Connect your email account
To send email from Happlicant, first turn on Enable Email Sending in Email Settings, then connect a Google, Microsoft, or SMTP/IMAP account and save the connection. Emails are not sent until both are done.
Enable email sending
Email sending lives in Email Settings, and no emails go out from Happlicant until it is on. Turn it on before you connect an account.
Go to Settings and open Email Settings.
Turn on Enable Email Sending.
Connect Google, Microsoft, or SMTP/IMAP
Connect the account that matches the mailbox you use: Google, Microsoft, or SMTP/IMAP.
Google: brings Gmail and Google Calendar into Happlicant for sending and logging communications.
Microsoft: brings Outlook email and the Outlook calendar into Happlicant.
SMTP/IMAP: connects a mailbox directly over SMTP and IMAP.
In Email Settings, choose Google, Microsoft, or SMTP/IMAP.
Connect your account for that provider.
Select and save your connection
Connecting an account is not enough on its own: the connection only takes effect after you select its type and save.
In Email Settings, select the connection type you just connected.
Save the selection.
Once the connection is saved, every email you send from Happlicant is logged against the relevant candidate and contact profiles, so each conversation stays with the right record.
Automated emails also depend on this connection. Stage actions and the application, rejection, and interview email templates send through it, so finish this setup before you rely on automations (see Set up stage automations and email templates).