How to create an email template

How to create an email template

1. Navigate to Recruiting, then click Settings.


2. Scroll down to Templates and click Add email template.


3. Add a title, description, email subject line, and body to your new template.



By using placeholder text, you can create text fields in the email body which will automatically be filled with the relevant values. To insert placeholder text, click the [P] button below the Email body field and select a placeholder value to insert from the dropdown.



The placeholder text will be inserted into the email body at the cursor position, but can be dragged around and moved.

4. When your email template is complete, click Save.


To edit existing templates, follow the instructions in our How to edit an email template article.

    • Related Articles

    • Create an offer letter template

      1. Navigate to Recruiting, then under Offers, click Templates. 2. You can either create a template from scratch or use the Default offer template. This default template uses only default (already existing) tokens so you can use it as-is or ...
    • FAQ: Recruiting

      Q: How can I add applications that I received from other sources to our system? A: To manually add applicants, go to the Applicants tab and click + Applicant. You can enter the required details and upload their resume and cover letter. Q: Which file ...
    • How to onboard a new hire when using Recruiting

      Onboard while adding a new hire in Recruiting 1. Open Recruiting. 2. Select the Applicants tab. 3. Click + Applicant. 4. Enter all the required details and click Submit. 5. Click on the applicant’s name. 6. Change the status to Hired after all ...
    • How to edit an email template

      1. Navigate to Recruiting, then click Settings. 2. Scroll down to Templates and click the template you want to edit. 3. Edit any necessary fields and click Save when you’ve finished making changes.
    • How to email an applicant

      1. Open an applicant’s profile and click Email. Applicant profiles can be found under the Applicants section in Recruiting as well as on the dashboard of any Job Postings they have applied to. Check out our articles on How to manage applicants and ...