Creating custom email templates

Though eyrecruit comes with an application confirmation email template by default, all others must be created by the user.

Add a new template

1. In the top right, click on > Global Settings.
   

2. Go to Recruitment.

3. Click on the Email Templates tab.
   

4. Click on the icon in the top right.
   

A pop-up window will appear where you can type in your email. For certain variable keywords, such as candidate names or job titles, entering [[ will give a list of information that can be drawn from the system. 

For example, if you were sending an email to John Smith, then “Dear [[CandidateFirstName]] [[CandidateLastName]]” would appear as “Dear John Smith” when the candidate receives it. 

You can check what each [[ placeholder refers to here.

Edit an existing template

1. In the top right, click on > Global Settings.
   

2. Go to Recruitment.

3. Click on the Email Templates tab.

4. Click on the icon next to the template you want to edit. 
   

5. When you’ve made your changes, click Update.
   

The Application Form template can be edited, but not deleted, as it is tied to system functionality.

• Related Articles

• Introduction to email automation

  Email automation is a way of streamlining communication between candidates and the hiring team. Instead of typing out an email for every candidate, you can use an email template, which will automatically fill out candidate-specific details using ...

• Email template glossary

  What follows is a list of placeholders that can be used in email templates, and what information each draws from the system. [[ApplicationDate]] - The date the candidate applied in the format Day/Month/Year. [[BranchAddress1]] - The first line of the ...

• Emailing a candidate

  In eyrecruit, go to the Pipeline or the Candidates tab and click on the candidate. In the candidate profile, click on the icon in the top right. Select an email template from the drop-down menu, or type a new email in the text box. Click Send.

• Edit a job

  After you’ve saved a job as a draft, and even after you’ve published the job, you have the option to edit it through eyrecruit. Click to the Jobs tab in eyrecruit. Click on the icon next to the job you want to edit. If the job is a draft Find out ...

• Using workflow automation with eyrecruit

  Workflow automation helps you streamline your recruitment process. It's made up of rules that trigger actions when certain activities are performed. For example, you could set it up so that marking a candidate as Disqualified sends them an email. In ...