Updated on 01/15/2018
Creating email templates saves a lot of time in typing the same thing over and over again, this is one of the tools Recruiteze provides for increasing efficiency of Recruiting.
You can get to the email template creation screen by either clicking on the email template->add button on the left navigation menu or from the top navigation menu shown in image below.
Once you click the add button, it will take you the to create email template view shown below.
In the first step of creating email template, you will need to enter a name for the email template and pick the type of email template.
There are 4 types of email templates
Candidate – These are emails that are sent to the job seeker.
Client – These are emails that are sent to the client. The client can be internal/external.
Workflow – These are the emails that are sent to either candidate/client/recruiter during the candidate workflow steps.
Application Acknowledgement – This is only for editing, you cannot add this type. This is the email that goes out to the candidate after they apply for a job through the application.
(Click here to learn how to create a Smart career’s page)
Based on the selection, the available placeholder fields are a little different, since you will send different types of emails to both these groups.
Once you select the template type, the editor and options open up for you to build your email template like shown in the image below.
You can see from the email template editor above, there are four marked sections, the left most marked section shows the available placeholder fields that you can use either in the subject or body of the Email. You can write free text mixed with the placeholder fields, like shown in the sample that is provided out of the box. As you are typing you can see a preview of the email with some sample placeholder data, to see how the final email output will look.
If you want to associate this email template with a email disclaimer, you can select an existing email disclaimer from the disclaimers dropdown. (See this article on how to create/update disclaimer ). The image below shows how to select an existing disclaimer.
To update an existing email template, you can follow the same steps after you get to the Update email template screen. The next image shows how to get to the update email template screen.
Update September, 30 – 2018
We now have the ability to attach documents from the document library to the email templates. See this article on how to use the document library.
Once you have documents in the document library, you can associate them with email templates. So the repetitive task of attaching and sending documents, can be simplified.
Image below shows how to associate a document from the document library to an email template:
If you have any questions on how to use the products, please send an email to firstname.lastname@example.org and a representative will get back to you.
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