Email contents to be sent to candidates can be saved as a template. You can use this saved template for future use.
How To Create A Custom Email Template:
1. From the job applicants list page, tick the box before the name of the candidate/s where the email will be sent to. You can also do this in CRM in "All Candidates" page.
2. From the Actions menu in the sidebar, click "Send Email".
3. Type the Subject for your custom email.
4. Select from the dropdown where to send the reply of the candidates.
5. Type the content of your email.
6. To save this email as a template for future use, click on the "Save Template" tab.
Note:
If the Make Public is ticked the saved template can be seen by other users.
7. Type the name of your Email template and click "Yes" button.
7. You can attach documents by clicking "Upload Attachments" button or drop the files to be uploaded to this area.
8. Click "Send" button to send your custom email to the selected candidate/s.
How To Use Saved Custom Email Templates
1. From the job applicants list page, tick the box before the name of the candidate/s where the email will be sent to.
Note:
- The user can also do this in CRM in "All Candidates" page.
2. From the Actions menu in the sidebar, click "Send Email".
3. Type the Subject for your custom email.
4. Select from the dropdown where to send the reply of the candidates.
Options are:
- My Email Address - Email sender
- Job Hiring Manager
- Job Contact Person
- Job Loader
- System default
5. Click on the "Select Template" drop-down box and select the template you want to use. The contents will automatically populate the body of the email.
Note:
- If the Make Public is ticked the saved template can be seen by other users.
6. Attach documents by clicking "Upload Attachments" tab or drop the files to be uploaded.
Note:
- The user can select saved attachments from dropdown.
6. Click Send.