Email Templates & Merge Fields

1. Go to the top right “Setup” Menu
2. Scroll down and click in the “Forms, Workflows & Templates” link
3. Click on “Mail Templates” link
4. Click on “New Email” Template
5. Design your template and save

To use merge fields, use the following commands:

1. Name: $name
2. Assigned  By (The person’s name who assign the form): $assignedBy

3. Form name: $formName

4. Form Description: $formDescription

5. Company Name: $companyName

6. Sender’s Name: $senderName

7. Sender’s Email: $senderEmail

8. User’s Position: $userPosition

9. Start Date: $startDate
10. End Date: $endDate
11. User’s Department: $userDepartment
12. Redirect link (A link will be added based on the module) = $here

For sending an email to the candidate, here are the 5 fields that are relevant:

1. Name: $name
2. Position: $recipientPosition  [This may not be present, if candidate is not associated with a position]

3. Company Name: $companyName

4. Sender’s Name: $senderName [This is the name of the person who triggers the “send email” action]

5. Sender’s Email: $senderEmail [This is the email of the person who triggers the “send email” action]