When emailing/texting a candidate (manually or via automated actions) you can choose to use any of the communication templates that your admin team has added to Workable.
Important: If a communication template includes a self-schedule link it will appear on the dropdown with available templates only if the sender has connected their calendar.
Click the envelope icon on a candidate's profile to start an email, then choose a template from the dropdown menu.
Click the texting icon on a candidate's profile to start a text message, then choose a template from the dropdown menu.
Text with a green background is placeholder text. You can add placeholder text by clicking the [+] button above the message box.
Switch templates easily by selecting a different one from the same dropdown menu. If you are using Language kits we will show at the top the templates that match the language of this job. You can fully edit the text after selecting a template, deleting or adding portions as needed.
If you are a Super or Recruiting admin you can save templates when using the message form to contact a candidate.
Note: Recruiting admins can save templates only for their assigned department(s)/location(s).
Just click Save template and select if you wish to replace the current template or save it as a new template.
Read more about managing communication templates as a Super Admin.