Agency Templates in Recruitment Marketing (RM) allow you to create, edit, and manage email templates used with the Agency module. These templates can include notifications about new jobs, candidate acceptance or rejection, and other agency-related updates.
Audience
All Users
Requires Administrator or Recruiter privileges in Agency.
Agency Templates
Select the Campaigns tab, then click Templates.
Click Agency Templates.
The Agency Templates page displays the following information:
- Template Name - The unique name of the agency template.
- Subject - The subject of the agency 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 agency template is published and can be used in various configured workflows and in sending emails.
- X (No) - The agency template cannot be used and is not visible in other modules to select.
- Locale - The language of the agency template. The default is no locale.
- Updated At - How long ago the agency 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 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 template. You cannot delete a template that is in use. NOTE: Templates that show created by “System” cannot be deleted.
The following actions are available on the Agency 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 Agency Templates page, click Add New Template.
On the New Agency Template page, enter the following information:
- Template Name - The name that will appear on the lists of agency templates.
- Default Career Site - If your agency 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 agency email where the template will be used.
- Message - The message for the agency 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.