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Control Placement Follow-Up Emails

Control how automated follow-up emails are sent for placements based on placement dates. Follow-up emails are typically sent at scheduled intervals to check in on active placements, but placement timelines can change. This functionality ensures follow-up emails align with the actual placement duration and helps prevent emails from being sent after a placement has ended earlier than expected.

Let’s get started 🚀

Step 1: Log in to your agent dashboard, then click More > Global Settings, as shown in the screenshot below.


Step 2: From the available tabs, click the Relationships tab.


Step 3: Click the Candidate Client Relationships option to expand it and view its details.


Step 4: Scroll down and check the Pause followup emails when end date changed for assigned candidate checkbox. The settings will be saved automatically.