Candidate Templates in Recruitment Marketing (RM) are a list of email templates provided by the system and defined by your company that can be used with any type of emails sent to candidates (individual emails to single or multiple candidates, or mass emails). By default, Campaigns provides a list of basic templates that can be used as is or customized by your company.
Audience
All Users
Candidate Templates
Select the Campaigns tab, then click Templates.
Click Candidate Templates.
The Candidate Templates page displays the following information:
- Template Name - The unique name of the candidate template.
- Subject - The subject of the candidate 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 candidate template is published and can be used in various configured workflows and in sending emails.
- X (No) - The candidate template cannot be used and is not visible in other modules to select.
- Locale - The language of the candidate template. The default is no locale.
- Updated At - How long ago the candidate 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 Candidate 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 Candidate Templates page, click Add New Template.
On the New Candidate Template page, enter the following information:
- Template Name - The name that will appear on the lists of candidate templates. NOTE: There is a 50-character limit for template names.
- Default Career Site - If your candidate 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 candidate email where the template will be used. NOTE: There is a 70-character limit for template subjects.
- Message - The message for the candidate 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.