There are two methods of creating AutoMailer Content Templates, one is from within AutoMailer itself by simply writing some content and then clicking the Save As button. This will ask you for a name for the template and will then save it as a My Template in content drop down list. It will only be available to you and only in similar AutoMailer scenarios to the one in which you made it.

To create an AutoMailer Content template for everyone, go to Side Menu->Admin->Automailer Template. This contains a set of tabs that represent scenarios in the system such as Candidate, Contact, Vacancy, Applicants, and so on, where you can define master template based emails, faxes, or letters in each of these tabs. The templates are arranged in these sections because you can insert contextual tags like candidate details or interview details from the right click menu and these tag choices will differ depending on the scenario.

 

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For example, if you want to create a template that is available when you access Automailer from a Vacancy List or Vacancy Record, define the email, letter, or fax template in the Vacancy tab.

Here is a brief description of each AutoMailer Template Tab…

Candidate: Templates created here will be available from candidate lists and candidate records.

Contact: Templates created here will be available from contact lists and contact records.

Vacancy: Templates created here will be available from vacancy lists and vacancy records.

Cand CV to Job: Templates created here will be available from shortlists when submitting CVs to contacts.

Job Doc to Cand; Templates created here will be available from shortlists when submitting Job specs to candidates

Speculative: Templates created here will be available when speculatively sending a CV to contacts.

Interview to Cand: Templates created here will be available when in shortlist and sending interview details to candidates.

Interview to Cont: Templates created here will be available when in shortlist and sending interview details to contacts.

Job Applications: Templates created here will be available in the applicant area at the bottom of the system when responding to applicants that have applied for a particular vacancy (only available to those with ApplicantExtra integrated websites).

Applicants: Templates created here will be available in the applicant area at the bottom of the system when responding to applicants that have not applied for a particular vacancy (only available to those with ApplicantExtra integrated websites).

To add a new template, click Add and enter a name for the template in the window that appears. After you give a name for the template, you get the following window.

NewAutomailerTemplate

You can add your text here with the required formatting and indentation. When you right-click the text area, you get a list of contextual tags, grouped and prefixed with CAND for candidate, CONT for contact, CLIENT for client, JOB for vacancy, and CONSULT for job. When you add it in your template, it appears with relevant text once you send the email or compile the letter or fax for printing.

You can see here for more information on creating the template.

Note – Since templates are scenario based, you get the tags based on the tab where you are creating the template.

Consider the following example of an email template created in the Candidate tab.

Dear [CAND-FNAME],

Thank you for choosing to register with [CONSULT-COMPANY].

Regards

[CONSULT-NAME]

[CONSULT – EMAIL]

You get the email text as the following, when you send this email.

Dear Bob,

Thank you for choosing to register with Candid Recruitment.

Regards

Robert Robertson

robert@candidrecruitment.com

After creating the template, click Save to update the changes. This takes you to the Automailer Template screen.

Note – You can also add signature templates by clicking Go to Signature Templates. See here for more information.

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