Creating an Email Campaign

Objectives

After completing this lesson, you will be able to:
  • Create an email layout for use with email campaigns and manually generated Recruiting emails
  • Create a content template for use in email campaigns
  • Create an email campaign
  • Add recipients to an email campaign
  • Create an initial consent opt-in email campaign
  • Send email campaigns and view results

Email Campaigns

Email campaigns have the following features:

  • Candidate Relationship Management email campaigns enable organizations to send bulk email campaigns to up to 2 million candidates with high deliverability.
  • Email campaigns can be sent to both external and internal candidates.
  • Brand consistency is maintained through the use of email layouts and email campaign content templates.
    • Email layouts can contain logos and can be used for all email sent from SAP SuccessFactors Recruiting, with the exception of auto-generated email.
    • Email content templates are typically created by the organization’s external marketing group and can beaded to an email campaign and edited before sending.
  • Email recipients can be added in a variety of ways.
  • With custom reply to addresses, recruiters can get candidate replies in their inbox.
  • Campaign emails are sent only to recipients who have opted in to receive marketing emails.
  • An email campaign can only be sent once.
  • Email campaign information is reportable through the Report Center, allowing companies to improve candidate marketing on an ongoing basis.

How Customers Use Email Campaigns

Customers use email campaigns for many purposes, usually with the ultimate goal being to keep the candidate engaged. Some common campaign emails include:

  • Thank candidates for completing a data capture form.
  • Invite candidates to attend company events.
  • Offer remote training opportunities related to the role.
  • Maintain communication about pertinent opportunities, and include a link to a category page on the Career Site Builder (CSB) site that contains current open positions.

Note

It is a leading practice to always embed a link to the career site in email campaigns.

Email Layouts for Branded Manual Emails

An email layout can be used for email campaigns or when manually sending emails to one or more candidates. Manual emails can be sent from:

  • Candidates → Search → Select candidate(s) → Send Mail
  • Candidate Profile → Email
  • Candidate Workbench → Select candidate(s) → Action → Email candidate
  • Application → Email
  • Offer Letter → Send via email
Select an Email Layout for Branded Manual Emails by select the Email Layout option from the drop-down list.
Example of the Best Run company Email Layout.

Note that currently branded emails cannot be used when sending an email associated with a candidate status or a Recruiting email trigger.

Email Layout Tips

Email layouts manage the branding and layout of HTML or text emails, so that non-technical users can create email campaigns, and the company can be assured that their branding guidelines are followed.

With the exception of the Configurable Text area, all components for email layouts are configured within Career Site Builder.

The components available for email layouts include the following:

  • Header: Includes a logo to the left or right of text
  • Configurable Text Area: Customizable for each email campaign
  • Text: Multiple Text components can be added.
  • HTML: Can be used like the Custom Plugin component on other pages: create two columns for the email, add images, and so on.
  • Footer: Contains text.

To begin using email layouts, we recommend starting with a simple design, for example, add a logo to the Header and perhaps change the font for the Text components.

Email layouts cannot be deleted but can be deactivated.

Email Layout Example

Email layouts are composed of the following components:

  • Header
  • Text (can be added multiple times)
  • Configurable Text Area
  • HTML
  • Footer
Example of the Best Run company Email Layout. It consists of the following sections (starting from the top of the email body): header, text (can be added multiple times), configurable text area, text, footer.

Create an Email Layout

To create an email layout, proceed as follows:

Steps

  1. From Career Site Builder, choose Layouts, and then select Email.

  2. Select +Add, name the layout, and select the locale and brand.

  3. On the Details page, make the layout Active.

  4. On the Styles page, you can change the background color for the email layout.

  5. On the Email Layout page, add the desired components and order them.

  6. Select each component to make any changes that are required for all emails that are created from that template, for example, upload the logo.

    To add Components to an Email Layout, on the Email Layout Editor page, choose the Add Component button and select your component.

Result

An email layout has been created.

Create an Email Layout

This video covers how to create an email layout.

Note

There is no audio in this video.

Business Example

Best Run would like a different email layout for each brand, starting with a layout for the Best Run brand.

Steps

  1. Within CSB, navigate to Layouts → Email.

  2. Choose +Add to create a new layout.

  3. For the Name field, enter Best Run, select the English Locale, and select the default Brand.

  4. Save.

  5. On the Details page, select YES for Is Active.

  6. On the Styles page, you can to change the background color for the email, if desired.

  7. From the Email Layout page, choose Components and add each of the available components. Add the Text component a second time.

  8. Reorder the components in this way: Header, Text, Configurable Text Area, HTML, Text, Footer.

  9. Select the Header component and view the available options.

  10. For Header Style, select Logo Left of Text.

  11. From the Details page, add this Header Text: Be part of a winning team: Join us at Best Run!

  12. Select the T icon and use Font Size 16.

  13. On the Logo page, choose Select Image and select Best_Run_logo.png.

  14. On the Styles tab, change the Header Text color to Best Run Blue.

  15. Save.

  16. Select the back arrow and select the first Text component. Add this Text: Best Run has a variety of satisfying careers to choose from: Find yours today!

  17. Choose the back arrow and select the Configurable Text Area component. Notice that the background color can be changed here. (If necessary, choose the Background color and select white.) The actual text is added in Recruiting before the email is sent.

  18. Select the back arrow and select the HTML component. Do not make any changes here.

  19. Select the back arrow and select the second Text component. Add this Text: Would you like more information about an open position? Please contact our Staffing Team.

  20. Choose to open the Footer component and add this Footer Text: Best Run is an equal opportunity employer.

  21. Save and preview. (The layout will look different when the actual email is sent.)

Email Campaign Content Templates

Email campaign content templates contain the text to be inserted into the branded emails sent to candidates via email campaigns. Permission to create content templates is typically restricted (not granted to all recruiters). The content can be edited before an email is sent.

To add tokens, see the highlighted item in the figure that appears below, for the Insert Recipient Field dialog.

To add tokens, on the Create Email Campaign Content Template page, choose the ellipsis button (three dots) and select Recipient Field. Then, Add Tokens to an Email Campaign on the Insert Recipient Field dialog.

Create an Email Campaign Content Template

To create an email campaign content template, proceed as follows:

Steps

  1. Navigate to Admin Center → Manage Email Campaign Content Templates.

  2. Select New Content Template.

  3. Complete the fields.

  4. Enter the content for the email in the Rich Text Editor.

  5. To add a token, choose the ellipsis button (3 dots), select Recipient Field, and select the desired token.

  6. Save.

    Note

    Currently, a separate email campaign must be created for each desired language. However, you create just one email content template, and enter translations for it. In other words, create a content template in the default language, switch the Locale dropdown to the next language, and enter the translations.
    Create Email Campaign Content Templates for Different Locales, for example, English US, Spanish, or French.

Result

An email campaign content template has been created.

Creation of Reusable Content Templates

An option when creating a content template is to use a placeholder so that content can be replaced after the template is added to an email campaign. In this way, fewer content templates are required. For example, if a company plans to hold career fairs in multiple cities, you could create one content template with placeholders such as this: Please join us on ＜date and time＞ at ＜location＞.

The content template is then added to multiple email campaigns, and the placeholders are completed with the relevant information for that email: Please join us on Friday, November 16, at our U.S. Headquarters: 3999 West Chester Pike, New town Square, PA 19073.

Note that these placeholders are not the same as tokens, which are automatically replaced when the email campaign is sent. In this example, the token is replaced with the candidate’s first name: [[CANDIDATE_FIRST_NAME]].

Create an Email Campaign Content Template

This video demonstrates how to create an email campaign content template.

Note

There is no audio in this video.

Business Example

One of the use cases introduced earlier is regarding a Career Fair for Engineering Students. Best Run would like to send two different targeted emails to the following groups:

  • Students who are graduating this term are invited to apply for current open positions.
  • Students who will be returning to engineering school next year are invited to an event at the company’s offices to learn more about available internships.

Note

We will be using placeholders. After adding the template to an email campaign, you will replace the placeholders with the relevant text.

In this exercise, create a content template for the second group: Engineering students who are graduating this year.

Steps

  1. Navigate to Admin Center → Manage Email Campaign Content Templates.

  2. Choose New Content Template and make the following selections:

    • Locale: English US
    • Status: Enabled
    • Content Template Name: Internship Opportunities for Students - post Career Fair
    • Email Subject Line:You are invited to check out the Best Run Internships!

  3. Enter the Content (Email Body). To add a token, choose the ellipsis button (3 dots), select Recipient Field, and select the desired token.

    Code Snippet
    1234567891011121314
    Dear [[CANDIDATE_FIRST_NAME]] [[CANDIDATE_LAST_NAME]],
 
Thank you for participating in the <Brand> Career Fair for <Area of Study> Students in the <City> Area!

We would like to learn more about you and your career goals and provide you with the opportunity to learn more about <Brand>’s internship opportunities for <Area of Study> students. 

Please join us <date and time> at <location>.

If you have questions, please reply to email me directly. 

I look forward to meeting with you!

<Recruiter>,
Best Run Staffing Department

  4. Apply any formatting that you want.

  5. Save.

Create an Email Campaign

To create an email campaign, proceed as follows:

Steps

  1. Navigate to Recruiting → Marketing.

  2. Choose New Email Campaign.

  3. Enter basic information about the email, including the name, description, locale, brand, email subject, and from and to information.

  4. Select the email layout and email campaign content template that is typically created earlier in the process.

  5. Override the content from the template, if necessary.

  6. Save.

    Note

    A separate campaign must be created for different languages, and so on.
    To create a new campaign, on the Marketing tab, choose the New Email Campaign button.

Result

An email campaign has been created.

Fields to Populate for an Email Campaign

Selected fields to populate for an email campaign including the following:

  • Email Campaign Code: Automatically generated from the Campaign Name. Must be URL- compliant and can be overwritten.
  • From Display Name: How you would like the From information to be presented on the email.
  • Reply- To Display Name: How you would like the Reply To information to be presented on the email.
  • Reply-To Email Address: Actual email address that potential candidates reply to.
  • To: See the next section.
  • Email Layout: Select an email layout created in Career Site Builder.
  • Content Template: Select an email campaign content template created in Admin Center. This content can be edited, if necessary.

Create an Email Campaign

This video demonstrates how to create an email campaign.

Note

There is no audio in this video.

Business Example

Continue working with the use case: Engineering students who will be graduating in the future. In this exercise, create the email campaign for students in the Chicago area.

Steps

  1. Proxy as a recruiter, such as Paula Price.

  2. Navigate to Recruiting → Marketing.

  3. Choose New Email Campaign and make the following selections:

    • Email Campaign Name: Engineering Students-Chicago-Internships
    • Campaign Description: Invitation to learn about internships for Engineering students in the Chicago area
    • Locale: English US
    • Brand: default
    • Email Campaign Code: Engineering_Students-Chicago-Internships (Note that the space in the Email Campaign Name was replaced with an underscore character.)
    • From Display Name: Best Run Staffing
    • Reply-To Display Name: Paula Price
    • Reply-To Email Address: Enter your own email address.
    • To: [To be completed in the exercise, Add Recipients to an Email Campaign.]
    • Email Layout: Best Run. Click Preview Layout to view the email layout that will be used for this email campaign.
    • Content Template: Internship Opportunities for Students - post Career Fair
    • Email Subject Line: Best Run Engineering Internship Opportunities in Chicago!

  4. In the Content section, replace the placeholders within <>, but do NOT replace the email tokens within [[]]. If you copy and paste, choose Remove Formatting.

    • <Brand>: Best Run
    • <Area of Study>: Engineering
    • <City>: Chicago
    • <date and time>: Friday, November 16
    • <location>: our headquarters: 430 N Michigan Ave, Chicago, IL 60611
    • <Recruiter>: Paula Price

  5. Save.

  6. Choose Review Email.

  7. Confirm that the first two lines of the email look like this:

    Dear [[CANDIDATE_FIRST_NAME]] [[CANDIDATE_LAST_NAME]],

    Thank you for participating in the Best Run Career Fair for Engineering Students in the Chicago Area!

Addition of Recipients to an Email Campaign

Up to 2 million candidates can be added to an email campaign. They are processed in jobs of 250,000 each. Recipients are not added directly from the email campaign page, but can be added from several other areas of SAP SuccessFactors Recruiting.

Add a Talent Pool as Recipients

Typically, an entire talent pool is not added to an email campaign. To do so, proceed as follows:

Steps

  1. Navigate to Recruiting → Candidates → Talent Pools.

  2. Select the talent pool, click the ellipsis button, and select Add to Email Campaign.

  3. In the Add to Email Campaign dialog box, begin typing the name of the email campaign and select it when it appears.

  4. Choose Submit.

    To add Recipients in a Talent Pool to an Email Campaign, on the Talent pool tab, select the talent pool name and choose the elipsis button (three dots) and select Add to Email Campaign.

Result

A talent pool has been added as recipients to an email campaign.

Select Members From a Talent Pool as Recipients

You don’t have to add an entire talent pool. You can select individual members in the pool.

For example, to send an email campaign to all statuses of a particular talent pool except those in the status of Not Actively Seeking, proceed as follows:

Steps

  1. From the Talent Pool Members page, select a status, and then select All Candidates.

  2. Choose Actions → Add to Email Campaign.

  3. Repeat for the other desired statuses.

    To add Selected Members from a Talent Pool to an Email Campaign, select the checkbox next to the candidate's name, choose Actions and then choose Add to Email Campaign.

Result

Selected individual members in the pool have been chosen as recipients.

Select Candidates to Add as Recipients

To select candidates to add to an email campaign, proceed as follows:

Steps

  1. Navigate to Recruiting → Candidates → Keyword and Item Search.

  2. Search for candidates. Note that to search on a field you created using Candidate Profile Extension, select the field from the Profile Extension dropdown list.

  3. Choose Search.

  4. Select the desired candidates, and from the Actions option,select Add to Email Campaign.

  5. Select the name of the email campaign, and choose Submit.

  6. To confirm that the correct candidates were added, navigate to Recruiting → Marketing and open the email campaign.

  7. Scroll down to the To option and notice the number of Manually Added Recipients and Talent Pools.

    To add Recipients to an Email Campaign from a Candidate Search, search for candidates. Select the desired candidates, and from the Actions option, select Add to Email Campaign. Select the name of the email campaign, and choose Submit.

    Note

    Note that you can also filter by whether the candidate has opted-in to receive email campaigns.

Result

Candidates have been selected as recipients for an email campaign.

Add Recipients to an Email Campaign

This video demonstrates how to add recipients to an email campaign.

Note

There is no audio in this video.

Business Example

Add candidates to an email campaign in a variety of ways. (Note that our specific use case is for Engineering students in Chicago who are graduating in the future, but we will not restrict ourselves to those parameters for this exercise.) Remember that candidates who are added multiple times to the email campaign will receive only one email.

Steps

  1. Proxy as Paula Price.

  2. To add just selected members of a talent pool, navigate to Recruiting → Candidates → Talent Pools, choose to open the Web Developers pool.

    1. Choose the Warm status (or any status that contains candidates).
    2. Select the box before the candidates in that status.
    3. From the Actions dropdown list, select Add to Email Campaign.
    4. Select the email, Engineering Students-Chicago-Internships, and choose Submit. ChooseOK.

  3. To add candidates who attended the career fair and will graduate later, navigate to Recruiting → Candidates → Keyword and Item Search.

    1. From the Profile Extension dropdown list, select Year you will graduate.
    2. Select the year after this one.
    3. From the Profile Extension dropdown list, select Area of concentration (Major).
    4. Enter Engineering.
    5. Click Search.
    6. Select the candidates, and from the Actions option, select Add to Email Campaign.
    7. From the dropdown list, select the name of the Email Campaign, Engineering Students-Chicago-Internships.
    8. Choose Submitand then OK.

  4. To confirm that the correct candidates were added, navigate to Recruiting → Marketing and open the email campaign that you created.

    1. Scroll down to the To option and notice the number of Manually Added Recipients and Talent Pools.
    2. Select the link to view the candidates that were added to the email.

Email Campaign Consent Management

Email campaigns can only be sent to candidates who have opted in to receive marketing email campaigns. With the Marketing Email Consent feature, a candidate can choose to opt-in or opt out of marketing emails.

Enable Consent of Marketing Emails. It will appear as a Hear more about career opportunities checkbox.

Marketing Consent Flag: Possible States

The possible states for the Marketing Consent Flag are as follows:

  • Unknown: For candidates who were in the system before the introduction of the consent flag, the state of consent is unknown. These are the candidates who will receive the opt-in email.Example of a Marketing Consent for an Unknown candidate. The checkbox Hear more about career opportunities shows a minus sign.
  • True: Candidate has opted in to receive marketing emails. These candidates will not receive opt-in emails.Example of a Marketing Consent for a candidate who opted in to receive marketing emails. The checkbox Hear more about career opportunities is selected.
  • False: Candidate has opted out of receiving marketing emails. These candidates will not receive opt-in emailsExample of a Marketing Consent for a candidate who opted out of receiving marketing emails. The checkbox Hear more about career opportunities is deselected.

Enablement of Candidate Privacy Options

Existing candidates can change their setting for Hear more about career opportunities from the candidate profile, provided that data privacy settings are enabled.

To enable this setting in Provisioning, proceed as follows:

  1. Select Provisioning → Managing Recruiting → Edit Candidate Privacy Options.
  2. Select the Ask external candidates to set their visibility settings when creating an account or profile option.
  3. Choose Save Settings.
To enable Visibility Settings on the Candidate Profile, under Search Options and Privacy, the option Any company recruiter worldwide is selected. Additionally, the checkbox Hear more about career opportunities shows a minus sign.
Enable Visibility Settings When Creating an Account. The checkbox next to Ask external candidates to set their visibility settings when creating an account or profile is selected.

Enablement of the Marketing Emails Option

Some customers will want Hear more about career opportunities to be selected by default when the candidate creates their account in Recruiting. The candidate can uncheck it manually before choosing Create Account.

Enable Consent of Marketing Emails. It will appear as a Hear more about career opportunities checkbox.

To enable this by default, from Admin Center → Manage Recruiting Settings, select the Enable selection of the Marketing Emails checkbox by default on account creation option.

Enable the Marketing Email Option by Default.

Note that in some countries, candidates are required to manually opt-in to receive email, not accept a pre-selected opt-in default. For those customers, do not select the default options.

Manage Data Privacy and Marketing Email Options

Business Example

In this exercise, enable some options as the admin, update the Marketing Email selection as a candidate, and apply for a job as a new candidate.

Task 1: Select Hear more about career opportunities for an Existing Candidate

Note

Before beginning this task, ensure that you know the login credentials for an existing candidate in your instance. Not sure? Proxy as Paula Price in Recruiting Management and view the Candidate Workbench page for one of your job requisitions. If necessary, view the candidate profile for one of your candidates.

Steps

  1. Open your CSB career site.

  2. Choose View Profile.

  3. Log in to the account as a candidate who has previously submitted an application.

  4. Scroll down and expand the Search Options and Privacy banner.

  5. Ensure that Hear more about career opportunities contains a checkbox.

  6. If you made a change, choose Save.

Task 2: Enable Selection of the Marketing Emails Checkbox by Default

Steps

  1. Log in as the admin, navigate to Admin Center → Manage Recruiting Settings.

  2. Scroll down to the section General Data Privacy Settings.

  3. Confirm that this option is enabled: Show the Consent to Marketing Emails checkbox on account creation and on the candidate profile.

  4. Confirm that this option is enabled: Enable selection of the Marketing Emails checkbox by default at account creation.

  5. If you made changes, choose Save.

Task 3: View Changes on the Create Account page

Steps

  1. Open your CSB career site. If you are already logged-in as a candidate, choose View Profile and Sign Out.

  2. From the header for the Default Brand, select Not Finding a Job? → Join Our Talent Community.

  3. Scroll down and notice that Hear more about career opportunities is selected by default.

Initial Consent Opt-in Email Campaign

To invite recipients to participate in email campaigns, create Initial Consent Opt-in Email Campaigns. Unlike regular email campaigns, opt-in campaigns can be sent to recipients who have neither opted in nor opted out of email campaigns. It will not be sent to candidates who have already opted-in or opted-out.

Remember that you may need to create multiple Initial Consent Email Campaigns, taking into account the different locales and other segmentation requirements.

If desired, from candidate search, you can filter to add only candidates who have opted-in to marketing emails

To filter Candidate Search by Opt-in Option, on the Keyword and Item Search tab, for Marketing Email Consent, use the drop-down list to select your option.

Create Initial Consent Opt-in Email Campaign

To create an Initial Consent Opt-in Email Campaign, proceed as follows:

Steps

  1. Create a new email campaign as before, and in the Email Text, add the token [[EMAIL_CONSENT_OPT_IN_URL]]. This token is resolved to Click here. When recipients select it, their campaign email consent is changed to Opt-In.

  2. Add recipients from the candidate search. Remember that you can use the Marketing Emails Consent filter and select Neither Accepted nor Declined.

  3. Navigate to Admin Center → Manage Data.

    • From the Search box, use typeahead to select Campaign.
    • From the next dropdown box, select the name of the Initial Consent Opt-in Email Campaign.
    • From the Take Action dropdown list near the top right, select Make Correction.
    • Select Yes for the Include Recipients Who Have Neither Accepted Nor Refused Consent field and save.

  4. Send the Opt-in Email Campaign and view results. See the next section for details.

Result

An an Initial Consent Opt-in Email Campaign has been created.

Create and Send an Initial Consent Opt-in Email

Business Example

Before sending the email campaign that we created earlier, send an Initial Consent Opt-in Email Campaign to invite candidates to opt-in to receive email campaigns.

Task 1: Create the Initial Consent Opt-in Email Campaign

Steps

  1. Proxy as Paula Price and navigate to Recruiting → Marketing.

  2. Click New Email Campaign and make the following selections:

    • Email Campaign Name: Opt-in_US

    • Campaign Description: Opt-in email campaign sent to candidates in the U.S.

    • Locale: English US

    • Brand: default

    • Email Campaign Code: Opt-in_US

    • From Display Name: Best Run Staffing

    • Reply-To Display Name: Paula Price

    • Reply-To Email Address: Enter your own email address.

    • To: (To be completed in Task 2.)

    • Email Layout: Best Run

    • Content Template: none

    • Email Subject Line: Hear about Career Opportunities with Best Run!

    • Content (Email Body): Enter the following text:

    Dear [[CANDIDATE_FIRST_NAME]] [[CANDIDATE_LAST_NAME]],

    Best Run would like to send you information about career opportunities. If you would like to receive these emails, please [[EMAIL_CONSENT_OPT_IN_URL]].

    Thank you for your consideration,

    Paula Price

    Best Run Staffing Department

    Note

    Remember to select Remove Formatting if you paste it in. Select the tokens from the ellipsis button and select Recipient Field.

  3. Save.

  4. Choose Review Email.

Task 2: Add Recipients

There are a variety of ways to add candidates who may not have selected the Consent to Marketing Email option. If the customer's career site has been live for a while, you may have to add candidates in batches.

Steps

  1. Navigate to Recruiting → Candidates → Keyword and Item Search.

  2. From the Activity dropdown list, select Created profile.

  3. For our testing purposes, from the created profile dropdown list, select in the past month.

  4. Choose Search.

  5. Accept the results.

  6. Select all listed candidates.

  7. From the Actions dropdown, select Add to Email Campaign.

  8. Select the Opt-in_US email.

  9. Choose Submit.

  10. Choose Ok.

Task 3: From Manage Data, Enable the Email Campaign to be Sent

Steps

  1. As the admin, navigate to Admin Center → Manage Data.

  2. From the Search box, use typeahead to select Campaign.

  3. From the next dropdown box, select the name of the Initial Consent Opt-in Email Campaign that you just created: Opt-in_US.

  4. From the Take Action dropdown list near the top right, select Make Correction.

  5. Select Yes for the field Include Recipients Who Have Neither Accepted Nor Refused Consent.

  6. Save.

Task 4: Send the Initial Consent Opt-in Email Campaign

Steps

  1. Proxy as Paula Price and navigate to Recruiting → Marketing.

  2. Choose the name of the Opt-in Email Campaign: Opt-in_US.

  3. Scroll to the bottom and choose Review Email.

  4. Review the information on this page, and if satisfied, choose Send Email.

  5. To send immediately, choose Send Email.

  6. Confirm by selecting Send.

Task 5: View Results

Steps

  1. From the Recruiting → Marketing → Email Campaigns page, ensure that the Status column contains Sent.

  2. Choose the name of the email campaign to view the results. Email campaigns sent from a Stage or Preview environment are only delivered to sap.com email addresses.

Send Email Campaigns

To send an email campaign, proceed as follows:

Steps

  1. Navigate to Recruiting → Marketing.

  2. Choose the name of the email campaign.

  3. Scroll to the bottom and choose Review Email.

  4. Choose Send Email.

    You are returned to the Email Campaigns page.

  5. Choose the name of the email campaign to view the results.

    Note

    Note that you also have the option to send a test email.
    • You are prompted to enter the email address.
    • Note that, from stage instances, test emails are only delivered to @sap.com email addresses. Test emails are sent to all email addresses from Production.
    To send a Test Email , select the Send Test button.

Result

An email campaign has been sent.

Send Email Campaigns at a Future Date/Time

Customers have the ability to schedule a future date and time to send an email campaign.

The scheduled time must be at least one hour in the future.

Steps

  1. After choosing Send Email, select Schedule Email.

  2. A time one hour in the future is displayed, in your own time zone. Either accept that or choose the calendar icon to select a different date and/or time.

  3. After selecting the Date and Time, choose Schedule Email.

  4. From the Email Confirmation, choose Schedule.

  5. You will receive an email confirmation when the email is sent.

    To send Email Campaigns at a Future Date/Time, in the Send Email dialog box, select the Send at a Specific Date Time radio button.

Result

An email campaign has been scheduled to be sent at a future date and time.

Viewing the Results

After sending an email, either a confirmation displays, or an error message describes the issue with sending the email.

  • An email campaign with no recipients is not sent. If the email has no body text, a warning message displays. There is a delay in viewing the results; return to the page for updates.
  • If the recipients include talent pools with more than 30 members, the status of the campaign is changed to In Progress.
  • When the emails have been sent, an email is sent to the sender.
  • You can view the status of the job in the job log in Provisioning.

Email Campaign Details

The details of an email campaign are as follows:

  • Views – Number of recipients who viewed the email
  • Clicks – Number of recipients who clicked on the link in the email
  • Unsubscribed – Number of recipients who clicked on Unsubscribe
  • Undeliverable – Number of recipients who could not receive the email as their email addresses were not valid
  • Not Sent – Number of recipients who were not sent the email either because of missing consent or refused consent
On the Email Campaign tag, view the Email Campaign Results. Results are accompanied by different color progress bars (green, yellow, and red).

Send an Email Campaign and View Results

Business Example

Send the email campaign that you created earlier.

Task 1: Send an Email Campaign and View Results

Steps

  1. Proxy as Paula Price.

  2. Navigate to Recruiting → Marketing.

  3. Choose the name of the email campaign created earlier: Engineering Students-Chicago-Internships.

    Note that when the list of email campaigns gets long, you can find the unsent ones by filtering on Status=Draft.

  4. Scroll to the bottom and click Review Email.

  5. Choose Send Test. If you have an SAP email address, enter it and click Send. (Remember that in Stage instances, test emails are only delivered to @sap.com email addresses.)

  6. Choose Send Email.

  7. From the Send Email screen, choose Send at a Specific Date Time. Notice that a time one hour in the future is displayed. You can either choose Schedule Email, or choose Send Immediately and select Send Email.

Task 2: View Results

Steps

  1. From the Recruiting → Marketing → Email Campaigns page, ensure that the Status column contains Sent.

  2. Choose the name of the email campaign to view the results.

Management of Email Campaigns

Note the following points on the management of email campaigns:

  • Both draft and sent email campaigns are listed.
  • Filter to find the campaign you want to work with.
  • Use the gear icon to select and order columns.
  • Use the 3-dot button to delete an email campaign that has not been sent.
Use the gear icon to select and order columns.

Leading Practice: Candidates Maintain an Active Status in SAP SuccessFactors Recruiting

Our global customers must adhere to employment laws around the world, creating considerations for how data is maintained in the recruiting system.

For example, a customer’s legal department may determine that candidates in Germany must visit their account in SAP SuccessFactors Recruiting at least once per year or their information will be anonymized. For candidates who apply to jobs in other countries of the world, the deadline is two years.

Organizations use email campaigns to encourage their candidates to sign into their candidate profile periodically to check that it is up-to-date. This keeps the candidate in an active status in the Recruiting solution. No changes to the profile are required.

Example of an Account Expiration Email.

Log in to track your progress & complete quizzes

Learning

SAP FacebookSAP YoutubeSAP LinkedIn