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Help Topic: How to bulk start a Sequence for Multiple Records

This lesson explains how to start a Sequence for bulk records. 

To bulk start a Sequence, you can be in either a specific list of Contacts, Candidates, or perhaps a Job Shortlist or Longlist.  In each case, you will need to begin with the relevant list of records and highlight that list.

  • To highlight the entire list of Candidates, click in the box at the top left of the list 
  • Then hit the Action Button

You now have two options.  If you just want to send to the Candidates that are highlighted, select 'Start Sequence for the selected Candidates'.  If you have more than one page of Candidates in this saved view, choose 'Start a Sequence for Everyone listed'.

Make your selection and then:

  1. Choose the Sequence Template you wish to send
  2. Select the Start On Date for when you want the Sequence to send
  3. Select the Start After time for your Sequence (use the ? if you need further clarification on this)
  4. Select where you want your Sequence to Send From.  This can either be the TrackerRMS Sequencer (where all of your bulk sends are managed), or your own Mail Server