How to Build Email Templates

Click into "Email Templates" on the left Action Bar


Select "New Template" 




  1. Name your Template
  2. Choose whether to send to all emails or personal only
  3. Add Subject Line
  • Use Dynamic Tags to personalize the email

dynamic tags

  • Add a link to an article, website, or job posting (Track link clicks in the personal dashboard section)

Select "OK" and your template will be saved to your template library.  You will be able to access this Template at any point when crafting emails from specific candidates or in bulk.