Email templates let the user individualize his/her own templates while choosing to either share them with the team or keep it in private.Let's see how can you create one.

Create an email template,

  1. Go to the "Setting" from the left side menu > choose "Template" tab > and check the "Email template" section

  2. Click on "Add email template", select a template title, subject and write down your email body.

  3. Now you can choose whether share it with entire workspace or keep it as private.

  4. Save and that's it. You always can come and edit the template or rather remove it.

How to automate an email template in a pipeline:

  1. Go to "Job" from the left side menu> Click on the 3 dots icon located in the top right of the pipeline card> Edit Job> Hiring Flow

  2. Click on "Autonomous actions" drop down list > and choose "Emails",

  3. Add a subject, body, condition, assigned step and set the time schedule.

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<aside> <img src="/icons/reference_gray.svg" alt="/icons/reference_gray.svg" width="40px" /> Note: Once a candidate moves in a step, the email will automatically send upon the scheduled timeline.

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How to automate an email template for all future pipelines:

  1. Go to "Setting"> "Recruitment Preference" tab

  2. Click on "Autonomous actions" drop down list > and choose "Emails",

  3. Add a subject, body, condition, assigned step and set the time schedule.