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  1. Select Settings on the sidebar menu.

  2. Select Email Template from the dropdown menu.

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Creating an Email

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Template

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  • Click the “Create Email

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  1. Details allows you to view the code.

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  2. Edit allows you to view the email template:

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    1. Edit the Department, Template Type, and Name the email template will be filed under.

    2. Edit the email’s subject or body content. *Note: the tokens will automatically change and populate the appropriate user’s name and other information once the email is sent.

    3. Select Update Email Template button.

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  3. Delete allows you to delete the email template, this cannot be undone.

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Create Email Templates

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Select Create Email Template button, located in the top left corner.

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Edit the Department, Template Type, and Name you wish the email template to be filed under.

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Input the Email’s subject and body content. *Note: the tokens will automatically change and populate the appropriate user’s name and other information once the email is sent.

Select Create Email Template button.

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  • Template” button

  • Template Type - currently there are only two types of email templates, Reference Email and a Thank You Email - General Rejection

  • Reference Email - can be used to automatically send a reference letter request to the referees.

  • Thank You Email - is sent to applicants who were not considered for the position, this is manually done under the application listing for the job.

  • Selecting a Template Type will populate the Subject and Body field with a suggested template.

  • This can be edited, once you are done click “Create Email Template” to save your template.

Editing an Email Template

  • On the main Email Templates list, click the “Edit” button.

  • You can edit the Template Type, Subject, and Body.

  • Once you are done editing, click “Update Email Template”

Preview an Email Template

  • On the main Email Templates list, click the “Preview” button

  • A new window should open containing a preview of the email template