Email templates
Create and manage customized email templates for efficient candidate communication throughout your hiring process.
Email templates enable streamlined, consistent communication with candidates while saving time and maintaining your company’s professional voice throughout the hiring process.
Creating templates
Section titled “Creating templates”From scratch
Section titled “From scratch”- Navigate to Settings & Members
- Select Email Templates
- Click +New in the upper right corner
- Under the Edit tab, add:
- Template name
- (optional) cc’d and bcc’d email addresses
- Subject line
- Compose email body
- Add hyperlinks as needed
- Add dynamic content variables like #{{scheduling_link}}, #{{sender_first_name}}, and more
- Click Save to store the template
From existing emails
Section titled “From existing emails”- Modify an email before sending
- Click Save New Template
- Adjust template name
- Click Save to store in Email Templates
Managing templates
Section titled “Managing templates”Access template management
Section titled “Access template management”Access your templates through:
- Company Settings > Email Templates
- Template dropdown menu > Manage
- Interview plan stage settings
Email template actions
Section titled “Email template actions”- Edit existing templates by clicking on the email template name
- Duplicate templates to create a copy of an existing template to edit
- Delete unused templates
Using templates
Section titled “Using templates”In candidate communications
Section titled “In candidate communications”- Select a candidate and send them an email
- Under the template dropdown, select a template
- Modify the message if needed
- Send the email
On Interview Plans
Section titled “On Interview Plans”- Navigate to the Interview Plan tab for each job
- Click ✏️ Edit on the desired interview stage
- Select templates from the dropdown for:
- Scheduling
- Rejection
- Choose between Smart Reply or saved email templates
Frequently asked questions
Section titled “Frequently asked questions”Can I use templates across different jobs?
Section titled “Can I use templates across different jobs?”Yes, saved templates can be used for any job or interview stage. They can also be assigned to multiple interview stages for multiple jobs.
How do I modify a template for one-time use?
Section titled “How do I modify a template for one-time use?”You can edit a template before sending without affecting the saved version.
How do I organize multiple templates?
Section titled “How do I organize multiple templates?”Use specific template names and manage them through the Email Templates section in Company Settings.
