📋 Using Templates in the Inbox
Accessing your saved responses is integrated directly into the message composer.
Open a Conversation: Select any candidate from your Inbox.
Access Library: Click the "Templates" button near the text input field.
Preview & Select: Hover over a template to see the full text. Click to insert it into your composer.
Polish & Send: Always review the text, add a specific detail if needed, and hit Send.
🧬 Personalization Variables
Variables automatically pull data from the candidate’s profile so you don't have to manually type names or copy-paste links.
Variable | Function | Result |
| Inserts the first name. | "Hi Sarah," |
| Inserts the last name. | "...dear Mr. Jones," |
| Inserts your meeting URL. | "Book here: cal.com/user" |
Warning: Ensure you use the exact syntax—including the curly braces { }—otherwise the system will not recognize the variable.
📂 Standard Template Categories
1. The Welcome (Connection Accepted)
Best used immediately after a candidate accepts your invite.
Focus: Appreciation and a brief mention of the role.
2. The Next Step (Interview Invite)
Standardize your "ask" for a meeting.
Focus: Using the
{schedulerLink}to reduce back-and-forth emails.
3. The Info-Dump (Role Details)
A pre-formatted list of responsibilities or perks for when a candidate asks, "Can you tell me more?"
Focus: Clarity and key selling points.
4. The Graceful Exit (Not Interested)
Keep the door open for future roles.
Focus: Professionalism and maintaining your employer brand.
💡 Best Practices
The "90/10" Rule: Use templates for 90% of the message, but spend 10 seconds adding one unique sentence about the candidate’s specific background.
Conversational Tone: Write templates exactly how you speak. Avoid overly formal language that sounds like an automated "no-reply" email.
Naming Conventions: Name your templates by their goal (e.g., "Java Dev - First Followup" or "Declined - Keep in touch") so you can find them instantly.
Audit Regularly: Every quarter, review your response rates. If a specific template isn't getting replies, rewrite it or try a different angle. If you're unsure what works, contact us. We're happy to share best practices!
