Create an Email Template

Users with the appropriate role permissions can create a personalized email template that can be saved and used later to send email messages to multiple candidates or other contacts as specified in the To, CC, or BCC fields. When creating an email template users can:

• Add attachments from the Document Repository.
• Add images for branding.

To create an email template

1. Go to Primary Navigation Bar > Candidates > Manage Email Templates. The Manage Email Templates dialog box appears.

2. Enter the email Template Name.

3. Enter the email Subject. If you want to add specific data about a requisition or candidate in the email Subject field, do the following:

1. Click Insert Variable Field.
2. Select a variable field from the drop-down lists under Commonly Used Fields or Additional Fields.
3. Click Insert Variable Field.

4. In the body of the email template, enter the text that will be displayed in the email message. If you want to add specific data about a requisition or candidate in the email body, click Insert Variables and repeat the steps listed in Step 3.

4. To add an image to the email template, click Insert Image in the style formatting area and do the following:

1. Click Upload and to browse to images in your local directory and upload the desired image. You cannot upload a file that is larger than 2MB.
2. Select the image from the Insert Images dialog box. If desired, you can change the size of the image by entering values in the Width (px) and Height (px) fields.
3. (Optional) In the Alternate Text field, enter text that appears when the image cannot be displayed (for example, some email applications disable images). The alternate text should be a description of the image.
4. Click Insert. The image appears in the Manage Email Templates dialog box.

5. If you want to attach documents from the Document Repository to the email template, click the Attachments icon.

6. Click Save. When saving an email template, data tags added to the template are validated. An error message appears if the template has invalid tags.

 

Additional Information

Manage Email Templates: Reference Material

Insert Variable Field: Reference Material

About the Document Repository

Edit Email Templates

About Email Templates