Vincere Email syncs with your connected email account so you can manage recruitment communication from within the system.
Access Your Emails
Go to the left-hand panel, then click the email icon.
Vincere opens the Email screen and displays emails synced from your connected email account.
đ Note: Your emails must be connected to Vincere before they can sync. See Connect your email to Vincere.
Create a New Email
Click + Create New Email to compose a new email without using a template.
Type at least three letters of a recipient's name to see suggestions from existing Contacts and Candidates.
Alternatively, enter an email address manually, then press Enter to add it to the recipient list.
Navigate Your Mailboxes
Use the mailbox options in the Email screen to manage different types of messages.
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Inbox: Displays all currently synced emails from your connected email's Inbox items.
Starred: Displays all emails marked with the star icon, making it easier to see relevant emails.
Sent: Displays all currently synced emails from your connected email's Sent items.
Draft: Stores any unfinished emails that you choose to save before closing the email window.
đ Note: If you close an unfinished email, Vincere prompts you to save it as a draft. Selecting No discards the email, and the draft message cannot be retrieved.
View SendGrid Emails
If you use the SendGrid integration, you can view emails sent through SendGrid from the Email screen.
For more information, see Send bulk email via SendGrid.
Review Bulk Email Activity
If only some bulk emails are sent, check whether all recipients are subscribed to receive bulk emails.
To identify who sent bulk emails and when:
Go to Consolidated Activities.
Click Activity Filters, then select Contacts and SendGrid emails.
Review the bulk email activities, including the sender and timestamp.
Search for Emails
Use the email search box, then enter the sender's name, email address, or subject line.
Refresh Your Emails
Click the refresh button to manually refresh the connection with your connected email account.
đ Note: If you have a large number of emails to sync, the refresh may take some time.
Filter Emails by Date
Click Email Date, then select a date from the calendar.
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Filter Emails
You can filter your emails by read status or whether they contain attachments.
Manage Selected Emails
When you select one or more emails, the following actions are available.
Click Create Contact to create a Contact profile using the sender's email address.
Click Create Candidate to create a Candidate profile using the sender's email address.
Click Mark All as Read to mark the selected emails as read.
Click Mark All as Unread to mark the selected emails as unread.
Click Delete to delete the selected emails inside Vincere.
đ Note: Deleting an email in Vincere does not delete it from your connected email account.
Manage an Open Email
When you open an email, you can perform the following actions.
Reply: Allows you to create an email response to the sender.
Reply All: Allows you to create an email response to the sender and all correspondents in the email.
Forward: Allows you to forward the email thread to other recipients.
Create Task: Opens the Tasks screen to allow you to create a new task.
Delete: Deletes the email in the current open window.
Best Practices
Switch Between Emails
Use the up and down controls while an email is open to move through the email list without returning to the main screen.
FAQs
Q1: Why Are My Emails Going to a Candidate's Junk or Spam Folder?
Answer: Ask your IT team to review your mailbox and identify why the emails are being treated as junk or spam.
If they determine that the issue is related to Vincere, contact the Support Team.
Q2: Why Are Most of My Contacts and Candidates Not Receiving Emails?
Answer: Confirm that your Contacts and Candidates are subscribed to receive emails.
For more information, see Email Permission and Subscription.
Q3: How Can I Upload Email Attachments to a Candidate's Files?
Open the relevant Candidate profile, then go to Files.
Click the upload button on the right-hand side.
Add the files, then select the required file type.
Q4: How Does Email Sync Work?
Answer: Vincere uses a one-way sync between your connected email account and Vincere.
You can also manually refresh the email connection using the refresh option.
The Sync Events action re-syncs and updates activity from Vincere's calendar to your personal calendar.
Q5: What Should I Do If I Get an Email Connection Error?
Answer: When an email connection error occurs, Vincere displays a pop-up with common causes and guidance on how to resolve them.
Q6: Why Do Candidate Replies Go to a Vincere System Email Address?
Answer: This can happen when your personal or work email is not properly connected to Vincere. If no email account is linked, the default system email address is used.
Connect your personal or work email in Vincere's email settings, then check that the configuration is correct.
Q7: Why Are Only Some Bulk Emails Being Sent?
Answer: Some recipients may be unsubscribed from bulk emails. Check their subscription status and update it where required.
Email delivery can also be delayed by email provider rate limits and throttling. Reconnecting your email in Vincere may refresh the integration. Avoid sending large attachments or very high email volumes at once.
Bulk emails may also be sent from a colleague's email address if there is an issue with your primary email connection. Review the fallback email settings in your Vincere account.