What
How to control whether Mercury automatically sends Sales emails to Candidates.
Sales emails in Mercury are classed as such where the email is one of the following:
- sent from Mercury Search.
- created with a Template which is marked as a Sales email type.
- sent from the Email Editor when it's set to Multiple Emails (see image below).
- when Spec Send is ticked in the Email Editor and it's set to Single Email mode (see image below).
Where
Home > Contacts > Candidate record > Further Information tab
How
The below is from a Mercury Community Forum conversation thread
Q: Are emails prevented from being sent automatically to Candidates that have an active placement? I want to start a project of contacting candidates to update their details and don’t want to upset a lot of candidates we have working on contracts for us or have placed in permanent roles.
A: When a Candidate is placed, Mercury auto-sets the Sales Email switch to 'Don’t Send'. When their Placement ends, Mercury auto-sets it back to 'Send'.
Q: Can we update ‘Sales Email’ to 'Don’t Send' manually?
A: Yes, go to a Candidate record > Further Information tab > manually switch the 'Sales Email (candidate)' field to 'Send' or 'Don’t Send'.
Q: Regarding the ability to manually change the Send/Don't Send switch - is there any workflow rule built into Mercury that could override the manual change? I.e. reverting back to 'Don’t Send' if the Status is ‘Active Placement’? I would be concerned that we are going to miss sending these emails to candidates we may have placed in a permanent role 5 years ago, for example.
A: Once you’ve manually changed the flag, it will remain in that state until you consciously change the flag again manually, or if you enable a custom-built workflow to change the flag status based on some kind of activity having taken place. The only time that the software, as a standard feature, auto-changes the flag, is if it was never changed from Send to Don’t Send, when it will change automatically based on Placement status.