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How to add and use event templates
How to add and use event templates

Add event templates to simply use when creating new events.

Jennifer avatar
Written by Jennifer
Updated over a week ago

Event templates help you and your team easily structure and streamline your hiring. Any team member can access these templates to create events.

Adding event templates

  1. Click your profile in the top left corner and click 'Settings'.

  2. Click 'Event templates', displayed under 'Candidates'.

  3. There are three default event templates created for you: Introduction call, First interview and Second interview.

  4. Click 'Add new template' to add a new template.

  5. Fill in the template name and any other information, and click 'Save changes'.

    How to change or delete a template

    You can edit a template by clicking on the pencil icon. You can adjust the template name, event title, duration, location and description of an existing template.

    To delete a template, you can click the small 'x' next to the template.

    Understanding what placeholders are

    You can personalize your event templates by adding placeholders to your templates. For example, you can greet each applicant by his or her first name. When you use the following placeholders in your email templates, event templates or confirmation email, we'll automatically add in the relevant information for you:

  • [first_name] : the first name of the applicant

  • [last_name] : the last name of the applicant

  • [company_name] : the name of your company

  • [sender_name] : the first name and the last name of the person sending the message

  • [job_title] : the title of the job opening.

Using event templates

By making use of event templates, you can save time communicating with candidates:

  1. In a candidate's profile, under 'Hiring stages', click on the stage where you want the event to be scheduled. This will take you to the dedicated page for that specific hiring stage.

  2. Click '+ Add event' in the top-left, which will open up the event composer.

  3. Click 'Insert template', right from the Event title field.

  4. The Event title, Duration, Location and Description will automatically be added. You can change these if you wish.

  5. Set the time and date of the event.

  6. Optionally, you can invite additional team members.

  7. Click 'Next' to preview the invite. You'll see that attendees have the option to RSVP, they can either accept or decline the invite. Check out the article RSVP for events to learn more about the RSVP feature.

  8. Next, click 'Send' to send the invite. The event will show up on your Homepage and in the candidate's profile.

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