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Regular users: add and edit an email template

Add an email template

  1. Sign in to Hire.
  2. Select Menu Menu and then Settings Settings and then Email templates.
  3. Select Personal to add, view, or edit email templates that are only available to you, or select Company to view templates that are available to your entire company. 
  4. To add a template, select Add Add
  5. Below "Name," enter a name for your template. 
  6. Below "Type," select the type of email you are creating from the dropdown list.
  7. Enter the email subject and email body.
  8. To add a placeholder, in the subject or body, enter < and select the placeholder to insert. (Optional)
  9. Select groups to cc or bcc. (Optional)
  10. Select Save.

Edit a template

  1. Sign in to Hire.
  2. Select Menu Menu and then Settings Settings and then Email templates.
  3. To the right of the template you want to edit, select More More.
  4. Select Edit.
  5. On the Edit template page, update the template.
  6. Select Save.

Delete a template

  1. Sign in to Hire.
  2. Select Menu Menu and then Settings Settings and then Email templates.
  3. To the right of the template you want to delete, select More More.
  4. Select Delete.

 

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