Send message to onboarding profile

Here you can learn how to send a message to an onboarding profile/employee.


1. Go to Onboarding in the main menu

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2. Click "Pipeline details" of the process or the related tab, in order to find the required onboarding profile/employee

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Alternatively you can click directely on the onboarding profile from the Overview tab.

3. Click on the onboarding profile/employee you wish to send a message

4. Click on the message botton 

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Trigger: Indicate if the message is to be trigged at once or after a specific step in the process.

Delay: Indicate a dispatch delay, in case the message must not be sent untill eg some days after the trigger matches.

To: Indicate the receivers private or work e-mail address.

CC/BCC: You can enter the employee's private or work e-mail cc on the message, if you want the message to be send to both e-mail addresses.

From: Indicate sender e-mail address. It can be yourself with your own mail address or yourself with a no-reply mail address, and the company as sender with a no-reply mail address. 

Language: Choose the required language.

Template: You can use a message template with Key Words, if you have one suited for this purpose. 
Learn here how to create a message template.

Layout: Choose which mail layout to be used, if you have more than one to choose from.

Preview: Click here in case you would like to see a preview before sending the message.

Click the "Paperclip" clips.png to attach filer and the "Staples"  flettefelter2.png to insert Key Words.


5. Click "Send now" to send the message or ...... 

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... "Send later" if you want the message to be sent later

Choose the date and time for the dispatch or save the message as a draft. 

Click "Save" to save the draft or the time of dispatch.

In the tap "Messages" the message can be edited and/or sent.

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Click "Edit or send" to send the draft message.