| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member Limited Team Members cannot create or modify team templates |
| Permissions | • (Email templates) Manage email templates • (Nurture templates) Manage nurture templates |
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| Packages | Lever Basic, LeverTRM, LeverTRM for Enterprise Advanced Nurture add-on required for shared email templates |
When it comes to communicating with candidates via email, it is important to balance a personalized tone with the ability to send out consistent emails at scale. Email templates allow you to strike that balance, with structured content that you and your team can tailor by incorporating specific details about the candidate and the role for which they are applying. There are two types of templates that you can create in your Lever environment; standard templates that you can use for regular day-to-day outreach and Nurture templates that you can use for multi-touch bulk email campaigns. For information on setting up email campaigns, refer to our help article on Nurture campaigns.
Creating standard email templates
Standard email templates can be personal to your account or shared with your team. Users with Team Member access and above can create and manage both personal and team templates.
- Navigate to Settings > Email templates
- Click + New next to 'My templates' or 'Team templates'
- In the template editor, give the template a title under which it will appear in the template menu
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When creating team templates, be sure to title your templates in such a way that your colleagues will easily be able to tell the type of outreach for which the template is meant to be used (e.g. 'Reject - after phone screen'). |
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Due to Gmail’s 'Conversation View' — where emails with the same subject line get grouped together into one thread — we recommend using the {{candidate first name}} auto-text token in the subject line (e.g. 'Jane, you’re invited to interview with Lever!'). |
The template editor provides standard rich text and HTML formatting options. Click the ellipses (⋯) button for additional rich text formatting options. Click the <> button to open the source code editor. For full information refer to our help article on formatting emails in Lever.
You also have the ability to embed auto-text tokens or 'placeholders' as well as Easy Book links. Auto-text tokens and Easy Book links are denoted with double braces that get replaced with the unique information when the template is inserted into the email composer. Note that Easy Book links can only be used in personal templates, not team templates, since each Easy Book link is unique to a user's account. For more information on using auto-text tokens, refer to our help article on using placeholders in emails.
Use the buttons on the left side of the editor to duplicate, reset, or delete the template. You have the option to add default cc and bcc recipients as well as a default delay.
Once you save your template, it will appear in the template menu of the email composer. You can configure the sender field, even building a 'Send For' into the template for any users you have permissions to send emails on behalf of. Note, if you are configuring a team template to be spent using a 'Send For' permission, only users with the necessary 'Send For' permission will be able to use it. To learn more, refer to our help article on 'Send For' permissions.
Using email templates
- When composing an email, click the Template button at the top right of the editor
- Choose a template from the dropdown list of email templates
You can also navigate to the templates editing page by clicking Edit templates.
The email template will populate in the email composer, with any auto-text tokens reflecting personalized details such as the candidate's name and the posting with which their opportunity is associated.
Creating Nurture email templates
Lever's Nurture functionality allows you to send email campaigns with multiple touchpoints to passive candidates in your pipeline. Emails in Nurture campaigns can be tailored to the recipient with templates that include a mix of auto-text tokens and dynamic placeholders.
- Navigate to Settings > Nurture Templates
- Click into a template you wish to edit or click the New button to create a new template
The email editor for Nurture templates has the same editing options as regular email and email templates in Lever, including rich text and HTML formatting, attachments, and placeholders. For information on formatting, refer to our help article on formatting emails in Lever. For information on setting up email campaigns, refer to our help article on Nurture campaigns.