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Email & message templates

Templates keep candidate communications fast, consistent, and on-brand. Administrators manage the shared template library so recruiters can reuse approved messaging. Open Admin → Message Templates (and email template management where provided).

🖼️ Screenshot: The template library listing templates by type (acknowledgement, interview invite, rejection, offer) with edit actions.

Types of templates​

  • Email templates — acknowledgements, interview invitations, rejections, offer notes, nurture emails.
  • Message templates — SMS and WhatsApp texts (where those modules are enabled).
  • Call templates — scripts/notes for call workflows (where the Calls module is enabled).

Creating a template​

  1. Open the template area in Admin.
  2. Select Add Template and choose the type.
  3. Give it a name, a subject (for email), and the body.
  4. Insert merge fields (e.g. candidate name, job title, interview time) so each message is personalised automatically.
  5. Save. The template becomes available to recruiters when they email or message candidates.

:::tip Use merge fields generously Merge fields make bulk and templated messages feel personal. Always preview a template with a sample candidate to check the fields resolve correctly. :::

Blocked emails & unsubscribes​

Administrators can also review blocked emails (bounced or opted-out addresses). The platform respects candidate unsubscribes automatically, so opted-out candidates aren't contacted by campaigns.