Overview

Step 1: Open Email Template

• Navigate to the Email Template section.

• Click on the Create Template Button .

Step 2: Fill in Basic Details

• Template Name – Give your template a descriptive name (e.g., Interview Invitation).

• (Optional) Upload a Company Logo (JPEG, PNG, GIF, SVG – Max 5MB).

Step 3: Customize Email Content

• Email Subject – Example: Interview Invitation for {jobTitle}.

• Email Body Text – Write your message using formatting tools (bold, headings, lists).

• Use Tokens (placeholders like {candidateName}, {jobTitle}, {interviewDate}) to auto-fill details.

Step 4: Save & Add Attachments

• Save the template.

• Add attachments if you want to add in visual references or make file references

• You can now select it whenever sending interview invitations.

Step 5: Edit & Delete

• Edit an Existing Template

  • Locate the template you want to modify (e.g., Interview Panelist).

  • Click on the three-dot menu (···) next to the template.

  • From the dropdown options, select “Edit.”

  • Update the details as needed and save your changes.

• Delete a Template

  • Again, click the three-dot menu (···) beside the template.

  • Select “Delete.”

  • Confirm the deletion if prompted.