Every account starts with at least one marketing template (typically called "New Candidate Welcome Message"). This section of our documentation will cover:

I have also included sample templates under this section of the documentation based on the templates that have been set up on different accounts:

Adding a new marketing template will give you the option to send that marketing template out to candidates to prompt them to come book with a recruiter. Marketing templates are stored under Messaging > Marketing Templates, so to start with the process of adding a new marketing template, make sure you are logged into the proper child account and go to that page:

Under the Marketing Templates section, you'll see your list of existing marketing templates. You'll also see in the top right a green button to "Add New Template". Click that to begin the process:

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. This name is not shown to the candidates 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 template on your account, login to the child account that has been set up and go to Messaging > Marketing 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