New User Guide: Email templates

To input new templates:

• From the left side menu select “Templates”

• Click “+ New Template” to create a new template

• Enter the template name, template type, and template subject.

• Enter the text for the body of the email

• Use “template fields” to auto-populate information, e.g. {my_company_name} will automatically insert your company name.

• Copy the field you want to insert

• Paste as plain text

• Hit Save

Template Sample:

Template Name: Application Unsuccessful

Type: CV Reject

Subject: Job Application Update

Dear {candidate_name},

Thank you for your interest in working with {my_company_name}. There has been a high volume of applicants for this role. We have reviewed your application in detail but unfortunately, we do not feel that you are the right fit for the {job_title} at this time. We would like to keep your CV on file for future job opportunities. If you do not wish us to store your CV please notify me on {my_email}.

{my_name},

{my_company_name}

To edit templates:

• From the left side menu select “Templates”

• Click the “edit” icon on the right side of the template you wish to edit

• Edit the required information

• Use “template fields” to auto-populate information, e.g. {my_company_name} will automatically insert your company name.

• Copy the field you want to insert

• Paste as plain text

• Hit Save