Creating an Email Template
Email Templates are just one way that TE Recruit can help save you time and increase your productivity throughout the day. Create and save messages that you send frequently, so you can easily reuse them whenever you want. The body of the template can always be edited, if necessary, within the email compose window before the message is sent out.
Template visibility can be restricted to only the creator, or shared with all users on your account.
To create a new Email Template:
- Navigate to Email within the Main Navigation Bar
- Click the Manage Templates link on the left side of the page
- You can also access the Manage Email Templates page through Settings within the Sidebar or Main Navigation Bar
- From the Manage Email Templates page, click the Create New Template button in the top right corner
- Enter all corresponding details in the panel
- Give your new Template a Name
- Set the appropriate From Address
- Selecting Unspecified will always default to the address of the person who is composing the email/using the Template
- Checking the Append user's default signature to email template (if available) option will automatically add the default signature of any user who uses this template manually or via an Automation
- Selecting Unspecified will always default to the address of the person who is composing the email/using the Template
- Enter an Email Subject and then enter the desired text in the body of the message
- Recruitment email subject lines are important, so make sure your message is engaging enough for clients and candidates to open your email
- If you want this Template to be shared with all other users on your account, flip the Share With Agency toggle to YES
- Click the Save button when complete
After your template is created, you’ll have the ability to apply it to any new email moving forward
To apply an Email Template:
- Within the email compose window or pane, click the Select a Template link to select the appropriate message to apply
