The following video is from a previous interface but the information is still accurate.
1. From the top navigation, select More ā Templates.
2. Select Email Templates.
3. Select an Email to customize or select Add Template.
4. On the right side of the screen view the selections:
Mail Icon: To send this email (most often used to test an email.)
Pencil Icon: To customize this template.
Trash Bin: To delete.
Downward Arrow: To Download.
5. Each template allows every control to be customized and adjusted including:
Trigger
Locations of clients and candidates
Types
Language
Who receives the Reply
And many more!
6. Below is a list of universal tags for emails.
Use [[id]] for user id.
Use [[hash_id]] for user hash id.
This is an encrypted id for security purposes in any public facing links.
Use [[fname]] for first name.
Use [[my_candidates_shareable_link]] for shareable link for "My Candidates" section.
Use [[scheduling_link]] for scheduling link.
Use [[public_payment_link]] for user's public payment link.
Now It's Your Turn.
Create a new email template. Click Save. Then go back in and adjust the settings.
Certain Settings are unlocked depending on the type of email and trigger selected.
If you have created a test profile with your own email address, you can see how the status change email notification is when it is send.