Communicate with the Job Seeker

KEY TOPICS:

• Send an Email Message to a Job Seeker
• Send a Text Message
• Document a Telephone Call
• Show/Hide Job Seeker Communications by Mode

RELATED TOPIC:

• Notification Center

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Communicate with a Job Seeker and Track the Interactions

The Job Seeker detail > Communications tab supports your organization's efforts to reach out to a Job Seeker by email and text, while also supporting your efforts to document telephone calls.

Accordingly, the tab is divided into a left-hand column for tracking all Communications, plus a right-hand window, serving as a task area for composing and documenting these conversations.

Send an Email Message to a Job Seeker

From the upper toolbar, choose the Email icon. Then proceed downward and complete the provided menus and fields:

1. (Optional) Select a Template from the provided drop-down (or leave the selection as: None).
2. Review the Job Seeker's email, as populated in the To field.
3. (Optional) If applicable, CC and/or BCC other balanceTRAK users by typing a few letters of each name,name and selectselecting the userone from thoseprovided provided.prompts. (To CC or BCC an external contact, enter the contact's email address.)
4. Enter a Subject for the message.
5. (Optional) To add a file to the message, click the [Attachment] icon, and browse for the file on your computer.
6. Enter content in the message,message body, and format,format its appearance, using athe Word-like formatting toolbar.

When the above items are complete, click the [Send] button at the bottom of the window.

Send a Text Message

Document a Telephone Call

Filter Communications

After several Communications with the Job Seeker, it may be beneficial to reduce the accumulated list by mode. By default, all modes are shown.