Save time and maintain a consistent voice by creating your own message templates for recurring communications. This is perfect for interview invitations, requests for more information, or any other message you send frequently.
Steps to Create a Custom Template
- Navigate to any candidate's Conversation tab.
- Click the "+" (insert template) button to the left of the message input field.
- In the "Use a template" window that appears, click the Create a template button at the top.
- Name your template something clear and descriptive so you can easily find it later (e.g., "Phone Screen Request - 1st Shift").
- Write the body of your message in the text field.
- Personalize your template using tokens. Click the variable buttons like `[Candidate Full Name]`, `[Job Title]`, or `[My Name]` to insert placeholders that will automatically populate with the correct information for each candidate. This makes your messages feel personal, even when sent from a template.
- Once you're happy with your template, click Save and close.
Your new template is now saved and available for you and your team to use at any time from the "Use a template" menu.