Creating email templates

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Available for User roles Super Admin, Admin, Team Member, Limited Team Member
Limited Team Members cannot create or modify team templates
Packages All packages

 

This article depicts an updated version of Lever's email editor, which includes rich text formatting and the ability to write emails using HTML. The updated email editor is part of the Winter 2023 Product Release, scheduled for progressive rollout starting in mid-February 2023. For more information on the Winter 2023 release, keep an eye on our Product Release Notes.

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. Readers of this article will learn about:

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' 

email templates page with arrows pointing to new buttons next to my templates and team templates

  • In the template editor, give the template a title under which it will appear in the template menu

 

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.

Lever email template editor showing email template

The template editor provides standard and HTML formatting options, along with the ability to embed auto-text tokens and 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 and auto-text tokens

 

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!”).

Use the buttons on the left side of the editor to duplicate, reset, or delete the template. You have the option add default cc and bcc recipients as well as a default delay. 

Lever email template editor with editing buttons outlined and arrows pointing to cc field and no delay button

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.

Lever email template editor with from dropdown menu and 'send for' option highlighted

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.

Email window opened with arrows pointing to template dropdown button and 'edit templates' selected from list

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.

Lever email window opened showing loaded email template with personalized details

Creating Nurture 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 setting up email campaigns, refer to our help article on Nurture campaigns.

Lever nurture email editor

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