Create a Messaging Template

Create and customize messaging templates for faster and more consistent communication.

Text Message Templates: Save time by building text templates for messages you frequently send to recruits. With customizable templates, you can maintain consistency in your communication while speeding up the process.

• To create and manage text templates, go to Draft New Message from the Home Page.
• Select Apply Template in the message drafting space. From here you can edit an existing template from the pencil icon or build a new template with the +  icon. 
• To delete a template, click the pencil icon, and then the trash can icon to delete. 
• To personalize a template, use the variables First Name, Last Name, and Preferred Name. This will input and personalize these values for each recruit in your message. If you select Preferred Name and a recruit does not have this field populated, it will default to using First Name instead.

Email Templates: Save time by building email templates for messages you frequently send to recruits. With customizable templates, you can maintain consistency in your communication while speeding up the process.

• To create and manage email templates, go to Messages > Templates in the navigation sidebar.
• Select Create New Template to build from scratch
  • To personalize a template, use the variables First Name, Last Name, and Preferred Name. This will input and personalize these values for each recruit in your message. If you select Preferred Name and a recruit does not have this field populated, it will default to using First Name instead.
  • Add images to your template to make it pop
  • Name your template and save the changes
• Select Edit Template to manage an existing template
• Select the Trash icon to delete a template
• Select Draft Message to use the selected template to email recruits