Skip to content

Send candidate email from kanban

Send an ad-hoc email to one or several candidates directly from the kanban — pick Custom, Template or Forward-job as starting point, then edit subject and content.

Where to find it
Kanban → applicant menu → Send email
Who can use it
Anyone with email-send access on candidates.

Send an email to one or more candidates without leaving the kanban. The sidebar offers three starting points: a blank custom message, a template you’ve set up, or a job-forwarding template that already includes the job link.

The Send email sidebar. Pick a starting point; edit subject and content; send. Organizations with a single language see one editor and no language tabs.

When to use this

Use it when you need to email a candidate ad-hoc:

  • Confirm an interview slot they self-booked.
  • Ask a clarifying question about their resume.
  • Forward the job description as a reminder.
  • Send a custom follow-up to several candidates at once.

For structured actions (interview invites, deny emails, share emails), use the dedicated actions — they pick the right template automatically.

How to open it

  1. Find the candidate on the kanban.
  2. Open the applicant menu (or check several cards for batch send).
  3. Pick Send email. The sidebar slides in from the right.

What you fill in

Email type

Three options control where the subject and body start from:

  • Custom — blank canvas. Type everything yourself.
  • Template — pick from your organization’s active candidate-email templates. The subject and content prefill from the chosen template; you can still edit before sending.
  • Forward job — uses the system “job” template, which includes the candidate-facing job link. Useful for “have you seen this opening?” outreach.

Template picker

Visible when type = Template. Lists every active candidate-email template your organization has configured. Picking one prefills subject + content (and any attachments).

Language tabs

If your organization supports several languages, one tab per language sits above the subject — a subject and a body per language, each seeded from the template you picked. Each candidate receives the version matching their preferred language; a candidate with no preferred language on file receives every version, one after the other. When every selected candidate has a known language, the tabs are narrowed to those languages and a notice above the editor says so. Organizations with a single language see one editor and no tabs.

Subject

Required. Edit freely. Variables typed here ($candidate.firstName) are replaced at send too; the $ picker itself is in the body.

Content

Rich-text editor (bold, italic, lists, links). Required. Type $ in the text to insert a merge variable — $candidate.firstName, $job.title — replaced with the real value when the message is sent.

AI assistant

For a single candidate (not on a bulk send), an AI assistant bar appears between the subject and the content: Generate with AI on a blank canvas; Improve, Change tone, Fix spelling and Subject ideas once there is text. It drafts from the candidate’s profile, the job and the last emails exchanged with them — as on the Emails tab of their profile.

Attachments

If the template includes attachments, they appear in the list under the editor. Add more from your computer (paperclip) or from the Document Center; a file already in the list is refused rather than attached twice. Attachments are shared by every language version — one list, sent with each.

What happens when you click Send

An email is sent to each candidate using the subject and content shown, in the candidate’s language. If something is missing, the footer names the field — click it to jump there. The email is logged on the candidate’s timeline and (if your mailbox is configured) saved as a thread you can later open from the candidate profile.

If you multi-selected candidates on the kanban, one email is sent per candidate — they don’t see each other’s addresses.

Who can do what

What you want to doWhat you need
Send a candidate emailEmail-send access on candidates
Use templatesRead access to email templates
Add or edit templatesAdministrator on the email-template page

Tips

  • Templates save real time. Build a small set for the messages you send daily — interview confirmation, status update, request for more info.
  • Personalize the opening line. Even with a template, a one-sentence custom intro increases reply rates noticeably.
  • Bulk send is one email per candidate. They’re not BCC’d together — each candidate gets a separate email.
  • For structured workflow emails (interviews, declines), use the dedicated actions — they pick the right template and capture state at the same time.