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ModernLoop provides flexibility in candidate communications by enabling you to include specific hiring team members—such as the recruiter, coordinator, or sourcer—in email CC/BCC fields. These smart options allow you to simplify communications by ensuring the appropriate team members are informed at every step.

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In This Article

Smart Option Recipient Types

Task-Based Recipients

• Task assignee: The person assigned to the task.
• Task creator: The user who created the task.
• Task subscribers: Users who have subscribed to the task.

Candidate-Based Recipients

• Candidate coordinator: The coordinator assigned to the candidate.
• Candidate recruiter: The recruiter assigned to the candidate.
• Candidate sourcer: The sourcer assigned to the candidate.

Job-Based Recipients

• Job coordinators: Coordinators assigned to the job.
• Job recruiters: Recruiters assigned to the job.
• Job sourcers: Sourcers assigned to the job.

How to Add Smart Option Recipient Types

Smart option recipients can be added in two main ways: during the job setup or directly on the communications page.

Adding Smart Options in the Job Setup

1. Navigate to Jobs: Open the Jobs tab and select the job for which you want to add smart options.
2. Select the Stage: Choose the stage where you want to include smart option recipients.
3. Locate Communications: Scroll down to the Communications section.
4. Add Recipients:
   • In the Additional Recipients field, select either CC or BCC.
   • A dropdown list of available smart options will appear.
   • Check the box next to the desired recipient(s).

Adding Smart Options in the Communications Page

Smart options can also be added dynamically during scheduling or task creation.

1. Communications Tab:
   • While scheduling an interview, navigate to the Communications tab.
   • Add smart option recipients to the CC or BCC fields.
2. Availability Requests or Self-Schedule Tasks:
   • When creating an availability request or self-schedule task, add smart options in the recipient fields.

How to Split Recipient Smart Options

When a smart option includes multiple individuals (e.g., "Task subscribers"), you can split the group and send communications to specific individuals.

1. Hover Over the Split Icon:
   • Locate the smart option and hover over the split icon.
   • A list of individuals in the group will appear.
2. Split the Group:
   • Click the split icon to separate the group into individual recipients.
   • Remove any individuals you do not wish to include in the communication by selecting “x” next to their name.