Email Templates & Merge Fields

1. Go to the top right “Setup” Menu.
2. Scroll down and click on the “Forms, Workflows & Templates” link.
3. Open the templates from the left panel.
4. Click on the “Message Templates” link.
5. Click on the “New Template”.
6. Design your template and save it.

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

For sending an email to the candidate, here are the  3 relevant fields:

1. Name: {{name}}
2. Company Name: {{companyName}}
3. Sender’s Name: {{senderName}}  [This is the name of the person who triggers the “send email” action]

Please watch the tutorial video on
“How to Create an Email Templates?”