To create new or edit email templates, click on the 'Hi [Your Name]' button in the upper, right hand corner of your account. Then select 'Settings' from the dropdown menu. Click on the 'Email Templates' to get started.
To edit an existing template, click on the title of the template to open it. From here, you can edit the title, subject line and the body of the email. You can also attach a document by clicking 'Attach File to Email' and selecting a file from your computer. Make sure to click 'Save' to update the template.
To create a new template, click 'Create a New Email Template' at the very bottom of the page.
The 'Title' line is internal-facing and will only be seen by users on your account. We recommend labeling it as something like 'Rejection Letter' or 'New Hire Email' so you know what the email pertains too. You will then use the 'Subject' line as the candidate-facing subject that will appear in the candidate's inbox. Make sure to click 'Save' to save the new template.
You can also use brackets [ ] to have the templates automatically pull information like your company name or the candidates name.
Hireology currently has the following dynamic fields available to put into your templates. *Please note the tags are case sensitive.
- Job Name: [Job Name]
- Hiring Manager's Email: [Email]
- Company: [Company]
- Hiring Manager's Name: [Hiring Manager]
- Candidate's Name: [Candidate]
- Survey Link: [Survey Link]
- Candidate Name: [Candidate Name]
- Sender: [Sender]
- Date: [Date]
- Company's Address: [Address]
- Company's City: [City]
- Company's State: [State]
- Company's Zip/Postal: [Zip/Postal]
To delete email template you've created on your own, click on the 'Hi [Your Name]' then select 'Settings' from the dropdown menu. Once on the 'Settings' page, click the 'Email Templates' tab.
Under 'Custom Templates', you will see a button to delete the template. Once you click the 'Delete' button, the template cannot be restored.
You cannot delete the email templates that come as a default with your Hireology account.
Note: If you have location accounts and wish to remove an email template from all locations, you will need to repeat the action by zooming into each account.