In Recruitment Marketing (RM), the Portal Templates page allows Company Administrators to manage the templates used for candidate communications via the Candidate Portal. Each company includes system-generated MyPortal templates for every RM-supported language. Admins can create and manage an unlimited number of custom templates.
Audience
Company Administrator
Portal Templates
Select the Campaigns tab, then click Templates.
Click Portal Templates.
The Portal Templates page displays the following information:
- Template Name - The unique name of the email template.
- Subject - The email subject of the email template.
- Careersite - The configured career site (if specified. Click on the link to visit the career site (in another browser tab).
- Created By - The name of the user in your company who created the template, or Services if created by the Employ Services team.
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Published - Whether the email template is published or not.
- Checkmark - The email template is published and can be used in various configured workflows and for sending emails.
- X - The email template cannot be used and is not visible in other modules to select.
- Locale - The language of the email template. The default is no locale.
- Updated At - The date the template was last updated. Hover to see the exact date and time.
To see specific template actions, click the menu icon and select one of the actions:
- Edit - Edit the email template. NOTE: Templates that are created by “System” will not be editable. However, you can preview a system template to view its content, or you can clone the template to save an editable copy of the system template.
- Clone - Make a copy of a given template. You can then rename, edit, and save the template in your name.
- Delete - Delete the email template. You cannot delete an email template that is in use. NOTE: Templates that are created by “System” cannot be deleted.
The following actions are available on the Portal Templates page:
- Search by:
- Template Name - Enter full or part of the template name in the search field.
- Subject - Enter full or part of the subject in the search field.
- Created By - Enter the full or part of the user name in the search field.
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Filters
- Created By - Select the user who created the template. The default is all users.
- Published - Filter by published. The default is all statuses.
- Locale - Select the locale of the template. The default is all locales.
- Careersite - Filter by the template career site. The default is all career sites.
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Sort By
- Template Name - This is the default selection in ascending order.
- Subject
- Created By
- Locale
- Updated At
Create New Template
On the Portal Templates page, click Add New Template.
On the New Portal Template page, enter the following information:
- Template Name - The name that will appear on the lists of email templates available from Send Email and Send Mass Email.
- Default Career Site - For future use in Candidate Portal. Leave as the system default.
- Published -Toggle this setting to publish your template and make it available from the lists of templates on Send Email and Send Mass Email.
- Locale - Select the locale (which encompasses both language and culture) for the email template.
- Subject - The subject of your email, where the template will be used.
- Message - The message for the email template.
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Special Merge Fields - The Candidate Portal has some special merge fields needed for this use case.
- {{PortalBrand.company_name}} - The company name from the Brand.
- {{PortalPerson.name}} - The name of the candidate (if known). Remember that when creating email templates, many candidates may not have a name (i.e., those set up via Candidate Job Notification).
- {{PortalPerson.auth_link}} - The is the authorization link. You can put it behind a button or image, but it is also recommended to display the entire link itself.
Click Create to save your template.