Email Templates (Candidates and Contacts)
Within EVA, you have the capability to send emails to your candidates and contacts, provided you have your email synchronization enabled. To streamline your email communication and efficiently handle repetitive emails, we've designed a dedicated Email Templates Library for Admin users. This comprehensive guide will walk you through creating, managing, and utilising email templates effectively.
Creating Email Templates for Candidates and Contacts:
Initiate the process by clicking on the 'Administration' tab.
From there, navigate to 'System Settings.'
Within the System Settings, you will find the options for 'Email Templates (Candidates)' and 'Email Templates (Contacts).'
Choose the relevant option based on your requirements (Candidates or Contacts).
To add a new email template, click on the 'Add' button against 'Email Templates.'
You can now create your email template by filling in the necessary details.
Click 'Submit' to save the newly created email template.
Creating Email Content:
It's important to note that email content can be created in three different ways in EVA:
HTML: This option allows you to use HTML for your email content. It offers a high degree of customisation but may require some coding expertise.
Simple: This option provides a straightforward approach without extensive formatting or images. While creating your template, you can insert general parameters such as 'Candidate First Name' or 'Company Name' from the parameter library.
Unlayer: For visually appealing email templates without the need for HTML proficiency, you can utilise the powerful 'Unlayer' drag-and-drop email editing tool. Select the 'Unlayer' option when creating a new email template. This tool enables you to effortlessly craft beautiful email templates with a user-friendly interface. For detailed guidance on using 'Unlayer,' please refer to our guide :Creating emails with Unlayer
By effectively managing email templates in EVA, you can streamline your email communication, save time on repetitive messages, and maintain consistent, professional interactions with candidates and contacts.
Sending email as an Agent
These email templates can be manually sent from EVA to candidates or contacts if the recruiter's email synchronization is enabled.
To send a recently created email template from your library, follow these steps:
Navigate to the candidate or contact profile.
Click on the email icon to access the full library of email templates.
Select the desired template you wish to send.
