Sending on behalf of or sending as my teammate or hiring manager (SOBO)
This feature is available to users on all plans.
Send on behalf of (SOBO) allows you to send messages to candidates as your co-worker, hiring manager, manager, or from the executive team.
Best for
Improving candidate response rates by sending from a more recognizable sender
Our data shows that candidates are 2x more likely to respond to hiring managers and people in leadership positions.
Before you start
Please ensure the following:
-
Sender must be signed up with Humanly 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.
If you can select a teammate in Send messages as with no warning icon, you are ready to send.
Sending as a Teammate or Hiring Manager
Step 1. Open the Campaign you want to send of behalf of (SOBO).
Step 2. In the left sidebar, click Settings.
Step 3. In the Messaging section, under Send messages as, select the teammate you want to send as.
Please note, if you do not already have permissions, as indicated by the person icon with a \ across, proceed to the next step. (If you don’t see this icon, scroll to Step 4.)
Requesting "Send As" Permissions
1. A pop-up requesting permissions from your teammate will appear.
2. Select "Request"
3. Humanly will send an e-mail to your teammate requesting permission.
Step 4. Your teammate will complete the approval:
- Go to their User Settings page
- Under Permissions, add your name to "Who can send email as you?"
Changing the Sender after the First Message sends
If you change the sender after a campaign has already sent messages:
- Messages that already sent are not affected.
- Pending follow-ups on existing threads continue as the original sender.
- New outreach to new candidates sends as the new sender.
"Send as" from the Sourcing page
You can also chance your SOBO settings from the Sourcing page.
- This only applies to the selected candidate(s). It does not change the overall campaign sender.
- You can only send as teammates who already granted permission.
- To request new permission, use Campaign Settings (steps above).
Note
Changing the "Send as" settings within the Sourcing page won't change the overall campaign settings.