Manage various types of templates for frequent communications and updates.
Written by Shruti Patel
In the system, you can manage multiple templates for things that require frequent use. You can create and manage different types of templates to avoid spending time repeatedly adding the exact details.
You can manage Templates in your Personal Setting, by clicking on the profile icon on the top-right corner of the screen.
Navigation Link: https://app.ismartrecruit.com/profileSettings
You can access the Templates section and manage all types of templates.
You can create multiple templates for email communications that you frequently send to your candidates, clients, or leads.
Add Template
Step 1: Click the Add Template button to create a new template.
Step 2: You can add details like the Template name and the subject line for the email, and you can also choose to share the template with your colleagues if it is required to be common across the team.
Step 3: You can create the text part of the email body and use the available tags to auto-populate relevant information while sending out the emails. After entering all the details you can save it by clicking on the save button at the bottom.
Note: The tags used will only populate information if they are sent from the section in which they are available. For example, the tags beside the Pipeline heading will only populate information if you send the email out from the "candidate" pipeline tab in the Job screen.
Automated Email templates
All default templates are automated email templates. You see them in the system with a question mark icon beside them.
These emails will not be available as an option to choose from while sending out an email. They are interlinked with other activities in the system, which will lead to the automatic sending of these emails. You can, however, edit the content of these automated emails.
Manage Text Message templates to send out text messages to candidates in bulk.
To know more about the text messages feature, please refer to a detailed article on Sending text messages.
To candidates - https://help.ismartrecruit.com/candidate-management/send-text-messages-to-candidates
To clients - https://help.ismartrecruit.com/client-management/send-text-messages-to-clients
You can click the Add Template button to create your template for text messages.
Under this heading, you can manage your templates while promoting jobs on your social network accounts. You can create multiple job-specific or platform-specific templates to simplify promoting jobs on your social network accounts, such as LinkedIn, Twitter, and Facebook.
Create multiple job templates for repeat job requirements. This reduces the time spent adding the same job description to the system repeatedly.
