Clear and timely candidate communication is pretty important. It makes a difference in how your business is seen in what is often a first and lasting impression. Eddy makes candidate communication simple out-of-the metaphorical box (as it were) by providing automated messages to candidates when they apply for a job or are rejected for a job. You can add more messages using stage actions. You can customize the content of those messages using email templates, as described below.
Eddy Messaging Templates
To view, update, or add to the available email templates, click the "Email Templates" link on the Hiring page.
Above: The "Email Template" link is highlighted on the hiring page.
Eddy has two default system templates. One for the automated "Application Received" message that is sent to each candidate when they apply for a job. The second is for the automated "Rejection" message sent when a candidate is moved to the rejection stage.
These two system templates are unique in that they cannot be accidentally deleted, and they cannot be edited. The reason for this is to ensure that a default template is always in place for these events.
If you prefer not to send these emails, learn how to turn these off with stage actions.
Above: The Email Template page shows the two default Eddy templates.
Since these default templates cannot be edited, we provide a "clone" button to make it easy to make your own custom copy of the message.
Above: The "clone" icon is highlighted on the email templates page.
Cloning a template
When you click the "clone" icon we make a copy of the template. To help avoid confusion about templates, we require that each template have a unique name. We add the day's date to the template name to help ensure that it is unique.
The cloned template info is shown in "edit" mode to make it easy to update and make whatever adjustments you like.
Above: The page shows the "edit template" screen after the "clone" icon has been clicked.
When you click "Save" the newly added template is show on the page under the heading "Custom Templates"
Above: The Email Templates page shows the two Eddy system templates, as well as a newly added custom template.
Create your own templates
To create your own template from scratch you can click the "Add new template" button. This will open a new screen that lets you add a template name, subject line, and message.
Above: The page shows the "add a template" screen.
In the right column of the "new email template" page, you see a list of "inserts". These inserts are placeholders for information you'd like to show.
For example, In the screenshot below, you see a template message that a new candidate has applied for a job. This template can be used for multiple jobs, so we can use the insert "Job Title" to let the message recipient know which job the candidate applied to. In addition we can use the insert "Candidate Full Name" to let the message recipient know who applied to the job.
Above: clicking an "insert" in the right column will insert that variable text information into your email message.
Templates can be linked to multiple jobs
An email template is a powerful time-saver because it can be linked to multiple jobs. It is important before you edit or remove a template that you can see what jobs are connected to that template. Clicking on the number icon on the right of the template (as shown in the image below) will show a list of all jobs attached to that template.
You can add this template to a new job from this same menu.
Above: tapping or clicking on the number inside the circle shows a list of jobs the email template has been attached to using a stage action.
Preview a template
Clicking the "eye" icon () in the tool list for each template lets you see a preview of the template.
Above: tapping or clicking on the "eye" icon shows a preview of that template.
The template preview shows the template name, subject line, and message. From the preview screen you can send a test email to yourself. This lets you see the message in your own inbox just as the candidate would.
Above: The screen shows a preview of the selected template.