Having a preset email template in Sense CRM saves you a lot of time in drafting emails repeatedly. 

Sense CRM allows you to have templates for various scenarios in the recruitment process. Email template types act as a folder for specific kinds of email templates. You can add one or more email templates within an email template type and select the required one while performing particular actions. 

Adding an Email Template

To add a new email template:

1. Navigate to Configurations > CRM Settings > General Configuration > Email Template.
2. Click on New Template.
3. In the pop-up window, specify the Template name, choose a template Type, and upload the template.
4. Click Create.
5. Upon creation, the new template will be listed in Email Templates.

Editing and Managing Email Templates

To update an existing email template:

1. Navigate to Configurations > CRM Settings > General Configuration > Email Template.
2. Click on the required template name from the list provided.
3. From the template's details page, click on Edit.
4. From this screen, you can change the Subject, Body of the email, or Attachment.
5. Click on Update to save the changes.

Template types

Sense CRM provides the following system-generated email template types to choose from, and new types are added as the product is enhanced. These template types are generally named according to the action or step they are used for.

General Mail

The General Mail template serves as the default email template for sending general notifications or updates from the Candidate page.

Acknowledge candidate for applying for a job, applying for a job via referral, applying for a job via agency, and joining a talent pool:

The template acknowledges candidates after they have applied for a job, via referral, via agency, via IJP, or joined via the talent pool. 

To automate this process, you can configure email automation under Settings > Email Automation.

From the three-dot menu, click Edit, enable the toggle, and then click Create to set up the automation.

Invite to apply via Chatbot

You can use this template to invite candidates to apply through a chatbot.

Invite candidate for Chatbot screening

This template is used to invite candidates for Chatbot screening. 

To set up this automation, navigate to Jobs > click on the desired job > Source Candidates > Chatbot Screening.

Inform About Rejected Form

This template is used to generate an email to inform candidates that the submitted form has been rejected.

Interview Confirmation

This template is used to notify and confirm interview details with candidates. The template appears while scheduling the interview.

Rejection email to candidate

This template is used to notify candidates about rejection from a job.

You can automate this by configuring the template under the three-dot menu, clicking Edit, enable the toggle, and then click Create.

Inform candidate when the applied job has been closed/canceled

This template is used to inform candidates when a job is closed or canceled. If there are candidates in the job, a pop-up appears when you close the job.

Rollout Offer Letter

This template is used to send offer letters. When you send an offer to the candidate, this template will appear in the send offer letter pop-up.

Rollout Offer Letter via DocuSign

This template is used to send offer letters via DocuSign.

Revoke Offer Letter

When an offer is revoked, an email is sent to the candidate in which this template is used.

Acknowledgement for Offer Acceptance

This template is used to acknowledge candidates for accepting an offer. When the candidate accepts an offer, an acknowledgment mail triggers.

Acknowledgement for Offer Rejection

This template is used to acknowledge candidates who reject an offer. When a candidate rejects an offer, an acknowledgment mail is triggered.

Onboarding Candidate Mail

This template appears while configuring an onboarding plan for candidates.

Sense Meeting Candidate Invite Mail

This template appears when you schedule an interview by sending the availability meeting link to the candidates.

Offer Expired Mail

This template is used to generate an email that is triggered when an offer expires before it is accepted.