How to create templates and email signatures

Liz Diller avatar
Written by Liz Diller
Updated over a week ago

With our platform, you can create custom templates tailored to different stages of the hiring process, from initial offers to group emails and beyond. Here's how to get started:

  • Navigate to the left sidebar and click on the Tools Setup button.

  • From the dropdown menu, select Templates.

  • Click on CREATE EMAIL TEMPLATES to access the template editor.

Once in the template editor, you'll find options for various types of templates, such as offer templates, group emails, and more. Select the type of template you need to create.

Customize the template content to suit your needs. You can include placeholders for dynamic information like candidate names, positions, and dates. Use formatting options to ensure your templates are professional and visually appealing. After customization, save your template for future use. You can give it a descriptive name to easily identify it later.

Creating and Editing Email Signatures:

In addition to templates, you can also create and edit email signatures to use in your mailbox and email templates. From the same Templates section in the left sidebar, choose Email Signature. Click on the option to CREATE EMAIL SIGNATURE button.

Write your contact information, company details, and any other relevant information.

Once created or edited, your email signatures will be available for use in both your mailbox and email templates.

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