Edit Email Templates

Modified on Thu, 9 Nov, 2023 at 9:29 AM

To customise the emails sent from your account, watch our video or use the instructions below.


  


 

Step 1
Head into your account by selecting the card with the name of your company.
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Step 2
Select Manage Email Templates from the side-bar.
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Step 3
 
Select New Email Template from the side-bar, or choose Edit on an existing email template. You can browse the saved email templates on your account using the tabs at the top of the page.
 

Step 4
 
Choose a Template Name, this will be how your template is identified on your account. This won't be shown to candidates.
 
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Step 5
Choose a Template Type, this is what situation the email can be used in.
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Step 6
Enter a Subject line for your new email template.
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Step 7
 
Enter the Body content for your new email template. We recommend copying this from the default template as a starting point - you can find this on the previous page.
 
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Step 8
Click Create to save your new template to your account.

You can now use your new template from the communications centre,  or when you send your next invitation or rater allocation.

 


 

Parameters

 

When you are updating the body and subject of your email template, you can include Parameters. These are placeholders that automatically fill in details from the system when they are included in your email. You can find them listed on the page once you select a template type.

 

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To use a parameter, just type in one of the phrases enclosed between the hash (#) symbols:


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When your template is used to send an email to a user, the corresponding detail will be automatically included.


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Make sure to include the #username#, #password# and #login_url# parameters in your invitation emails. This makes sure candidates get all of the necessary details required to login and the link to get started.