ClayHR provides a robust Message Template functionality that allows you to create, manage, and utilize both pre-defined and custom emplates for seamless communication with candidates and employees. This feature helps maintain consistency in messaging and improves efficiency by reducing manual effort. The templates facilitate the use of support variables, which dynamically insert relevant information into messages, making communication more personalized and efficient. This article covers how to create and use templates effectively.

Steps to create Email Templates:

1. Go to the top right "Setup" Menu.
2. Scroll down and click on the "Forms, Workflows & Templates" link.

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3. Click on the “Message Templates” link.

4. Click on the “New Template”.

5. Design your template and save it.

Supported Variables in Message Templates

ClayHR allows you to insert support variables into message templates, which are automatically replaced with relevant data when the message is sent. These placeholders vary based on the selected template category.

1. Using Supported Variables

To view the available variables for a specific template, refer to the Supported Variables drop-down while creating or editing a template.

2. Custom Fields

Custom fields can also be used within templates using the format:

{{CF_customfieldcode}}

For example, if a custom field is labeled ESP, it can be referenced as {{CF_ESP}}.

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