Use email templates with custom stages

Tutorial: How to Use Email Templates with Custom Stages

In this tutorial, we will guide you through the process of setting up automated email templates on custom stages. This feature allows you to streamline your communication process and save time. The video is presented by Hirevire on their YouTube channel.

Step 1: Log in to Your Account

• Go to the Hirevire platform and log in to your account using your credentials.

Step 2: Access Custom Stages

• Once you are logged in, navigate to the custom stages section where you can create and manage different stages in your workflow.

Step 3: Create a New Custom Stage

• Click on the option to create a new custom stage. Give it a name that reflects the stage's purpose or status in your workflow.

Step 4: Set Up Email Templates

• Within the custom stage settings, look for the option to set up email templates. Click on it to access the email template editor.

Step 5: Customize Your Email Template

• Customize the email template by adding relevant content, such as subject lines, body text, and any necessary attachments. Make sure the template is tailored to the specific stage in your workflow.

Step 6: Save Your Email Template

• Once you are satisfied with the email template, save your changes to ensure they are applied to the custom stage.

Step 7: Test Your Email Template

• Before using the email template in your workflow, send a test email to yourself or a colleague to check for any errors or formatting issues.

Step 8: Apply the Email Template to the Custom Stage

• Assign the email template to the custom stage you created earlier. This will ensure that the template is automatically sent out when a candidate reaches that stage in your workflow.

Step 9: Monitor and Adjust

• Monitor the effectiveness of your email templates and make adjustments as needed to improve engagement and communication with candidates.

By following these steps, you can effectively use email templates with custom stages to streamline your communication process and enhance your workflow efficiency.