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SmartRecruiters

Customize email templates

Included in:
  • SmartStart
  • SmartRecruit

 

Admins can edit SmartRecruiters default email templates or create additional templates. Like default templates, each custom template must have one of the four template types so that the hiring team can find and use the templates in the candidate's profile.

Edit existing template

To edit an existing template:

  1. Navigate to the Settings / Admin page and click Email Templates in the Templates list.
  2. Find the template in the list, and click the Edit icon. 

  3. Make edits to the template's name or type as you like. Keep in mind that the type determines where your hiring team can find it. If you change the type, it'll be available on a different tab on the candidate profile.

  4. Make edits to the subject or message body.  There's a rich-text editor, so you can style the text. You can also add images and urls.

    EditTemplateSubjectMessage.png

  5. You can add Merge fields to both the title and message body to customize the template to include information about the candidate, job, or your company.

  6. When you're done, just click Save.

Create new template

To create a new email template:

  1. Navigate to Settings / Admin.
  2. Click Email Templates in the Templates list.
  3. Click Add template.

  4. Give the template a descriptive title, and choose one of the four types. Remember that the type determines where and when your hiring team can use it.

    NewTemplateNameType.png

  5. Add a subject and message body. There's a rich-text editor, so you can style the text. Embedded links are supported, but images are not.

    EditTemplateSubjectMessage.png

  6. You can add Merge fields to both the title and message body to customize the template to include information about the candidate, job, or your company.

  7. When you're all done, click Save.

Add images and URLs

Templates also support inline URLs and attachments.

To add either when creating a template, click the Link icon:

LinkMaker_Templates.png

SmartRecruiters will open the Link editor:

LinkAdded_Template.png

To add an inline URL:

  1. In the Display Text field, enter the text that you'd like to be visible for the URL itself.
  2. Leave the Link Type as "URL".
  3. Leave the Protocol as "http://".
  4. Enter the actual URL in to the URL field, and click OK.

To add an inline image:

  1. Click the Upload tab in the Link editor.
  2. Choose a file from your computer.UploadImage.png
  3. Click Send it to the Server.
  4. SmartRecruiters will generate a URL that points to the location of the image on our servers. You'll be able to see this URL in the Link Info tab:URLforImage.png
  5. Click OK. SmartRecruiters will add the URL to the body of the email. 

When SmartRecruiters generates and sends the actual email, we'll replace the URL that points to the image with the image itself. The recipient will see the image in the email they receive.