Email templates and merge fields

Where to manage

Settings → Email Templates.

The templates list

The page shows a table with these columns:

• Visibility — public, private, or shared (icons: for private, for shared).
• Template Name.
• Subject.
• Type — the template's context (see below).
• Actions — Edit, View, Delete.

Top-right button: + New Template.

Template types (contexts)

Each template belongs to a specific context that controls where it surfaces. The available contexts:

• Share Resumes (resumeshare) — sending resumes to a colleague.
• Discover Share (discovershare) — sharing from the Discover view.
• Share with Vendor (sharewithvendor) — vendor-collaboration messages.
• Job Offer (joboffer) — used by the Send Job Offer action.
• Job Requisition (requisition) — job-related messages.
• Email (emailstab) — generic candidate emails.
• Consent Request (consent) — GDPR consent request emails.
• Interview Schedule — interview invites.
• GitHub Profile (githubProfile) — outreach to GitHub-sourced candidates.
• Customer (customer) — customer/client-facing messages.
• Contact (contact) — contact-management emails.
• Resume Pool (resumepool) — candidate-database emails.

The right context surfaces the template in the right place — e.g. Send Job Offer only shows templates with the Job Offer context.

Visibility

• Public — usable by anyone in your workspace.
• Private — only the creator can use it.
• Shared — explicitly shared with specific users.

Available merge placeholders

Use these in the subject or body — they get substituted at send time:

• Candidate: {{NAME}}, {{CANDIDATE_NAME}}, {{CANDIDATE_FIRST_NAME}}, {{CANDIDATE_LAST_NAME}}, {{CANDIDATE_EMAIL}}.
• Job: {{JOB_PROFILE}}, {{JOB_LOCATION}}, {{JOB_LINK}}, {{POSITION_SALARY_RANGE}}, {{EXPERIENCE_REQUIRED}}.
• Company / sender: {{COMPANY_NAME}}, {{EMAIL_SIGNATURE}}.
• Scheduling: {{MEETING_SCHEDULING_LINK}}.
• Context-specific: {{LATEST_EVENT_DETAILS}}, {{LANGUAGE_SKILLS}}, {{GITHUB_PROJECTS}}.

Creating a template

1. Click + New Template.
2. Pick the type (context) — this controls where it'll appear in the product.
3. Set visibility (public / private / shared).
4. Write the subject and body using the rich-text editor.
5. Insert merge placeholders where needed.
6. Save.

Recommended starter set

• Application received (Email).
• Phone screen invite (Interview Schedule).
• Take-home assignment (Email).
• Onsite invite (Interview Schedule).
• Job offer cover (Job Offer).
• Rejection — early stage (Email).
• Rejection — late stage (Email).
• Talent pool re-engagement (Resume Pool).
• GDPR consent request (Consent Request).

Tips

• Always include {{EMAIL_SIGNATURE}} at the end so the user's signature renders.
• Test merge fields with a real candidate before launching a new template — empty placeholders look terrible in the wild.
• Keep template names short and descriptive — they appear in dropdown pickers.