Use Profile Field Tags in Email Templates

Let’s get started

Step 1: Log in to your agent dashboard and click More > Email Templates, as shown in the screenshot below.

Step 2: Scroll down and open the email template in which you want to insert profile fields as tags within the email body.

Step 3: Click Content to open the body of the email.

Step 4: Scroll down and click the Insert Profile Fields button to add the profile fields as tags.

Step 5: Click the box, as shown in the screenshot below, to open the dropdown.

Step 6: Select the tag field you want to add from the dropdown. For example, First Name (Candidate).

Step 7: Click the Submit button to proceed.

The selected Tag field will be added successfully in the email body.

Step 8: Scroll down and click the Update button to save the changes.

Use profile field tags to automatically insert information from candidate or client profiles into your email templates. By adding tags, you can personalize emails at scale and ensure the right details such as names, custom fields, or application responses are populated dynamically.