How do I create email campaign templates?

About Email Templates

Email templates are pre-prepared emails that you can easily use in your email campaigns for candidates.


To create your own, follow these steps:

  1. Click "Templates" on the top navigation bar of your roles dashboard.

  1. Click "New Template +" on the upper right of the top navigation bar.

  1. Edit the new template that appears. Add the information such as Template Name, Subject Line, and Message. You can try the formatting features, too!

  1. Review your email after editing by going to the Preview section to check if the format is correct.

  1. From the Compose view, send a test email to your verified HootRecruit email by clicking on the "Send Test" button at the bottom left of the screen.

  1. Check the final format in your mailbox.

  1. If everything is correct, click "Save email" in the upper right corner of the page. Your template is ready and can be easily accessed when you create a new campaign!

You can create multiple templates that can easily be used when setting up future campaigns for your roles.

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