Shared Inbox

Recruitment Marketing Public

The Shared Inbox feature centralizes candidate conversations for easy tracking and management. It gathers all two-way communications from emails and SMS sent via Recruitment Marketing, including candidate replies.

To access this feature, navigate to the side menu and under CRM, click on Inbox.

Filtering

By default, the Mine tab will be selected, displaying your candidate conversations. 

To view all conversations between candidates and any Recruitment Marketing user, click the Shared tab.

There is the ability to filter by date with the options: Last month, Last year, All.

Viewing

To view a conversation/email thread, click on that item in the left column, and the conversation will display in the middle section.

To the right of the thread, a profile summary of the candidate in conversation is displayed. In this section, for a more detailed look at the candidate, click the View Full Profile button.

shared inbox tab

Replying

You can reply to any candidate message by clicking the Reply button. Replies from account users/your team members will also display in the Shared Inbox.

Email replies sent to a candidate will not include the thread.

Searching

The Shared Inbox comes complete with its own dedicated search bar. Built to support simple Boolean searches, the feature will look for matching words or phrases in both the candidate's and user's name, the message subject, and the message body. Use it to surface specific conversations quickly.

searching the inbox

Comments

0 comments

Article is closed for comments.