Creating your own Email Templates

how to create & edit email templates

C
Written by Charlotte Higgins
Updated over a week ago


​Email Templates

  • Hit email templates on the the left tab to view & edit email templates.

  • You can view existing email templates by hitting the 3 dots on the right. Note you cannot edit these here.

  • Create a new email template, or edit existing templates, by clicking the blue Add Email Template button.
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Creating a New Email Template from Scratch:

  • To create a new email template from scratch, leave the toggle on Custom.

  • Please give your template a Name and Subject.

  • To input personalised variables (Candidate Name, Job Title Company Name and Sender Name) into the subject or body of the email, click the relevant variable. This will automatically copy the variable for you. Next, paste it in the subject or template.

  • Once you're happy with your template, click the blue Save button on the top right.

  • To edit your template once you've already saved it

    Creating a New Email Template based on an existing template:

  • To create an email template with the helping hand of an existing template, click Based on template and then select template from the drop-down box.

  • Please give your template a Name.

  • You can edit the Subject, or leave it as is. For adding variables (Candidate Name, Job Title Company Name and Sender Name), click the relevant variable. This will automatically copy the variable for you. Next, paste it in the subject.

  • Edit the email as you see fit.

  • Once you're happy with your template, click the blue Save button on the top right.

  • To edit your template once you've already saved it, click the 3 dots on the right of the tab (see below).

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