# Email Templates

Email templates in JOIN are pre-written messages you can prepare once and reuse whenever you need them. They make it easier to send consistent, professional communication to candidates and save you from typing the same messages repeatedly. For example, you can create templates for application confirmations, interview invitations, rejections, or offer letters. This ensures your hiring team maintains a consistent tone, reduces errors, and speeds up the process.

With JOIN, you can create, edit, and manage email templates, then use them across the platform for one‑on‑one or automated communication. Templates help you save time, streamline workflows, keep your candidate communication clear, and stay aligned with your company’s brand voice.

***

### Using email templates

Templates can be used across JOIN in various scenarios:

* Sending individual emails from a candidate’s[^1] profile or from `Mailbox`
* Replying, forwarding, or replying all to existing email threads
* Sending bulk messages (e.g. mass rejections)
* Sending automated system emails (e.g. application confirmations, rejections)

{% hint style="info" %}
Templates are fully editable when inserted into one‑to‑one emails. For bulk rejections, auto‑reject emails, and application confirmations, templates must be used as‑is. Update them in `Settings` → `Email Templates` beforehand.
{% endhint %}

***

### Creating email templates

You can create templates for different communication types, including application confirmations, rejections, or general updates. Templates can be created in more than one language.

{% hint style="warning" %}
`System Admins` and `Standard` users can create, edit, duplicate, delete, and set templates as default. `Limited` users can only view and insert existing templates when composing emails. [Read more](/account-settings-and-billing/member-management.md)
{% endhint %}

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEdFjOFlkC1DEfDv3nGRh%2Fuploads%2FqbwMUISwRc0G8qsk9tlW%2FCreate%20a%20new%20template.mp4?alt=media&token=d424943e-5332-4a22-b328-a26edae5bc83>" %}

**Creating a new template**

1. Go to `Settings` in the left navigation menu
2. Click on `Email Templates` &#x20;
3. Click `+Add template` on the top-right
4. Fill in the required fields:

   * `Name`: an internal name to help you and your team identify the template
   * `Email type`: choose from Application Confirmation, Rejection, Consent Request, Assessment Invitation, Spontaneous Application confirmation, or General
   * `From`: choose between your [JOIN recruiter address](#user-content-fn-2)[^2] and your [company no-reply address](#user-content-fn-3)[^3]&#x20;
   * `Language`: choose the language version you're adding

   <figure><img src="/files/AZYXpYPpSZ0Ww5kiPmWp" alt=""><figcaption></figcaption></figure>

   * `Subject`: the subject line of this email template
   * `Body`: the content of the message&#x20;
5. (Optional) Select the checkbox `Use template by default for this type of email`&#x20;
6. Click `Save`

{% hint style="info" %}
You can add multiple language versions to a single template. Both the subject and body fields are required for each added language. The `Save changes` button will remain disabled if either field is empty.
{% endhint %}

{% hint style="warning" %}
You can’t remove a language version once it’s been added to a template. However, you can still update the subject and body text for that language at any time.
{% endhint %}

<figure><img src="/files/M1c8DUyYfdcNFFmd8rE8" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
For some email types, such as Application confirmations or Rejection confirmations, where no response from the candidate is expected, the `From` field is automatically set to your company’s no-reply address. In these cases, the sender address is fixed and cannot be changed.
{% endhint %}

<figure><img src="/files/PiCXhSpRS92DPvQN0zMh" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
When creating or editing interview scheduling templates, make sure to include the required placeholders for that template type (for example, booking links or interview details). These placeholders ensure the email contains all necessary interview information. You can use the placeholders menu in the editor to insert supported interview fields.
{% endhint %}

***

### Edit a template

1. Go to `Settings` > `Email Templates`.
2. Select the template you want to make changes to.
3. Update subject, body, or add new language versions.
4. Click `Save changes`.

{% hint style="warning" %}
You can’t change the template’s email type once it’s created. If you need a different type, we recommend duplicating the template and selecting a new type.
{% endhint %}

***

### Duplicate a template

Duplicating is useful when creating variations of a base message—for example, different types of rejection messages or separate confirmations for different departments in your company.

1. Go to `Settings` > `Email Templates`.
2. Open the template you want to copy.
3. Click the duplicate icon <i class="fa-copy">:copy:</i> at the bottom of the template window. This will immediate duplicate and open the template window of the copied version.
4. In the duplicated template, rename it or adjust the content as needed.
5. Click `Save changes` to create the template or press `Cancel` to cancel creating the template.

<figure><img src="/files/pkPIpHIVIN7Y8VsYpfOv" alt=""><figcaption></figcaption></figure>

***

### Delete a template

1. Go to `Settings` > `Email Templates`.
2. Open the template you want to remove.
3. Click the delete icon <i class="fa-trash-can">:trash-can:</i> at the bottom of the template window, then click `Delete` in the window the pops-up to confirm deletion.

{% hint style="warning" %}
Templates set as 'default' can’t be deleted. To delete a template that is currently set as the default, first assign a different template as the default.
{% endhint %}

If you delete a template that’s currently used in an active job, JOIN will automatically replace it with the default template for that email type.

***

### Using placeholders

Placeholders are dynamic variables that automatically personalise parts of your emails—for example, by inserting the candidate’s name, the job title, or your company name. You can add placeholders to both the subject line and body of your email template.

**To add a placeholder:**

1. In the template editor, place your cursor where you want to insert the variable
2. Click the {...} icon in the formatting toolbar or type `{`
3. This will open the menu with the available variables you can insert in that email. Choose the placeholder you want to insert. Some common placeholders include: Candidate details, Sender details, Company name etc.

<figure><img src="/files/WiTo78iifDSyqcrPr6lC" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
If you insert an invalid placeholder or one that isn’t available for the selected email type, you’ll see an error message when saving.
{% endhint %}

***

### Default email templates

JOIN provides a set of prebuilt default templates to cover the most common communication scenarios during your hiring process.&#x20;

{% hint style="info" %}
The default templates are ready-to-use, but you can edit them to match your tone or create completely new ones and set those as default instead.
{% endhint %}

The available default templates types include:

* **Application Confirmation**: sent automatically when a candidate applies to your online job.
* **Assessment Invitation**: sent automatically when you invite a candidate to complete a test or [assessment](/candidates-and-applications/assessments.md) from JOIN during the hiring process.
* **Consent Request**: sent automatically when you [request consent](/legal-and-data-privacy/candidate-consent.md) to process a candidate’s data.
* **General**: for templates that are not tied to an automated trigger. These can be used for any custom communication in your hiring process, such as sending a job offer, or sharing additional role details with a candidate.
* **Interview Invitation**: sent when an [interview is scheduled](/candidates-and-applications/interview-scheduling.md#schedule-interviews) or when a candidate is invited to book a time. This template must include a booking link placeholder[^4], so candidates can schedule their interview.
* **Interview Confirmation**: sent after the candidate successfully books an interview slot. This template must include the interview details placeholder, which inserts the confirmed date, time, and location.
* **Interview Cancellation**: sent when an interview is cancelled. This template must include the interview details placeholder, so candidates can clearly see which interview was cancelled.
* **Rejection Confirmation**: sent when a candidate is rejected (manual rejection or automatic rejection).
* **Spontaneous Application Confirmation**: sent automatically after a candidate sends a [spontaneous application](/candidates-and-applications/spontaneous-applications.md) via your career page.

<figure><img src="/files/M8kYbDaNO4GqDOrJbR7g" alt=""><figcaption></figcaption></figure>

The `Email Templates` tab shows a table that lists all templates set up in your account. You can filter, edit, or create templates based on any of these types. Each row shows:

* Title: internal name given to the template (e.g. “Screening Call Invite”)
* Type: the trigger or use case (e.g. Application confirmation, Rejection confirmation, Assessment invitation, Consent request, Spontaneous application confirmation, General)
* Default: a blue checkmark shows the default template for that type&#x20;
* Last updated: shows the last edit date for your template

***

### Setting a template as default

1. Go to `Email Templates`
2. Open the template you want to set as default
3. Select the checkbox <i class="fa-square-check">:square-check:</i> next to ‘Use template by default for this type of email’&#x20;
4. Click `Save changes`

<figure><img src="/files/Eg9jw7wzb2CyGjmfh8Al" alt=""><figcaption></figcaption></figure>

***

### Inserting an email template

Whenever you’re composing an email in JOIN — whether it’s a new email, a reply, or a forward — you can quickly insert a template.

1. Click `Compose email` and in the email composer, click the `Templates` icon at the bottom.

<figure><img src="/files/p8ovpPhY0kukip0XoVal" alt=""><figcaption></figcaption></figure>

2. A dropdown will open, showing all templates available for that email type.

> Example: If you are composing a rejection email, only templates with the type `Rejection confirmation` will be shown when you click the `Templates` icon.

3. Hover over a template name to preview its subject and body.
4. Click the desired template to insert it into your draft.

<figure><img src="/files/nAq7g6Ld5PKOrqxZlRmf" alt=""><figcaption></figcaption></figure>

5. Make any edits you like — in one-to-one emails, templates are fully editable.
6. Click `Send` when you are ready.

{% hint style="warning" %}
Templates can only be edited when inserted in one-to-one emails. For bulk actions, such as bulk rejection, or automated emails (such as application confirmations), templates are used as-is.
{% endhint %}

***

### Inserting a template during candidate rejection

You can also use templates when rejecting candidates. This works for both individual rejections and bulk rejections:

* **Individual rejections**: Open the candidate’s application and choose a rejection template. You can edit the content before sending.
* **Bulk rejections**: Select multiple candidates and apply a rejection template. In this case, the template is sent as-is and cannot be edited at the sending step.
* **Schedule rejection emails**: Instead of sending immediately, you can schedule rejection messages to be sent at a later time. This helps manage candidate communication more thoughtfully.

<figure><img src="/files/raBwnlrSSKzSrWwBGcl4" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
If you prefer not to notify candidates, simply click 'Reject without notification' in the pop-up.
{% endhint %}

For full details, read more about [candidate rejections](https://help.join.com/candidates-and-applications/candidate-messaging/pages/55d9ibI4EscjZkdMrYG5#id-1.-reject-with-a-template).

{% hint style="info" %}
Bulk rejection emails cannot be edited at the sending step. If you need to update the wording, edit the template in `Settings → Email Templates` before sending.
{% endhint %}

***

### Inserting a template during interview scheduling

Email templates are also automatically used during the interview process. JOIN sends different interview-related emails at key moments, and you can select, preview, or replace the templates used before sending.

During interview scheduling and management from the [interview modal](/candidates-and-applications/interview-scheduling.md#add-interview-details), JOIN uses the following template types:

* **Interview Invitation**: sent when you invite a candidate to book an interview
* **Interview Confirmation**: sent after the candidate confirms a time
* **Interview Reschedule**: sent when an interview is rescheduled
* **Interview Cancellation**: sent when an interview is cancelled

To edit or replace interview templates:

1. Go to `Settings` → `Email Templates`.
2. Look for templates with the type:
   * `Interview Invitation`
   * `Interview Confirmation`
   * `Interview Reschedule Confirmation`
   * `Interview Cancellation Confirmation`&#x20;
3. Open a template to edit it, or create a new one and set it as default for that type.

{% hint style="danger" %}
Interview email templates must include the required interview placeholders such as interview title, date, time, location, and booking link. If a required placeholder is missing, the template can’t be used.
{% endhint %}

[^1]:

[^2]: This is your recruiter-specific address generated by JOIN. It is useful for personalised communication such as interview invites, follow-ups, or offer letters.

    Format: `first.lastname@company.msg.join.com`

[^3]: Format: `no-reply@msg.join.com`

    This is no-reply email address provided for your company by JOIN. It is best used for one-way or automated communication, such as application confirmations or automatic rejection notices.

[^4]: Placeholders are dynamic variables that automatically personalise parts of your emails—for example, by inserting the candidate’s name, the job title, or interview details.\
    Click the {...} icon in the formatting toolbar or type `{` to see available placeholders.


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