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Creating Email Templates in Recruit CRM
Creating Email Templates in Recruit CRM

Send customized email templates to your candidates or contacts

Shubham Chouthai avatar
Written by Shubham Chouthai
Updated over a week ago

Tired of typing the same email again and again?

We've built our powerful Email Template Builder that you can use to create custom messages and send them to all your candidates and contacts.


Email Template Types

There are 3 types of Email Templates in Recruit CRM:

Automated workflow Templates

These templates are triggered automatically when a specific event occurs. E.g. If the hiring stage of a candidate is changed or if any candidate has applied through your website.

Candidate Templates

These templates are created by you only for candidates, and these can be selected from the drop-down while sending emails to candidates. It only includes candidate placeholders.

Contact Templates

These templates are created by you only for contacts, and these can be selected from the drop-down while sending emails to contacts. It only includes contact placeholders.


How to Create an Email Template ✉️

To create a new Candidate or Contact Email Template, open your mailbox in Recruit CRM, go to Email Templates and click on the green "Create Email Template" button.

You can also create an Email Template from the Admin Settings

Before creating the body of your email template, you'll first need to choose the type of template (Candidates, Contacts or Automated workflow Templates), the template's name and the email subject.

You can also share the template with the other users in your account by turning the "Share this template with my team" toggle on.


Recruit CRM also lets you add custom "Placeholders" to your emails that automatically pick up associated values like candidates/contacts' first/last name, company name, job name, etc., to give your message a personalized touch.

You can even copy the placeholder and use it in the email subject line.


How to Edit an Existing Email Template

1. Go to Email templates and click on the pencil icon next to the template that you want to edit.


Hit the green 'Save' button to save the changes.

To delete an Email Template, go to Email Templates and click on the dust bin/trash can icon right next to the pencil icon, along the line of the template to be deleted.

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