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Different template types and visibility

How you can different email templates at different places

Written by Amogh Balikai
Updated this week

Recruiterflow allows you to create templates that can be of different types. Having these different types of Templates helps us include various relevant Custom Fields in the email template.

For instance, it's really hard to include Interview Schedule in a Candidate Email normally as the system doesn't have a reference about which interview schedule to include as there can be various states of a candidate in the interview pipeline. In case the system doesn't know the value and returns no value, every time the user has manually enter these fields which becomes tiresome.

Template Types help us bring more relevance to the email. Once you schedule an interview with the candidate, the system now knows the interview schedule and now the Interview Scheduling and Coordination template type can be used and it can auto-fill the relevant values.

Following are the template types with fields along with where they are visible in the system

Candidate Email

Fields

Visibility

Everywhere except after scheduling an interview when the user is trying to email the interviewer

Interview scheduling and coordination

Fields

Visibility

The template type is visible in

  • Candidate Profile

  • After scheduling an interview and email to be sent to the candidate

  • Email pop-up on Updates Tab

Offer Email

Fields

Visibility

The template type is visible in

  • Candidate Profile

  • Email pop-up on Updates Tab

Post interview email (candidate)

Fields

Visibility

  • Candidate Profile

  • After scheduling an interview and email to be sent to the candidate

  • Email pop-up on Updates Tab

Post interview email (interviewer)

Fields

Visibility

After scheduling an interview if you want to send an email to the interviewer

Rejection email

Fields

Visibility

  • Candidate Profile

  • Bulk email

  • Email pop-up on Updates Tab

Thank you for applying

Fields

Visibility

  • Candidate Profile

  • Bulk email

  • Email pop-up on Updates Tab

Contact email

Fields

[TBD — add fields screenshot for Contact email template type]

Visibility

[TBD — describe where Contact email templates appear in the system]

Candidate submission email

Fields

[TBD — add fields screenshot for Candidate submission email template type]

Visibility

[TBD — describe where Candidate submission email templates appear in the system]

Post-interview email (Contact)

Fields

[TBD — add fields screenshot for Post-interview email (Contact) template type]

Visibility

[TBD — describe where Post-interview email (Contact) templates appear in the system]

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