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The ModernLoop Help Center is now available at https://help.modernloop.io/

This current Help Center will be closing soon, so we recommend updating any saved bookmarks and links within your team’s internal documentation to reflect the new URL.

You can find the new version of this article here.

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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.