To create your custom email template, navigate to the Settings Gear and select "Templates."

Select the "Email Template" tab.

Select "+ Add Template"

From here, you can customize your email template.

Template Name: This is internal for you

Select Folder: Create folders to keep your templates organized

Email Subject: Customize the email subject line

*TIP*: Be sure to Insert Variable for things like Candidate Name, Position, or Assessment Link so that the system can auto-fill these sections for you, making it easier to use the same template when communicating with other candidates and eliminating the need for additional edits.

Once you have finished creating your email template, select "Save Template."

To edit/delete an email template, locate the template within your "Email Templates".

To edit, select the pencil icon.

To delete, select the trash can icon.

To email a candidate, the first thing you want to do is click on their name to pull up their individual personality results and contact info/resume from the Candidates list.

When you have their results up, you will see a button that says "email candidate" on the right-hand side of the screen.

Once you click that button, this screen below will pop up.

Along the left-hand side, you will see a variety of system templates, followed by the customized templates you have created.

Once you have selected the template you wish to use and made any final edits, you can choose when you want to send this email.

If you want it sent immediately, you will click "send email" and it will be sent. However, if you want it time delayed, you can choose options from the drop-down down including having the email sent 24 hours later.

Emails sent from your IdealTraits account are logged in the Comments & Activity tab of a candidate's profile.

If you have any additional questions regarding this article please feel free to reach out, we are here to help.

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