Batch emails can be sent from the Requests & Decisions page, the Users page, or from any of the workload pages on the dashboard.
To send a batch email:
- Navigate to the page that includes the recipients you want to email.
- Select the boxes to the left of the users that you want to email, or you can use the shift button to select multiple users at once.
- Click Batch Options at the bottom of the page, then click Email Applicants.
- Click the Compose Email envelope icon for the template that you want to use, or click Send (No Template).
- Review the template and make changes as needed.
- Click Send.
- A separate email will be generated for each recipient.
- If a Cc or Bcc address is included, that address will receive a separate copy of the email for each recipient.
- A separate email will be generated for each recipient.
- When sending an email via batch actions, only one email will be sent per user (even if a user is associated with multiple requests in the batch) as long as no process or request-specific merge fields are used in the email template.
- If the email template does contain a process or request-specific merge field, users will receive an email for each request they're associated with in the batch.