Formatting emails in Lever

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Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Permissions • Manage profiles and view associated postings
Packages Lever Basic, LeverTRM, LeverTRM for Enterprise

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. Lever's email formatting allows you to customize your emails for effective candidate communication. For more details on formatting emails, visit our help articles on using auto-text tokens in emails and creating and using Easy Book links. Rich text formatting is also available for email templates. Learn more in our help article on creating email templates.


Formatting emails

Whether you are inquiring about availability for an initial phone screen or confirming an on-site interview, use rich text formatting to enhance your emails to candidates. 

  • Generate an email either from the email composer in the pipeline or by clicking the mail icon in a candidate's profile

Candidate profile with arrow pointing to email icon

The rich text formatting bar can be found above the email body composition field. The formatting options that are available are:

  • Heading
  • Bold
  • Italicize
  • Strikethrough
  • Underline
  • Hyperlink
  • Image and gif insert
  • HTML editor
  • Alignment
  • Numbered list
  • Bullet list
  • Indent
  • Strikethrough
  • Clear formatting

You can also add attachments, auto-text placeholders, and Easy Book links.

Email editor with attachments bar and formatting bar outlined

You can change text colour of your email body by selecting from the dropdown colour options in the toolbar or choosing a specific colour by clicking  the palette icon in the Color Picker and inputting an RGB/Hex code.

Lever email dropdown colour options.

Lever email Colour Picker editor.

 

Note that you have the ability to upload images and gifs by clicking the image icon in the toolbar or by dragging and dropping the file into the editor. 

GIF showing lever email with animated gif and logo.

Formatting emails with HTML

Lever enables you to format regular emails as well as email templates, Nurture campaign email templates, and emails sent using automation workflows.

Click the <> button on the toolbar to open the source code editor.

Screenshot 2024-04-04 at 9.41.46 AM.png

You can then edit or input your desired HTML code.

Screenshot 2024-04-04 at 9.41.58 AM.png

Any errors in the HTML will turn red.

Screenshot 2024-04-04 at 9.47.00 AM.png

For support in writing or troubleshooting the HTML, we recommend speaking with a developer on your team that can assist with custom code.

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