email will be sent. 

When viewing sourced candidates that you will engage (Projects -> Candidates), you can select what day and time you would like to send an email and/or email sequence.

Find "Schedule:" and on the right you will find "Change." When clicking "Change," you will be prompted to select a day and/or time to schedule an email.

You can use our "Touch Insights" found to the right of every engagement email to understand what times are best to target candidates. If you're sending an email sequence, repeat these steps for each email in the sequence.

Edit the time of a scheduled email/ email sequence

To change the time of a scheduled email and/or email sequence, head to Engage -> Outbox. Find the email/ email sequence you would like to change the time for.

Find the three horizontal dots to the right of the email you would like to edit. Click "Edit," and you will be prompted to the email/ email sequence. Here you can make any changes to scheduled emails/ email sequences including changing the time and day the emails will be sent. To change this, click "Change."

You will then be prompted to select a date, time, and/or time zone. Once satisfied, click "Set Schedule."

Once you've made all the necessary changes, don't forget to hit "Start Sequence," found at the bottom left, for an updated email sequence.

Edit the time an email sequence will be sent to a specific candidate

To edit the time day/ time an email/email sequence will be sent to a specific candidate, go to the Engage -> Sequence. Then, click on the email/ email sequence you have scheduled for this candidate.
 

Next find the candidate you would like to edit the time for, and find the three horizontal dots to the right of their information. Click on the three horizontal dots on the right, and then click "Personalize."

Here you can edit the day and time the emails will be sent.

After editing, please go to the last email, and click on “Update sequence” to save the change(s).

Please reach out to [email protected] or directly contact your Customer Success Manager for more training on this topic.

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