Turn Follow-Up Emails off on a Specific Placement
Configure Placement Follow-Up Emails for a Specific Placement
Objective
This SOP explains how to turn placement follow-up emails on or off for an individual placement. It also clarifies when no action is needed because fall-off placements are automatically excluded from the follow-up email process.
Key Steps
1. Open the Placement Actions menu 0:00
- Navigate to the specific placement you want to update.
- Select Actions.
- Under Placement Actions, locate the Placement Follow-up Emails toggle switch.
2. Turn Placement Follow-up Emails off for a placement 0:21
- If you do not want follow-up emails sent for this placement, switch the toggle from On to Off.
- Confirm the setting has changed to Off before leaving the page.
- If needed later, return to the same toggle and switch it back to On.
3. Confirm fall-off placements are automatically excluded 0:34
- No manual change is required for placements that have had a fall-off.
- These placements are automatically skipped in the placement follow-up email process.
- Use this rule to avoid unnecessary updates on placements that are already excluded.
Cautionary Notes
- Do not manually disable follow-up emails for placements that have already had a fall-off; they are automatically skipped.
- Make sure you are editing the correct placement before changing the toggle.
- Verify the toggle state after making changes to avoid sending emails unintentionally.
Tips for Efficiency
- Check the placement status first to see whether it has had a fall-off before making changes.
- Use the same Placement Actions menu to quickly re-enable emails if the decision changes.
- Standardize this check as part of your placement review process to reduce errors.