Referral Templates

Referral Templates in Recruitment Marketing (RM) are available when you are using Referrals. Here, you can manage, keep, and create referral email templates used to notify employees about the status of their referrals, as well as remind candidates and employees. For details about setting up referral notifications, please see Referral Notifications.

Audience

All Users

Requires Administrator or Recruiter privileges in Referrals.

Referral Templates

Select the Campaigns tab, then click Templates.

Click Referral Templates.

The Referral Templates page displays the following information:

• Template Name - The unique name of the referral template.
• Subject - The subject of the referral template.
• CareerSite - The configured career site, if specified.
• Created By - The name of the user in your company who created the template or Services, if created by the Services team.
• Published - Whether the template is published or not.
  • Check (Yes) – The referral template is published and can be used in various configured workflows and in sending emails.
  • X (No) - The referral template cannot be used and is not visible in other modules to select.
• Locale - The language of the referral template. The default is no locale.
• Updated At - How long ago the referral 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:

• Clone - Make a copy of a given template. You can then rename, edit, and save the template in your name. NOTE: Templates that show 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.
• Edit - Edit the referral template. NOTE: Templates that show 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.
• Delete - Delete the referral template. You cannot delete a referral template that is in use. NOTE: Templates that show created by “System” cannot be deleted.

The following actions are available on the Referral Templates page:

• Search by:
  • Template Name – Search by full or part of the template name.
  • Subject - Search by full or part of the subject.
  • Created By - Search by full or part of the user name.
• 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 career site of the template. The default is all career sites.
• Sort by:
  • Template Name – This is the default selection in ascending order.
  • Subject
  • Created By
  • Locale
  • Updated At

Create New Template

On the Referral Templates page, click Add New Template.

On the New Referral Template page, enter the following information:

• Template Name - The name that will appear on the lists of referral templates.
• Default Career Site - If your referral template has job merge fields, you can select any published career site in your company where the job apply URL will point.
• Locale - Use this field on Job Notification email templates if you define identical templates in multiple languages. Select the option in the Locale field that corresponds to the language used on that template. The Locale field will be used to match the template to the locale configured on the career site.
• Published - Toggle this setting to publish your template and make it available from the list of templates.
• Subject - The subject of your referral email where the template will be used.
• Message - The message for the referral template.
• Insert Merge Fields -  Select any number of merge fields from the provided list. You can insert merge fields from the following groups: Candidate (first name, last name, email), Recruiter (first name, last name, email, phone), Job (Apply URL, Job ID, Title, Location, Description), Career Site (name, page name, page URL, join Talent Network URL), Referrals (referral token, referral career site domain, or referral URL), or Manage Subscription URL.

Click Save to save your template. The page will not close, i.e., you can continue editing the template. If you are done with editing, click Save and Close: your work will be saved, the template will be closed, and you will be redirected to the list of templates. If you do not want to save the template, click Cancel.