How to Create Email Templates

JOB SETUP

Follow this step-by-step guide on how to create email templates that can be used to communicate with candidates.

4 steps

Step 1

Open Email Templates

Navigate to Company Settings and select Email Templates.

Step 2

Start a new template

Select Create Template on the right side of the screen to begin building a new template.

💡 Note: Templates can be created as Personal, visible only to you, or Company, visible to your entire team.

Create Template button in Email Templates settings — Creating a new email template

Step 3

Set up the template details

Enter the Template Name.

Select the Template Type from the dropdown list.

Select the Template Owner, either Company or Personal.

💡 Note: The Template Type determines where this template will be available. For example, a template set to a rejection type will only appear when using the rejection function. To make a template available everywhere, select the Generic template type.

Template Name, Template Type, and Template Owner fields — Setting the template name, type, and owner

✓

Final Step

Write and save the email

Enter the Subject and write the body of the email in the text box below.

Preview the formatting of the email.

Select Save.

💡 Note: Use the {Tokens} available in the dropdown menu to insert details that populate automatically for each candidate.

Subject field and email body text box with token dropdown — Writing the subject and body of the email

Email preview with Save button — Previewing and saving the email template

The template is now saved and available for use when communicating with candidates.