How do I Allocate Email Cleanup Credits?

Email Cleanup is necessary to use the Mass Mail feature in CEIPAL ATS. Learn how to Clean your contacts here. Credits can be allocated to Users by the Administrator only.

Steps to Allocate Cleanup Credits to a User:

  1. Click on your Profile icon
  2. Go to Admin Setup
  3. Go to Global Settings
  4. Select ‘Email Cleanup Settings’
  5. Click on “Allocate Credits” icon on top right corner
  6. Select User
  7. Enter no. of credits
  8. Click “Allocate.”

For users who have been allocated before:

  1. Find their name on the list at the bottom of Email Cleanup Settings
  2. Select pencil (edit) icon on right most side
  3. Add the number of credits to be allotted with the previously allocated number of credits and enter the resultant number in the Credits field – E.g. If User was allocated 10 credits previously and now you wish to allocate 20 credits, enter “30” in the Credits field.
  4. Select Allocate.

 

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