Email Templates

Where to find & how to configure your email templates

Ginny avatar
Written by Ginny
Updated over a week ago

Email templates are a great way to save time. They are pre-written and automatically generated when you take certain actions inside Vincere.

NOTE: Vincere will never send an email before asking you whether you want to or not, and you can always edit the template before you hit send.

Click on the link ⏬ to skip to the section you're interested in:

1. Where to find email templates and how are they categorized

Go to Settings >Email Templates (Whether you will see this will depend on your User Permissions)

On the left-hand side, you will see that the templates are broken down into clear categories. You can also search through the email templates to assist you in finding the templates you are looking for.

You can also arrange the names of the template in their respective email template sections:

2. How to know which template corresponds to which action

When you perform an action in Vincere that results in an email being sent, you will see the email template popup. Simply click the "Choose email template" button

You will then see the corresponding email template number - you now know which template needs to be configured for that particular action.

3. How to configure the templates

Once you know which template you want to configure, either edit an existing template or just hit the blue add (+) button to add a new template. Create a name for your template and click Save.

You can then create your template similarly to how you use Word - changing fonts, size, colour etc to match your branding.

You can create multiple templates for consultants to choose between based on branding, or to have multiple options - just repeat the process and name the templates accordingly.

To set the template as default, just press the star next to the one you would like to be default if you users do not select a different one.

4. Wildcards

These are placeholders which automatically populate information from fields you have already completed in Vincere, for example Candidate Name, to save you from typing it out manually. You can find them on the right hand side, and they vary slightly depending on which template you are configuring. You can also run a search through the Wildcards.

To use a wildcard, just click on it - please note you cannot create your own wildcard, you can only use the ones available in the list.

5. Images & Links

When you add in images and hyperlinks to your templates, please ensure to add them using the toolbox option - this will ensure they format correctly.

6. Languages:

Finally, it’s important to be aware that the different system language options you have inside Vincere can all have different email templates for the same email – you can see which language you’re editing an email template for in the top right corner of the email template page.

Note: Some templates will be in English default, you would need to update the template for the language you want to use to make sure the contents are in your selected language.

If your users have Vincere set to different languages, you will need to ensure you configure the templates in the relevant languages so that they can see the templates.

If you would like to send a template that you created under a different language, as a user, you would need to select the language in the user settings dropdown before sending the email.

Please note that for Automated emails, it will always send the English email template by default.

Awesome, right! 📨#TheVincereWay

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