Creating custom email templates

Creating custom email templates



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 information stored in the system. This means that personalised emails can be generated for each candidate without the necessary intervention of a human being. This is particularly useful in workflow automation, as it lets you assign email templates to be automatically sent in response to certain actions.


eyrecruit comes with a default confirmation email, which is sent out whenever a candidate applies for a job, but other email templates can be created.

Automated emails can be used when:
  1. Contacting a specific candidate
  2. Disqualifying a candidate
  3. Inviting candidates to interview
  4. Sending out personalised emails to multiple candidates.

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.

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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.


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

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