Setting up your templates

Please note that the template page now also includes the scheduling settings. For more info on that functionality see Changing your outreach schedule.

Before you start reaching out, you want to make sure that your templates are all set up. You are ultimately the best person to really convey what's great about your company and the position you're trying to hire for. More on that here, but for now, let's look at how to edit and save templates.

The template page

To get to your templates, click on "Email Templates" located in the settings menu on the bottom left corner of the screen:

Following this link will bring you to the actual template page:

Let's make sure everything is as it should be.

If you're running more than one search with us, you can pick the campaign you want to work on using the dropdown at the top of the screen.

Setting the sender information

By default the sender will be set to the owner of the search, but if you have multiple people added to the search (which you can change through the outreach settings page) you can make any one of them the sender. You can also use this section to add CCs or BCCs, and to edit your subject.

We always recommend writing your subject out in full so you have full control over what it says (rather than relying on the variables)

Editing the templates

With Fetcher campaigns you can send up to six touchpoints, if you like. Typically, the default of three touchpoints are sent. The first as your introduction, the second a follow-up, and the third as a final check-in. Use the editors on Email Templates page to tweak these.

Variables

We have a number of variables available to make your life easier and help personalize your emails (full list) which you can insert using the "Variable" dropdown.

These also work in the Subject field

Preview

To see the result of your hard work, click on "Preview" just below the message on the left-hand side. You can also send yourself the email to see how the candidates will receive it.

Saving your work

When you're happy with how everything looks, click on the "Save Changes" button at the top.


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