Every account starts with at least one marketing template (typically called "New Candidate Welcome Message"). This section of our documentation will cover:
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I have also included sample templates under this section of the documentation based on the templates that have been set up on different accounts:
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Adding a new marketing invitation template will give you the option to send that marketing invitation template out to candidates to prompt them to come book with a recruiter or hiring manager. Marketing Invitation templates are stored under Messaging > Marketing Invitation Templates, so to start with the process of adding a new marketing invitation template, make sure you are logged into the proper child account and go to that page:
Under the Marketing Invitation Templates section, you'll see your list of existing marketing invitation templates. You'll also see in the top right a green button to "Add New Template". If you click on that, you'll see an option to add a template for staff or for candidates:
Depending on what template you are wanting to set up, choose the corresponding recipient from that dropdown. If you are wanting to set up the template that prompts candidates to come book with a recruiter or hiring manager, you'd want to choose the option for "To Candidate". Alternatively, if you want to set up the template that prompts a hiring manager to come add their availability, then you'd want to choose the "To Staff" option.
The only difference in the next few steps dependent on whether you choose "To Candidates" or "To Staff" would be how you'd name the template and what tag you'd put in the "To" . Click that to begin the process:
The field. If you select to send the template to a candidate, then you'd likely want to name it something that corresponds to that step in the process for the candidate, like "Prompt to book phone screening". You'll also want to set the "To" field value to be %CLIENT_EMAILADDRESS% which would correspond to the email address stored on the candidates profile.
If you select to send the template to a staff, you'd want to name it something that corresponds to which staff you'd be emailing it to and what step you want the staff to complete, like "Hiring Managers - Add Availability". You'll also want to set the "To" field value to be %STAFF_EMAIL%.
Once you get to the add new template page, the first thing you'll want to do is fill in the name for the template. This will be how the template displays in the "Select Template" dropdown when you go to email a candidate or staff. This name is not shown to the candidates email recipient at all so you can make it very descriptive of the circumstances you are wanting to cover. Enter the new name and click "Save" in the top right:
Once you've saved the new template, you'll see that you can then edit the template elements (like subject line & body) in the "Template" section below:
With the Template section in edit mode, you can enter in a subject line as well as the email body:
These fields are tag enabled which means you can merge values that the recruiter selects in the send email flow to the body of the template. I recommend looking at some of the example templates we've provided to see more about what tags you can use, but I've listed some common ones below:
- %BUSINESS_NAME% - The name of the business as defined in the "Business Name" column in your list of your child accounts
- %STAFF_FULLNAME% - The full name of the recruiter that was selected in the send email workflow
- %CLIENT_FIRSTNAME% - The first name of the candidate that was selected to send the email to
- %REASON% - The name of the reason that was selected in the send email workflow (like "Phone Screening")
- %REQ_JOBTITLE% - This will print the name of the job that was selected in the send email flow (currently only enabled for Air Canada)
For a full list of tags, please visit our general documentation page here.
Please note: the syntax for tag formatting is critical. There are NO spaces in the tags. The format is %TAGNAME% where the entire tag is wrapper with percentage signs. If you are using the translation tables, then you'll want to add in the #locale-code before the closing % sign.
If you want to make changes to an existing marketing invitation template on your account, login to the child account that has been set up and go to Messaging > Marketing Invitation Templates:
Find the template you want to edit in the list and click the "View" button next to it:
Scroll down to the "Template" section of the template profile and click "Edit":
Make the changes that you want to make int he template body/subject line and click "Save" in the top right:
These templates are html enabled so you want customizations in terms of adding buttons or links of some kind and are not sure how to insert those, please email lucy@timetap.com and she'll be glad to assist