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Vincere Core
Email Permission/Subscription
Email Permission/Subscription
Jason avatar
Written by Jason
Updated over a week ago

All About Email in Vincere ๐Ÿคฉ

Hey there! We've added a cool feature to keep things respectful: now you can add unsubscribe links to your emails. This way, if one of your contacts or candidates isn't feeling the bulk emails, they can easily opt-out. Just a simple click and they're off the list for future emails sent from Vincere

GDPR Settings

You can set up the default setting for all Contacts/Candidates you add to the system.

๐Ÿ‘‰ To do this, you can go to Settings > Admin Settings > GDPR l Data Privacy > Email permission settings > Edit

This gif showing GDPR Settings   You can set up the default setting for all Contacts/Candidates you add to the system.   ๐Ÿ‘‰ To do this, you can go to Settings > Admin Settings > GDPR l Data Privacy > Email permission settings > Edit

Here, you can set up if you would like to have your contacts and candidates be subscribed or unsubscribed as soon as you add them to Vincere.

This image comes with Here, you can set up if you would like to have your contacts and candidates be subscribed or unsubscribed as soon as you add them to Vincere.

Note: The new settings, once applied, will not be retroactively applied to existing records. This change will only affect new records that will be added in the system after the setting is updated.

Bulk Update email permission settings

You can select to up to 300 Candidates or Contacts at a time to update the Email permission, and you can do this in both the table view and advanced search screens.

  • Action list Email permission for Contact:

This image showing Action list Email permission for Contact and Bulk Update email permission settings  You can select to up to 300 Candidates or Contacts at a time to update the Email permission, and you can do this in both the table view and advanced search screens.
  • Action list Email permission for Candidate:

This gif showing Action list Email permission for Candidate:

Add the unsubscribe link to Email templates

The unsubscribe link is available as a wildcard (#EmailUnsubscribe#) that can be added to your email templates.ย 

This gif showing How to Add the unsubscribe link to Email templates  The unsubscribe link is available as a wildcard (#EmailUnsubscribe#) that can be added to your email templates. 

Note: The unsubscribe link will only be available for specific bulk email templates

Request Consent for Email Permission

You can also ask candidates for their consent regarding receiving bulk emails from your team. They will have the option to choose whether they want to receive them.

๐Ÿ‘‰ To do this, simply select the candidate and pick the 'Request Consent' option from the action list.

This gif showing instruction of Request Consent for Email Permission  You can also ask candidates for their consent regarding receiving bulk emails from your team. They will have the option to choose whether they want to receive them.   ๐Ÿ‘‰ To do this, simply select the candidate and pick the 'Request Consent' option from the action list.

A candidate will receive an email and when the candidate clicks on this, it will open a page where they can choose to provide.

This image showing A candidate will receive an email and when the candidate clicks on this, it will open a page where they can choose to provide as an example

Track & Manage email permissions | Compliance

Once a Contact or Candidate clicks on the unsubscribe link, it will be automatically logged against their profile inside Vincere. You can also manually unsubscribe the Contact / Candidate in their profiles.

๐Ÿ‘‰ To do this, simply go to the candidate profile > Privacy you will see ' Email Permission'.

This gif showing Track & Manage email permissions | Compliance  Once a Contact or Candidate clicks on the unsubscribe link, it will be automatically logged against their profile inside Vincere. You can also manually unsubscribe the Contact / Candidate in their profiles.   ๐Ÿ‘‰ To do this, simply go to the candidate profile > Privacy you will see ' Email Permission'.

Changing the Email subscription status of a candidate or contact will now be logged inside the profile activities and consolidated activity table as well.

Log activity inside the profile:

this image showing Changing Email subscription Log activity inside the profile:

Log activity inside the Consolidated activity table:

this image showing Changing Email subscription Log activity inside the Consolidated activity table:

The change will be logged with the name of the user or candidate/contact who initiated the change.

This iamge showing The change will be logged with the name of the user or candidate/contact who initiated the change.

Search Candidate & Contactโ€™s Email Permission Status

Weโ€™ve added in Email Subscription for both Candidate and Contact in Search and in the table view (Contact / Candidate / Application), allowing you to search for who has Subscribed / Unsubscribed / No Email (for Contact only).

To add the Email Subscription column to your Table View, click on Table Views & configuration > Columns > Search for Email Subscription > Check the box next to the field.

For Contact's table view:

  • You can add the Email Subscription column to see the status in the table view of Contacts.

This gif showing For Contact's table view:  You can add the Email Subscription column to see the status in the table view of Contacts.

Contacts search in Advanced search

  • You can use the Boolean search to locate and search for contacts based on their email subscription status

This gif showing how Contacts search in Advanced search  You can use the Boolean search to locate and search for contacts based on their email subscription status

For the Candidate's table view:

  • You can add the Email Subscription column to see the status in the table view of Candidates.

This gif showing how For the Candidate's table view:  You can add the Email Subscription column to see the status in the table view of Candidates.

Candidate search in Advanced search

  • You can use the Boolean search to locate and search for candidates based on their email subscription status

This gif showing how Candidate search in Advanced search  You can use the Boolean search to locate and search for candidates based on their email subscription status

Not seeing the email permission section for your candidates?

You can add the email permission settings in your candidate summary layout by following the steps below:

๐Ÿ‘‰ Simply head to Settings > Field Configuration > Candidate Summary > Privacy > enable the field.

This gif showing these steps ๐Ÿ‘‰ Simply head to Settings > Field Configuration > Candidate Summary > Privacy > enable the field.

For more information on configuring the candidate's summary page click here

Email Templates

Note: Unsubscribing Contacts and Candidates will prevent them from receiving certain email templates meant for bulk emails, but they will still receive other emails.

โŒ Candidates will stop receiving the following email templates when unsubscribed:

Email Template number

Function

6.1

Email in candidates stage -> Candidates

6.2

Email in Shortlisted candidates stage -> Candidates

6.3

Email in Resumes Sent stage -> Candidates

6.4

Email at 1st Interview stage -> Candidates

6.5

Email at 2nd+ Interview stage -> Candidates

6.6

Email in Advanced Search -> Candidates

6.7

Email in Taskboard -> Candidates & Contacts

6.8

Email at Offer stage -> Candidates

6.9

Email at Placements stage -> Candidates

โŒ Contacts will stop receiving the following email templates when unsubscribed:

Email Template number

Function

7.1

Email all stages in CRM -> Contacts

7.2

Email in Advanced Search -> Contacts

7.3

Email in Tasks -> Contacts

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