How do I send a single email to a candidate?
SeekOut helps you identify candidates, find their contact information, and engage with multiple prospects at once with Candidate Outreach. You can also send ad-hoc messages to individuals based on a messaging template you create.
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SeekOut helps you identify candidates, find their contact information, and engage with multiple prospects at once with Candidate Outreach.
You can also send individual messages to candidates based on a template you've created.
How to Email a Candidate
Step 1: Creating Templates
Note: SeekOut users with an Enterprise license can use SeekOut Assist to generate a message without needing to create a template! See the section Messaging with Assist in our help center for more information on how this works.
First you'll need to create a template. To do this, go to the Projects section of your dashboard, then select a project with an Outreach campaign that hasn't been started yet. Once you're in the project, click the Outreach tab.
The first time you visit the Outreach tab, you'll be asked to link your email. See the article How to connect your email account to SeekOut for steps on how to link your email to SeekOut.
On the Outreach tab with your email connected, click Build new campaign (or Edit campaign if you've already created one but haven't started the campaign yet). Enter your message subject and body, and use the editor toolbar to format the text in the message body.
You can also click the {{var}} buttons next to the subject line and editor toolbar to add candidate-specific fields such as their name, company, title, and more. The placeholders in purple will be filled in with the candidate's information when you send an email. For example, when you use the placeholder listed as {{Candidate_Company}} then the name of the candidate's current company will appear in its place when you send the message with SeekOut.
When you've finished, click Template below the message editor, and select Save As Template. Enter a name for your template, then click Save.
You can only save one step as a template.
Attachments can't be saved to your template.
Step 2: Sending an Email
To contact a candidate in a project, click the Message button on their SeekOut profile. This opens the quick message window. Select your saved template from the list on the right and your template message will appear on the left. Placeholder variables in the message subject and body such as {{Candidate_Company}} will be replaced with the appropriate information from the candidate's profile.
Click the Get Email button to use a contact credit and retrieve the candidate's email address. See the article Contact Info Credits for more info on how credits are used and counted. Click Open in email to copy your template's subject and body into a new email in your computer's default email client for easy sending. You can also click Copy and select either Copy subject or Copy message to copy these fields to your clipboard, allowing you to paste your message into your email client or elsewhere.
Setting your default email client
Windows 10 & 11
Click the Windows Search Box at the bottom left of your screen and search for "default apps." Choose Default apps - System settings in the search suggestions.
In the Default apps window, click the icon under Email to select your default email app from the list.
MacOS
Open the Mail app.
Choose Mail > Preferences, then click the General tab.
Choose an email app from the ”Default email reader” dropdown menu.
