Editing e-mail messages before sending

You can edit any messages defined already in the template library, when they require last minute changes to be made before they are sent. To do this, click on Edit button on the toolbar and modify the required changes within the message body.

Note: Please don't alter the any words enclosed within square brackets. For example: [CandidateName] or [ReqTitle]...etc. They are used for identification of the information to be changed dynamically, and we call them as Tags. You need to use these when creating your own email templates, trackers or resumes in the desired format. Click here to learn more and to find the list of Tags you can use.

Once the required changes are made press Post button on the toolbar to update the changes and press Send button and click on sub-menu Mail Only or *SMS only or *Mail and SMS.



* Visible only if the SMS service is obtained by you and configured.

Hints :

  • In case the changes you made to be reflected the next time you use the same template, you can press Overwrite button on the toolbar, which will update the template in the template library as well. So you don't need to visit the template library to make the changes.

  • By pressing the Save As button you can save the template as your own copy, when the template you are using isn't created by you. Doing so will save considerable time of yours, when you want to create templates based on most of the information contained herein.

    Upon pressing the Save As button, the window as in figure below is displayed. Now provide the new name for your template in the Title field and choose access as either Private or Public, then press Save button. By choosing 'Private' as access, only you will be able to view the template, or by choosing 'Public' you are letting everyone to view your template. It is upto you to decide.

 

 


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