| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member |
| Permissions | • Manage profiles and view associated postings | |
| Packages | Lever Basic, LeverTRM, LeverTRM for Enterprise |
Bulk emailing candidates is an efficient way to reach out to many candidates at the same time. To learn about other ways to manage multiple candidates, refer to our help article on using the bulk action toolbar. You may also set up follow-up emails campaigns to multiple candidates with Lever Nurture. Learn more in our help article on Nurture campaigns.
In this article
Bulk emailing candidates
To bulk email candidates, move to the Candidates tab in the top navigation menu and select the opportunities for the candidates you would like to email.
To select all opportunities in a specific stage, navigate to the appropriate pipeline section (Lead, Applicant, or Interview), filter for the desired stage (by clicking the stage tile in the pipeline header), and check the box at the top of the opportunities list. Note that the suitcase icon in a candidate's row indicates they have multiple open opportunities.
To select only specific opportunities from a list, manually check the boxes next to the candidates' names.
Once you have selected the opportunities of the candidates you wish to email, click the Email button in the bulk action toolbar.
In the email editor, draft your email or click on Template to insert an email template from the dropdown list. You can edit your message just as you would normally would with Lever mail, including cc and bcc'ing colleagues as well as inserting Easy Book links. For more information on sending emails in Lever, refer to the following help articles:
If you have included a candidate with multiple active opportunities among your selection, check the 'Send only one email for each unique candidate' checkbox to avoid sending duplicate emails to the same person.
It is also possible that a selected candidate has other active opportunities that are not included in your current selection. Check the 'Don't email candidates with other active opportunities' box to remove any candidates with more than one active opportunity from the bulk email.
Scheduling emails
You can configure the timing for when you would like the email to be sent and click Preview to see how the email will appear to candidates. The final step is to click Send later for scheduled emails or Send to send your email immediately.
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You cannot cancel or undo an email that you immediately sent to a candidate. |
If you want to cancel a scheduled email, you must do so from each individual opportunity.
Troubleshooting bulk emails
Why am I seeing emails on the wrong candidate profile?
Since Lever relies on your work account email inbox, it is possible for similar emails sent to the multiple candidates to end up in the same conversation record. This can happen because Lever relies on algorithms in order to thread emails within Lever.
Gmail and Outlook can occasionally thread together messages that have identical subject lines. Unfortunately, this can create a situation where replies to bulk-messaged emails in Lever are all synced to a single candidate profile, instead of being distributed across the corresponding recipient profiles.
To prevent this issue, make sure that emails that you send in bulk have different subjects lines for each candidate. You can do this by adding an auto-token that references a unique identifier for each recipient (typically their name) to the subject line of the email that you are sending in bulk.
In the image below, you can see that the {{Candidate first name}} auto-text token has been added to the subject line of the email editor.
The email will pull in the first name of the candidate as it appears on their candidate profile, so the email sent to each recipient of the bulk will have the subject line "Hello, [their first name]!". Since the subject line of each individual email is unique, replies are less likely to be mistakenly threaded together on a single candidate profile.
To learn about the different ways you can use auto-text tokens to personalize bulk emails, refer to our auto-text token help article.