Email Templates: Add Email Template

While we offer a variety of email templates for everyday use, you can add your own to meet your company's needs.

  • All configurations to email templates are done from the "Email Templates" sub-menu found under Administration. To begin, click Administration from the menu bar.

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  • Click Email Templates on the left-hand side.

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  • When you arrive, you will see some pre-made email templates and/or other email templates previously made.

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  • Click Add Template.

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  • A menu should appear like below. Enter the name for the email template, the email type from the drop-down menu, and the subject of the email. The following email types are:
    • Auto Responder
    • Candidate Email
    • Hiring Manager Email
    • Referral Network Email
    • Offer Letter Email

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  • Enter the body of the email.
    • If the type of email has been selected, the mail merge option will appear and allow you to enter email-type-specific text that will automatically fill in information when an email is sent, such as the name of the recipient, so they are personalized for everyone. The mail merge dropdown must be used as typing the same text will not work.

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  • Click the eye.svg icon to see a preview of your email.
  • Click Save Changes when done.
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