Send Batch Emails Using Email Templates

Written by Hanna Smith

Last published at: May 12th, 2021

Batch emails can be sent from the Requests & Decisions page, the Users page, or from any of the workload pages on the dashboard.

To send a batch email:

  1. Navigate to the page that includes the recipients you want to email.
  2. Select the boxes to the left of the users that you want to email, or you can use the shift button to select multiple users at once. 
  3. Click Batch Options at the bottom of the page, then click Email Applicants.
  4. Click the Compose Email envelope icon for the template that you want to use, or click Send (No Template).
  5. Review the template and make changes as needed.
  6. Click Send.
    • A separate email will be generated for each recipient.
      • If a Cc or Bcc address is included, that address will receive a separate copy of the email for each recipient.
  • When sending an email via batch actions, only one email will be sent per user (even if a user is associated with multiple requests in the batch) as long as no process or request-specific merge fields are used in the email template. 
    • If the email template does contain a process or request-specific merge field, users will receive an email for each request they're associated with in the batch.