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E-mail templates creation
E-mail templates creation

How to create e-mail templates in TRAFFIT

Anna Sykut avatar
Written by Anna Sykut
Updated over a week ago

You can manage your email templates in Settings → Email/SMS templates.

Templates are put in categories, that are mandatory. You can create a new template or a new category anytime on the top of this tab. Thanks to Search field on the left you can find a template basing on its name.

You can find the list of templates included under the category name. You can also rename or remove a category. You can change the order of the templates in a category or move them to another category using simple drag’n’drop:

Every template has the following information and options:

1. number of email automations using this template (click it to see the details)*

2. the email receiver:

C for candidate

U for user

HM for Hiring Manager

3. template preview

4. template edition

5. template duplication (without attachment)

6. removing a template

When creating a new template you have to:

  • enter its name

  • choose the receiver (user, candidate or Hiring Manager)

  • choose the category

  • enter the subject and the content of the email

When creating a new template you have to:

  • choose, it it will be active

  • use personalized elements, like candidates name or job name (Available fields visible on the right)

  • add an attachment (up to 20MB)

  • enter the HTML code to make it consistent with the company visual identification:

After creating a new email template your TRAFFIT will ask you if you want to create an email automation basing on it.

The email templates you create can be used to:

  • automate the emails based on the workflow

  • automate the emails based on a job

  • manually send emails to your candidates, users and Hiring managers

Check out this short video:

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