Recruit - confirming email and SMS templates are working as expected

If you think an email or SMS template might not be working, you can check to confirm this yourself in most cases:

Emails to candidates

• Click the Email candidate icon for a direct or internal candidate on the Candidates list page in the Backoffice
• Pick the template you want to check
• Click the preview button
• If there are any problems, such as incorrect merge fields, the preview will show this

Emails to agents about candidates

• Click the Email candidate icon for an agency candidate on the Candidates list page in the Backoffice
• Pick the template you want to check
• Click the preview button
• If there are any problems, such as incorrect merge fields, the preview will show this

Emails to users about candidates

• Select a candidate and choose the Forward by email option in the Bulk action list on the Candidates list page in the Backoffice
• Pick the template you want to check
• Click the preview button
• If there are any problems, such as incorrect merge fields, the preview will show this

Emails to agents about vacancies

• Click the Email agent icon for an agent who has already been invited to a vacancy from the Vacancies > Send to agencies page
• Pick the template you want to check
• Click the preview button
• If there are any problems, such as incorrect merge fields, the preview will show this

Emails to users about requisitions

• It is not currently possible to preview requisition emails, but Kallidus support may assist you with this if you want to check a requisition email

SMS to candidates or to agents about a candidate

• Select a candidate of the relevant type and choose the SMS option in the Bulk action list on the Candidates list page in the Backoffice
• Pick the template you want to check
• Click the preview button
• If there are any problems, such as incorrect merge fields, the preview will usually show this
• Some unsupported characters may be stripped out by the SMS sending process. To avoid this, don't paste content from MS Word. SMS content should be typed in directly. To test fully, you can send an SMS from the system to a test candidate with your own mobile number set on their profile.