Recooty makes it easy to customize email templates for different hiring stages for candidates and teammates. Follow this guide to personalize the templates to match your requirements.
Accessing Email Templates
Go to Profile > Settings > Templates > Email Template from the dashboard.
You’ll find two sections:
Candidate Templates: For notifying candidates at different hiring stages.
Teammate Templates: For notifying interviewers about scheduled interviews.
Customizing Candidate Email Templates in Recooty
Recooty allows you to manage and personalize email templates for candidates during various hiring stages. These templates include:
New Application Thank You
Interview Scheduled
Shortlisted
Offered
Hired
Rejected
Here’s how you can work with these templates:
Steps to Manage Candidate Templates
1. View Templates
Go to the Candidate section under Email Templates.
Select the email category (e.g., "New Application Thank You").
Review the pre-written email subject and content.
Note:
Pre-written templates cannot be edited.
You can only choose to make them default or remove the default setting.
2. Create a New Template
Click the New button beside the individual email category.
Fill in the following:
Template Name: Add a name for the template (e.g., "Thank You Email").
Make Default: Tick this box if you want your new template to replace the current default template.
Subject and Body:
Write the subject and email body. You can either click on the Generate with AI button to generate it with AI or you write it manually.
Use placeholders like Candidate Name, Job Role, or Company Name to personalize it. (These placeholders will be replaced by the candidate details automatically, during different hiring stages.)
Save the Template: Once finished, click Create to save it.
3. Set Default or Update Templates
Edit an Existing Template:
Open the template, make changes, and click Update.
Revert to Pre-Written Templates:
Select the pre-written template and tick the Make Default box to use it again.
4. Delete Templates
To remove a custom template, open it and click the Delete icon.
Visibility of Candidate Templates
The templates you create or make default will automatically apply to their respective hiring stages (e.g., the Interview Scheduled email will be sent when an interview is scheduled).
Customizing Teammate Email Templates in Recooty
The Teammates section contains pre-written email templates that notify interviewers about scheduled interviews. These templates are categorized as:
Interview Schedule - Telephonic
Interview Schedule - Video-Conferencing
Interview Schedule - Walk-In
Follow the steps below to manage and customize these templates:
Steps to Manage Teammate Templates
1. View Templates
Navigate to the Teammates section.
Select the interview type (e.g., “Telephonic”) you want to review.
The pre-written email details will appear.
2. Set Default or Remove Default
To Set as Default:
Check the Make Default box if you want this email to be automatically used for the respective interview type.
To Remove Default:
Uncheck the Make Default box to stop using the template automatically.
3. Customize Email Templates for Teammates
To create or customize mail for teammates, follow the same steps used for customizing candidate emails:
Create a New Template:
Click the New button to create a custom teammate notification email.
Fill in Details:
Add a Template Name, Subject, and Email Body generate it with AI or write manually.
Use placeholders like Candidate Name, Job Name, or Interview Time for personalization.
Save the Template:
Once done, click Create to finalize it.
Customizing email templates in Recooty helps simplify and personalize communication with both candidates and teammates. You can create or modify templates to suit each hiring stage and ensure smooth communication throughout the process.
For additional help, contact us at [email protected]!