Sending on behalf of or sending as my teammate or hiring manager (SOBO)

This feature is available to users on the Essential and Premium plans.

You can send messages to candidates as your co-worker, hiring manager, manager, or from the executive team. Our data shows that candidates are 2x more likely to respond to hiring managers and people in leadership positions. Follow the steps below to get started.

Requirements

In order to send of behalf of another teammate, please ensure the following:

  • Sender must be signed up with TopFunnel and authenticated via Google Workspaces / Microsoft 365 - You can invite them via the Invitations page.
  • Sender must be on your Team.
  • Sender must give you permission to send emails on their behalf. 

Sending as a Teammate or Hiring Manager

Step 1. You can request to send on their behalf on the Campaign Settings, under the Messaging section, select the "Send as" drop-down menu.

Step 2. Select the teammate you would like to permissions to send on behalf of. You're all set! You can now send on behalf of your teammate.
Please note, if you do not already have permissions, as indicated by the person icon with a \ across, proceed to the next step.

Requesting "Send As" Permissions

Step 3. A pop-up requesting permissions from your teammate will appear. Select "Request" and Teamable will send an e-mail to your teammate requesting permission. 

Step 4. Your teammate will need to go to their User Settings page and add your name in their " Who can send email as you?" under the Permissions section.

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