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Recruiting: Create and Share Email Templates

Describes how to create email templates for personal use and share them with other users.

OVERVIEW

In Recruiting you can create email templates for emails you tend to send over and over again, such as:

  • Phone screen requests
  • Feedback requests
  • Interview confirmations
  • Request a writing sample
  • Request references
  • Directions to the office

Pro Tip: Use Auto-Fill Tokens

  • Auto-Fill Tokens can be added to any template.
  • These help you customize each template and each email that is sent.
  • Copy and paste a token into the message (template) and Recruiting automatically inserts the information into every email.

CREATE AND SHARE A PERSONAL EMAIL TEMPLATE

  1. In Recruiting, on your Personal Settings screen, click the Gear Icon at the top right, and then click the Message Settings tab. 
  2. Click the My Templates tab. A list of templates categories appears.
  3. Select an appropriate category and click Create a New Template. In the screen on right, create the template and then click Save. Note: If you already set up your signature in the Recruiting, do not add your signature to the template. Recruiting automatically includes your signature to every template.
  4. At the top of the template screen, click Share this Template so others can use it too.

CREATE AND SHARE DEFAULT NEW USER EMAIL TEMPLATES (ALL USERS)

New user templates are the email templates all new users receive.

To create email templates that all new users receive by default (as opposed to just yourself through the personal email templates), follow these steps to modify your Default Templates:

Note: If you want to reset an existing user's templates to the default, see Update User Email Templates with Company Default Templates.

  1. In Recruiting, click Admin, click Message Templates, and then select New User Templates.
  2. Click Create a New Template.
  3. In the screen on right, create the template and then click Save

05/10/24 330 views


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