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Managing Email Message Templates
Overview
Message templates make sending common messages easier. You can take email templates a step further by using personalization tags (merge fields) which are special codes inserted in place of where record and field-specific information should appear. When recipients view the message, all personalization tags are automatically replaced with information pulled from their record.
This article will cover:
- Message Templates that have a visibility setting of Public can be edited and deleted by any user in your company.
- The receipt you receive will be different from the message you send out of Bullhorn.
- Your recipients will receive the message from your primary email address and any personalization tags will be replaced with the desired information.
- Your receipt will arrive to you from your bullhornstaffing.com alias and will show the tags as they were input.
Adding Message Templates
To use a message template, see Sending a Mass Mailing.
Open the Compose Message screen.
Select Message Templates and choose New.
Fill your email template out as desired. See Composing a Message for additional information.
- Owner: Auto populates with your name
- Template Name: Give your template a name
- Visibility: Select Private to make your template visible only to you
- Message Text: View below for a list of available personalize codes
- Attachments: You are able to attach files that are up to 10240 KB in size
Select Save when you're finished creating your template.
You'll now be back on the Compose Message screen where you can select your template.
Editing and Deleting Message Templates
- Open the Compose Message screen.
- Select Message Templates and choose Organize.
- Select the name of the desired message template.
On the Edit Email Template screen, you are able to
- Edit the selected email template
- Delete the selected email template using
Personalization Tags / Merge Fields
The personalization tag drop down is not available in the message template creation screen, so if you'd like to use personalization tags use the compose a message screen to create your template and then copy and paste it into the message template body after.
Alternately, you may manually type in the personalization tags if you ensure you format the codes exactly as they appear below. If you do not, the recipients will see the code and not their personal information.
Field Value | Tag | Description |
|---|---|---|
| Full Name | $name$ | Recipient's first and last name. |
| First Name | $first name$ | Recipient's first name. |
| Last Name | $last name$ | Recipient's last name or surname. |
| Nickname | $nickname$ | Recipient's nickname. If no nickname exists, the first name will display. |
| Salutation | $salutation$ | Recipient's title, as entered in the namePrefix field. This field may be hidden in Field Mappings. |
| Name Suffix | $name suffix$ | Recipient's suffix after their name. |
| Middle Name | $middle name$ | Recipient's middle name. |
| Job Title | $title$ | Recipient's job title. |
| Company | $company$ | Name of the company the recipient works for. |
| Address | $address$ | Primary address of the recipient. |
| City | $city$ | City where the recipient lives. |
| State | $state$ | State where the recipient lives. |
| Zip Code | $zip$ | Zip code where the recipient lives. |