: Admin: Specify Separate Interview, Interviewee Default Templates
System Default
If the interview-specific fields are not populated (either for Interviewer or for Interviewee), the system takes the default template/folder from the existing generic default template/folder fields (Default Email Template
and Default Email Folder.
Assigned Default
To specify the default template/folder for Interviewer/Interviewee of interview you can populate the below new fields on Email Page Type record with Interview record type:
-
Default Interviewee Email Folder: Stores the API
name of the email template folder that will be pre-selected in the Email Editor for an Interviewee for the current Email Page Type record.
-
Default Interviewee Email Template: Stores the identifier of the email template that will be pre-selected in the Email Editor for an Interviewee for the current Email Page Type record. The following 3 types are supported: Classic Salesforce Email Template Developer Name, or External Id/Campaign Unique Name(SFMC Integration only).
If you fill in both the Interviewee template and folder fields, the folder the specified default template belongs will be used as the default, and the default email folder you specified will be ignored.
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Default Interviewer Email Folder: Stores the API name of the email template folder that will be pre-selected in the Email Editor for an Interviewer for the current Email Page Type record.
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Default Interviewer Email Template: Stores the identifier of the email template that will be pre-selected in the Email Editor for an Interviewer for the current Email Page Type record. The following 3 types are supported: Classic Salesforce Email Template Developer Name, or External Id/Campaign Unique Name(SFMC Integration only).
If you fill in both the Interviewer template and folder fields, the folder the specified default template belongs will be used as the default, and the default email folder you specified will be ignored.
Next Steps
If your templates are not loading, see ATS v2: Separate Interview, Interviewee Templates Not Loading.