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Email templates
Matt Schofield avatar
Written by Matt Schofield
Updated over 5 months ago

Overview

All users have the ability to create an unlimited number of email templates for use throughout the screening and hiring process.

Creating email templates

To create an email template, navigate to the Settings page in the dropdown menu under your name in the top right corner of the site.

Scroll toward the section called “Email Templates” and click the green “+New Email Template” button.

Name your email template and add a Subject line. The Internal name will not be seen by the candidate.

Add the body of the message to the Email Content section. You can click on the variables on the right hand side of the page to add them to the email. Adding variables allows the system to automatically populate the email with the appropriate information for each candidate, which makes each email more personalized for the recipient. This is especially useful when you use your template to send bulk emails. (Don't forget to add a space before and after each variable pulled into the email)

Once you’ve finished populating the email content, select which users you’d like to see this email template. Note: When a District User or School Admin creates a template, they do not have the ability to share their templates organization-wide.

When you are done editing the template, you can click the Save Email Template button.

Reference check email templates

To create emails that can be used for reference checks, simply click the toggle button at the top of the modal. Once the template is turned to a reference email template, you will be able to add new variables associated with the reference information. These emails will be available when sending communications to candidate references.

Status change emails

Once you have an email template created, you can associate the template with a status change, if you would like this email to be the default when candidates are moved to that status. To do so, navigate to the statuses section in settings. When you edit or add a status, turn the Send Email toggle on to select the template you’d like to associated with this status.

Then when you move a candidate to the associated status from their quick view or full profile, an email modal will pop up, allowing you the ability to send the default email template or select another template from your list.

Using email templates

Users can also send emails directly from the candidate’s quick view or full profile, by clicking the drop-down next to the candidate’s name and then selecting Email.

Lastly, users can also send bulk emails by navigating to the candidate list and checking the box on the left hand side of the list for all candidates they’d like to email. From there the user can click Bulk Email on the bottom of the page. The users will be prompted to select an existing template to send to these candidates.

To learn more about sending emails and other Nimble features, check out our tutorials page in the drop down menu under your name in the top right corner of the page.

Customized application confirmation emails

Now, you can customize the email a candidate receives when they apply for a role at your organization. Built by popular demand, this will allow you to customize the messaging candidates receive and add district specific requests, such as the next steps in your hiring process!

First, name your template. Second, select “Application Confirmation” from the drop-down menu that indicates the email type. Note that each organization will only have one application confirmation email. The organization will revert to the Nimble default email if they do not create an application confirmation email or if they delete their application confirmation email. Then, create the rest of your template using variables to personalize the applicant experience. Lastly, select save. Learn more here.

And as always feel free to contact us at support@hirenimble.com.

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