Messages Tab within Candidate Profile

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Introduction

The Messages tab within Evolve Recruitment Marketing (RM) shows the emails and SMS sent and received to a candidate's email address and phone numbers. If a candidate's record has multiple email addresses, the Messages tab will show emails sent to any of their email addresses. If an email was sent from a user different than the logged-in user, the Messages tab will show the sender selected on the email.

Audience 

All Users

Messages Tab

Navigate to the Talent tab, then run a search for the desired candidate.

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There are two ways to view the candidate's profile:

  • Click a candidate’s name, or

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  • On the candidate card, select the menu icon, then click View Profile.

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Click the Messages tab.

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You can view, search, filter, sort, and preview the message details.

The Messages tab shows a count of the messages sent to the candidate and received from the candidate.

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Messages List

A list of the emails and SMS sent is shown with the newest/most recently sent messages at the top.

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Each item has an icon indicating the type of message. The types include:

  • Email - email icon.png
  • SMS Sent - SMS icon.png
  • SMS Received - SMS icon.png
  • External SMS - SMS icon.png
  • External Email (Forwarded Email) - email icon.png

For each email sent, the following information is shown in the list: 

  • The Send Date of the email.
  • The Subject of the email.
  • The Email Status of that email. This could include positive statuses (i.e., Delivered, Open, Click) or negative statuses (i.e., Dropped, Bounced, Unsubscribed).

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For each SMS sent, the following information is shown:

  • The Send Date of the message.
  • The Message that is sent (may be truncated).
  • The SMS Status of that message. This could include positive statuses (i.e., Delivered, Clicked) or negative statuses (i.e., Dropped, Undelivered).

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Emails and SMS messages imported from the ATS on the Candidate XML are displayed on the Messages tab and marked with the ATS indicator.

In ATS indicator.png

You can see a list of up to 50 messages per page and can paginate. You can also make the page size 10,25,50 or 100 items.

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Search Messages

In the search bar, you can search messages by subject, sender, or text content.

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Filter Messages

You can filter messages by date range. You can choose 30, 60, 90, or a custom date range. The default is all-time.

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Sort Messages

You can sort messages by Date Sent (default, descending), Sender, Status, or Subject.

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Messages Preview

When an email is selected, the HTML email (text email for old profile) is shown by default.

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When an SMS is selected, additional details, including the full message, are shown.

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For Emails, you can click Text View email to show the text version of the email or HTML View to show the HTML view of the email of the email.

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HTML view.png

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