Once you've created your invitation templates, you can start sending them to candidates. To do this, go to the Candidates menu in the top navigation, select the candidate using the checkbox to the left of their name, and click the "Email" button in the top that appears:

This will bring up the send email workflow. This can be customized on a per account basis. Before going live, you'll want to consider how you want your booking flow to be set up as that will determine a lot about how the send email workflow will work.

The send email workflow window will be slightly different per account. The below screenshot includes all options that you can pass through to the email by using tags or attachments. Below the screenshot you will see a description of each item:

b. Location

this is a list of locations on the account (stored under Settings > Locations). You'll also see the option in that dropdown to add a new location in case you need to add a new location on the fly. If you want to include location values on the marketing templates, the following tags can be used:

%LOCATION_NAME% - inserts whatever is stored in the name field on the location profile
%LOCATION_ADDRESS% - inserts whatever is stored in the address field on the location profile

If any of those elements are empty on the location then they will just fill in as blanks on the template

d. Reason

this is a list of the reasons on the account (stored under Settings > Reasons) and generally represents the type of appointment a candidate might be wanting to book (i.e. a "Phone Screening"). To use any values stored on the reason profile in the email templates, add any of the following tags to the template:

%REASON% - inserts name of the reason
%REASON_DESCRIPTION% - inserts the description stored on the reason profile
%REASON_INSTRUCTIONS% - inserts the instructions stored on the reason profile under the email settings section

e. Coordinator Staff

this is also a list of staff, but it will not be the staff person that the candidate is meeting with, but rather the staff person that should be listed as the coordinator on the appointment. If you are a service center staff or account coordinator that is sending out this email to coordinate an appointment between the recruiter and the candidate, then you'd want to put yourself (the service center staff or the account coordinator) down as the coordinator staff. If you are a service center staff that is sending out this email to coordinate a meeting between the hiring manager and the candidate, you'll likely want to set the coordinator staff to the name of the recruiter who submitted the request for interview.

Once you've made the selections you need to on the Select Template portion of the pop up, click the green "Select Template" button at the bottom of the window:

That will give you a quick window to edit the template before sending it out. Make sure that it reads okay for the candidate and will make sense to them when they receive it. If there is any text in Red that means it is placeholder text and you should swap it out with the proper item based on where it is in the template. Once you're done making any customizations, click the "Send Email" button at the bottom of the pop up window:

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