E-mail template

Definition of an e-mail template

An e-mail template is a template for e-mails stored in the CRM. This template is automatically filled and sent when users perform certain actions. An e-mail is therefore automatically triggered if, for example, a user has made a member request for a community. The template has a customised design according to your wishes and is automatically filled with the relevant information - e.g. name, event name, time of the event, etc. - and sent depending on the action.

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E-Mail template

Editing an e-mail template

Now we will show you how to edit an email template

 

1. Open Category "E-Mail Templates"

To edit this, you must select the arrow to the right of "iTalent" and then click on the option "Email (Templates)" under "Settings".

 

2. Overview of all E-Mail tempaltes

All existing e-mail templates appear in the following overview

There are different language versions of the same template - e.g. German and English, if your career platform is available in these two languages.

 

 

3. Search for a template

Using the search function, you can search for a specific template or the list can be scrolled through manually

 

 

4. Edit a Template

When changing a template, you have to adapt each individual language version of a template separately.

To customise a template, you must select it by clicking on its name.

A new view opens in which all details can be seen. You should not change the fields "Alias", "Configuration" and "Language", as these contain standardised information.

You can change the "Subject" field as you wish. To edit the content or design of the email itself, the "Maximise" button can be selected, which enlarges the field. Now the text of the e-mail can be adapted directly, but adapting the design is relatively difficult because it is created externally and then imported. The template could also be edited via the "Quellcode" (Source code) field, as the source code of the template then appears, via which the text and, with certain restrictions, the design (e.g. changing the colour is possible) can also be adjusted.

However, for major adjustments to the design, it is worth contacting the Talentwerk team. Click on the button below to contact us.

Contact the Talentwerk Team