Can I create email templates to send to my candidates?

Email templates are a great way to save you tons of time when writing to candidates. They're also super easy to set up!

Watch the video below, or read on to learn more!

How do I set up email templates?

  • First, click on the arrow next to your initials to access "Personal Settings" in the upper right corner of your account

  • Select "Email Templates"

  • Here you can see your templates, as well as templates shared by others. You can edit templates by clicking the "Edit" button on the right hand side, or delete them by using the "Delete" icon.  You are also able to edit other's

  • You can also create a new template by clicking "Create New Template" on the far right of this page

  • On the template creation (and editing) screen you can: enter the template name, the subject of the email, and the body of the message.

  • If you'd like to have the system automatically pull information in (such as the candidate name in my example), you can use the { } button at the bottom of the template creation page to insert these placeholders.

  • You can also attach other items, such as questionnaires, the EEOC link, or other attachments

  • If you would like to share this template with other users on your account, click the check box beside "Make this template available to other users on your account"

  • Once you have the template set up to your liking, click "Save"

If you add interview specific fillable fields, you will see this the template labeled as "Interview."  This is handy to know that you'll need to send it via the interview stage or attach the interview invite first for the interview fillable fields to populate correctly.

How do I pull in the template when creating an email?

  • After you click "Send Message" you can pull in the templates from the top of the message screen

You can also use templates anytime you are emailing a candidate - including within the interview or offer stages.

Note - If you are sending the email to multiple candidates the place holders will not display the content until the email is sent. Then it will personalize for each candidate you are sending the email to.

Can other users view my templates?

Yes! As long as you check the "Make this template available to other users on your account" check box they will be able to view and use your email templates!  Other users will be able to edit your templates.

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