Overview
Campaign Email Templates allow you to create and customize the emails sent throughout the assessment process.
You can create templates for:
Campaign invite emails
Reminder emails
Follow-up emails
Hiring emails
Rejection emails
Templates support rich-text formatting, images, buttons, and merge tags to help you create personalized communication at scale.
Access campaign email templates
Navigate to Settings
Select Notifications
Click Campaign Email Templates
Click Edit
Create a new email template
Select the Custom tab
Click + Create Template
3. Enter a Template Name
4. Add an Email Subject
5. Select a Template Type
6. Select the Email Language
7. Edit the Email Body
8. Click Create
Tip: Create your templates in English first, then translate them to simplify template management.
Edit the email body
The email editor uses a rich-text interface, making it easy to design and format your emails.
You can:
Format text with bold, italic, and underline styles
Create lists using numbered or bulleted formatting
Adjust styling with different text sizes and colors
Insert links to external resources
Add images to support your message
Insert buttons for clear calls to action
Add personalization with merge tags
Merge tags automatically insert recipient-specific information into your emails.
For example, to display the recipient's first name:
Click Merge Tags
Select Invite
Choose First Name
The selected merge tag is automatically inserted into the email body and populated when the email is sent.
Important: Do not delete the “Start the assessment” button and Additional email content. You can delete everything else but that.
FAQs
Can I create multiple templates for the same email type?
Yes. You can create multiple templates and use them for different campaigns or audiences.
Can I add images and buttons to my emails?
Yes. The rich-text editor supports both images and buttons.
What are merge tags?
Merge tags are dynamic placeholders that automatically insert recipient information, such as their first name, when the email is sent.
Can I delete all content in an email template?
No. For assessment invitation templates, the Start the Assessment button and Additional Email Content section must remain in place.