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:
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 to complete the menus and fields, as displayed:- (Optional) Select a Template from the provided drop-down (or leave the selection as: None).
- Review the Job Seeker's email, as populated in the To field.
- (Optional) If applicable, CC and/or BCC other balanceTRAK users by typing a few letters of each name and selecting one from provided prompts. (To CC or BCC an external contact, enter the contact's email address.)
- Enter a Subject for the message.
- (Optional) To add a file to the message, click the [Attachment] icon, and browse for the file on your computer.
- Enter content in the message body, and format its appearance, using the 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. Toggle one, two, or all three icons from active to inactive, reducing the list, as needed.