Manage Email Templates

1. Creating a New Email Template

To create a new email template, follow these steps:

1. 1. Navigate to [Templates]
   2. Select [Emails]
   3. Click [+ New email]

Note: Changes are not saved automatically. To save your work, click [Save changes] at the bottom-right of the screen.

1-1. Setting Up General Settings

1. 1. Enter the template’s name in [Name]
   2. Add a description in [Description]

1-2. Configuring Email Elements

1. 1. Enter the email title in [Email title]
   2. Add the email content in [Email body]
   3. (Optional) To use variables such as candidate name or interview date, click [Add variable] from the bottom-right of the email body block

2. Managing Your Email Templates

2-1. Editing an Email

1. 1. Navigate to Templates > Emails
   2. Click [‥] on the right side of a template and choose [Edit]

2-2. Duplicating an Email

1. 1. Navigate to Templates > Emails
   2. Click [‥] on the right side of a template and choose [Copy]

2-3. Archiving an Email

1. 1. Navigate to Templates > Emails
   2. Click [‥] on the right side of a template and choose [Archive]

2-4. Activating an Archived Email

1. 1. Navigate to Templates > Emails
   2. Toggle [Archive] to show all archived templates
   3. Click [‥] on the template and choose [Activate]

2-5. Deleting an Email

1. 1. Navigate to Templates > Emails
   2. Click [‥] on the right side of a template and choose [Delete]