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How to Create and Manage Email Templates

Article author
Learning Center Mekari
  • Updated

In the recruitment process, companies often need to provide updates or confirmations via email to candidates. Through Mekari Talenta Recruitment, you can independently create and customize email templates to align with company policies.

Important
This feature is accessible to users with the Ultimate Hire or Modular packages. If you wish to upgrade or subscribe to these packages, you can request a price quote through the Subscription menu. You can read the complete guide here.

Below are the steps to create and manage Email Templates through the Settings menu in Mekari Talenta Recruitment.

  1. Go to https://recruitment-new.talenta.co/ and enter the “Settings” menu.

  2. Select “Recruitment” then click Email templates.

  3. Then, if you want to create a new template, click “Create template”.

  4. You will be directed to the Create template page as shown below.

No. Button/Field Name Description
1. Template name Enter the name of the template (required).
2. Scenario Select one of the scenarios for this email content, such as Incoming for confirmation of application receipt, Outcome for various recruitment process final results, Assessment for scenarios related to evaluations or tests, and Interview for scenarios related to interview stages.
3. Email subject Enter the email subject that the recipient will receive (required). Use variable codes such as {job.job_position_name} so the title automatically fills according to real data.
4. Message Enter the email message text (required). Use variable codes such as {candidate.candidate_first_name} so the recipient's name or other details automatically fill.
5. Attachment Select the attachment file to upload in PDF, JPG, or PNG format with a maximum size of 4 MB per file (optional).
6. Preview Click this button to preview the email appearance before saving or publishing. Below is an example of the Preview display.

  1. Then, you can save the new template by clicking “Publish”.

  2. The Email template has been successfully created and you will be redirected back to the Email templates page. On this page, you can filter the list of templates as explained below.


     

No. Button/Column Name Description
1. Select scenario Click to filter the list based on the type of scenario.
2. Select status Click to filter the list based on the template status.
3. Search template name Type the template name as a search keyword.

  1. Click “Actions” to perform actions on a specific template.

    - Preview email: Choose this option to view a preview of the created email template. 
    - Edit: Choose this option to modify or update information in an existing email template. You cannot change the scenario. Additionally, changes will only apply to new candidates entering the scenario after the changes are made. 
    - Unpublished/Published: Choose this option to change the status of the email template, either to publish it for use (Published) or to deactivate it (Unpublished). 
    - Duplicate: Choose this option to create a new copy of an existing email template. 
    - Delete: Choose this option to delete the email template from the system. 

  2. Additionally, you can delete multiple templates at once by checking the names of the templates. Then, click “Delete”.

That concludes the guide on managing Email Template settings in Mekari Talenta Recruitment. Next, you can learn how to manage settings in other Recruitment Settings sections, such as Restricted candidates here.