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External
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Article
Overview
After you’ve created a Sequence, you can send it to candidates you’ve sourced.
There are a few ways you can send an email Sequence out:
- From the Gem extension (send to candidates individually.)
- From your Sequences page on Gem (send to candidates individually or in bulk.)
- From your Projects page on Gem (send to candidates individually or in bulk.)
From the Gem Extension
- Scroll to the bottom of the Gem extension and select the Message button.
- Search for and select your Sequence.
- Review your Sequence template in the preview window and send it once you’re ready.
From your Sequences Page on Gem
- Go to your Sequences page and select the Sequence you wish to send.
- Select the Add Recipients button.
- In the Add candidates individually section, enter the name of the candidate. If you wish to add candidates from one of your existing Gem Projects, look under Add candidates from a project and select it.
- Select the Next: Edit Stages button to preview your Sequence template and send it once you’re ready.
From your Projects Page on Gem
- Go to your Projects page and select the Project containing the candidates you wish to send your Sequence to.
- Select the candidates you wish to send this Sequence to.
- Select the Add to Sequence button and select the name of the Sequence.
- Select the Next: Edit Stages button to preview your Sequence template and send it once you’re ready.
Additional Resources
To learn more about Sequences, see the following resources.
Videos
- How to Create and Edit a New Sequence in Gem (3 minutes): This video covers how to create and edit a new Sequence in Gem.
- How to Review and Finalize a Sequence in Gem (2.5 minutes): This video covers how to review and finalize a new Sequence in Gem.
- Assign and Initiate an Email Sequence (1 minute): This video covers how to assign and initiate an email sequence in Gem.
Related Articles
- Sequences overview
- Create a Sequence
- Edit a Sequence
- Sending InMail Sequences in Gem
- Custom tokens overview
Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.