Auto-Track Email Activities

Today, we're launching a new functionality that will make email activity tracking easier for everyone.

Instead of manually having to enter a candidate Activity when you send them an email, VocationCRM can now automatically create an Activity record for you that includes the date, subject line, and sender details of your email to an inquirer.

Here's how it works:

1. Using your VocationCRM log-in email address, draft an email to the Candidate

2. Make sure the Candidate email you're sending to matches the Candidate email in the software

3. Add a BCC recipient: activitylogger@vocationcrm.com

4. Send the email

The ActivityLogger@VocationCRM email inbox will receive your email, check if it can match your email address and the candidate's email address, and if so, will add an Activity record to that candidate's profile that includes the date of the email, the subject line, and your email address.

This process should be completed within minutes of your email delivery.

A few important things to note:

1. First, make sure that you are sending the email from the same address as the one you use to sign into VocationCRM with.

2. Second, make sure the candidate's email matches the email you have in VocationCRM.

3. Third, this will only track a 1:1 email to a single candidate, so if you send to multiple candidates at the same time, it will not log the activity.

   
   

Please contact us if you have any questions about using this functionality!