Admin - Email Management - Email Templates

Overview

Updated 08/02/2021

Email templates provide an email structure used when sending a task to a talent - "Thanks for applying. Please submit these additional things..."

The application provides an initial, default template ("Default Talent Profile Created By Talent") that features a subject, body text containing dynamic fields, and signature text containing dynamic fields. 

New templates can be created and used instead of the default. See the Add a Template section below. 

Element	Description
Template name	The name of the talent as it appears in the Admin's list.
Subject text	The text that will appear as the subject in the email.
Body text	The text that will appear as the main body text in the email. The body text is able to be edited in the HTML editor.  The body text is normally used to offer an explanation why the receiver is receiving the email. Frequently, the body will also contain a description of next steps.  Dynamic fields can be used in template text areas. Dynamic fields are used to auto-populate personalized information that may change according to email characteristics, such as who is sending the email or who is receiving the email.  Use these dynamic fields to insert personalized information based on recipient:  {{firstname}} inserts first name of talent.  {{lastname}} inserts last name of talent.  {{employername}} inserts the staffing supplier description based on Talent record Branch.  {{branchname}} inserts the branch site name based on Talent record Branch. {{branchphone}} inserts the branch contact number based on Talent record Branch.  {{talenthomepagelink}} inserts a link that allows the recipient to sign in or create an account to access their home page. {{talenttasks}} inserts all the task names selected in the task chooser (W-4, I-9, etc.)  Only one "{{talenttasks}}" needs to be in the email. If there are three talent tasks selected, three will automatically populate vertically in the email.
Signature text	The text that will appear as the signature below the main body text in the email. The body text is able to be edited in the HTML editor.

Add a Template 

1. Click the  icon. Empty template fields will become available for population. 
   
   
2. Enter a name for the template
   • The name cannot be the same as another template.
     
     
3. Enter the body text for the email.
   • Use dynamic fields to auto-populate data. Type only one "{{talentasks}}"  into the template. Later, when the task is sent, all check-marked talent tasks will automatically populate where the one "{{talentasks}}" is typed. 
   • Edit the text with the HTML options (B, I, U, etc.)
     
     
4. Enter the signature text. 
   • Use dynamic fields to auto-populate data.
   • Edit the text with the HTML options (B, I, U, etc.)
     
     
5. Click . The template is now available for assignment. Visit the Template assignments article to configure which template will be sent with which action.

Edit a Template

To edit a template, click on a field in an existing template. Click Save after changes have been made. 

The initial "Default" template cannot be edited.

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