- Go to the top right “Setup” Menu
- Scroll down and click in the “Forms, Workflows & Templates” link
- Click on “Mail Templates” link
- Click on “New Email” Template
- Design your template and save
To use merge fields, use the following commands:
- Name: $name
- Assigned By (The person’s name who assign the form): $assignedBy
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Form name: $formName
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Form Description: $formDescription
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Company Name: $companyName
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Sender’s Name: $senderName
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Sender’s Email: $senderEmail
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User’s Position: $userPosition
- Start Date: $startDate
- End Date: $endDate
- User’s Department: $userDepartment
- 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:
- Name: $name
- Position: $recipientPosition [This may not be present, if candidate is not associated with a position]
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Company Name: $companyName
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Sender’s Name: $senderName [This is the name of the person who triggers the “send email” action]
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Sender’s Email: $senderEmail [This is the email of the person who triggers the “send email” action]