Email templates
Create reusable message templates with merge fields.
Templates let you write commonly used messages once and insert them into emails with a single click. Merge fields are replaced with real candidate data when you use the template.
Creating a template
Go to Settings → Templates and click New template. Enter a name, optional subject line, and the body content.
Merge fields
Insert merge fields using double-brace syntax. Available fields:
| Field | Resolves to |
|---|---|
{{candidate.firstName}} | Candidate's first name |
{{candidate.lastName}} | Candidate's last name |
{{candidate.email}} | Candidate's email address |
{{position.title}} | Position title |
{{org.name}} | Your organization name |
{{sender.firstName}} | Your first name |
{{sender.lastName}} | Your last name |
When you insert a template in the compose bar, merge fields resolve instantly against the current candidate's data. You can edit the content before sending.
Template scopes
- Org templates - visible to all team members. Only owners and admins can create and edit them.
- Personal templates - visible only to you. Any team member can create personal templates.
Using templates in workflows
The Send email workflow action references a template by name. Merge fields are resolved at execution time against the trigger's context. The subject uses the template's subject field, or falls back to the template name if no subject is set.