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⭕ Overview
The Email Templates feature in Vincere’s Client Portal allows you to:
Customize automated email content sent from your Client Portal.
Add branding elements like logos to match your company identity.
Use wildcards to automatically insert dynamic information.
⭕ Accessing Email Templates
To begin editing your Client Portal email templates:
Navigate to your Digital Dashboard.
In the left-hand panel, click on Email Templates or Email.
Select the Client tab to view relevant templates.
⭕ Adjusting Email Settings
Above your templates, you’ll find a few key settings:
Revert to Default: Check this box to reset all templates to the system’s default version.
⚠️ Important Note: The revert to default button will erase your email template adjustments and bring them back to the system default.
Email Header Image: Upload your company logo or another image to appear at the top of your emails.
👉 Don’t forget: Always click “Update” at the bottom-left of the screen to save your changes.
⭕ Editing Email Templates
Follow these steps to edit a specific email template:
Click on the template you want to edit.
Customize the subject line and content as needed.
Make changes to personalize the message for your clients.
You can start from the system default or create your own fully custom version.
⭕ Using Wildcards
Wildcards are placeholders that auto-fill with dynamic information (like client names or job titles) when the email is sent.
To use a wildcard: Copy and paste it into the Content area of the email template.
A list of available wildcards is shown at the bottom of the page.
Hi {ClientName}, your interview for {JobTitle} is scheduled.This will auto-fill with the correct client name and job title upon sending.
💡 Best Practices & Reminders
Always click “Update” after editing to save your changes.
Preview your email to ensure formatting and content look professional.
Use wildcards carefully to avoid missing or incorrect info in your emails.
Avoid using "Revert to Default" unless you're certain you want to reset all changes.
Happy Recruitment #TheVinnyWay🤩