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Outreach Events Communications

🆕 Emails sent to candidates from outreach events are now automatically logged on each candidate’s profile within the Communications tab.

Kelsi Rhoades avatar
Written by Kelsi Rhoades
Updated over 2 weeks ago

📩 Tracked Emails by Event Type

In-Person Event (Non–Invite Only)

  • Confirmation Emails — sent to candidates who are manually added by an admin or registered via a link.

  • Update Emails — sent when event details change (before or after the final schedule email).

  • Reminder Emails — sent prior to the event.

  • Follow-Up Emails — sent after the event.

Note: Cancellation emails are not currently sent from the system.

Examples:

  • Registration Confirmation: Sent when a candidate registers using the link.

  • Profile Request: Sent when a candidate is manually added and a full profile is requested.

  • Update Email: Sent when event details are changed.


In-Person Events (Invite Only)

  • Confirmation Emails — for candidates added manually by admin or registered via a link.

  • Update Emails — before and after the final schedule email.

  • Approval Emails — for candidates approved through Quick Review.

  • Denial Emails — for candidates not approved.

  • Reminder Emails — sent prior to the event.

  • Follow-Up Emails — sent after the event.

Note: Cancellation emails are not currently sent from the system.

Quick Review: Invite only candidates must be approved through the Quick Review process to receive schedule updates, reminders, or follow-ups.


Webinar (Non–Invite Only)

Non-invite webinar emails are tracked similarly to non-invite in-person events:

  • Confirmation Emails — for candidates added manually by admin or registered via a link.

  • Update Emails — before and after the final schedule email.

  • Reminder Emails — prior to the event.
    Follow-Up Emails — after the event.

Note: Cancellation emails are not currently sent from the system.


Webinar (Invite Only)

Invite-only webinar emails follow the same structure as in-person invite-only events:

  • Confirmation Emails — for candidates added manually by admin or registered via a link.

  • Update Emails — before and after the final schedule email.

  • Approval Emails — for candidates approved through Quick Review.

  • Denial Emails — for candidates not approved.

  • Reminder Emails — sent prior to the event.

  • Follow-Up Emails — sent after the event.

Note: Cancellation emails are not currently sent from the system.


Virtual Chats (Non–Invite Only)

  • Confirmation Emails — for candidates added manually by admin or registered via a link.
    Update Emails — before and after the final schedule.

  • Reminder Emails — sent prior to the event.
    Follow-Up Emails — sent after the event.

  • Cancellation Emails — sent if a candidate is removed from a time slot.

Note: No emails are sent when the event is deleted.

Examples:

  • If a candidate’s assigned time slot is deleted, they receive a cancellation email.

  • If the event is canceled entirely before a candidate’s time slot, no cancellation email is sent.


Virtual Chats (Invite Only)

Invite-only virtual chats follow the same structure as other invite-only events. The candidate must be approved to receive emails after the initial confirmation email.

  • Confirmation Emails — for candidates added manually by admin or registered via a link.
    Update Emails — before and after the final schedule email.

  • Approval Emails — for candidates approved through Quick Review.

  • Denial Emails — for candidates not approved.

  • Reminder Emails — sent prior to the event.

  • Follow-Up Emails — sent after the event.

  • Cancellation Emails — sent if a candidate is removed from a time slot.

Note: No emails are sent when the event is deleted.

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