Message templates is a feature available currently at select plan levels. This feature enables users to create and store multiple message templates that can be used in sending messages to applicants. You can take advantage of Field Names which will allow your messages to automatically populate with certain database fields (such as applicant name and position applied for) into your message, saving valuable time and keystrokes!


Creating or Editing a Message Template 


1. To create or edit a Message template, go to My Account and select Account Details from the drop-down menu.


image showing how to access account details


2. Under the Templates section, click on Message Templates.



3. Click on the Add a Template button at the bottom of the page to create a new message template or click on Edit to edit an existing template.






4. Fill in or make edits to the Template Name, Template Type, Subject Line, and email Body fields and then click on the Save Changes button. 


NOTE: some existing templates are system templates and neither the Template Name nor Template Type can be edited. 


5. It is very important you only use the field names available to you on the right-hand side of the screen. You'll want to copy and paste these fields, not just type them in willy-nilly, as Field Names are temperamental and will only work properly if added in exactly as written. The message template will not come up at all if you try to use it in the Applicant Viewer with incorrect field name formatting. We weren't kidding when we said they are temperamental! 


The following fields can be used in the Subject Line or Body to customize the template based on the individual applicant: 


{{ full_name }}

{{ first_name }}

{{ applied_for }}

{{ applied_on }}

{{ job_code }}

{{ source }}

{{ company }}

{{ hiring_manager_name }}



Learn more about using Field Names in your Message Templates here.