ATS v2: Admin: Specify Separate Interview, Interviewee Default Templates

System Default

If the interview-specific fields are not populated (either for InterviewerClosed or for Interviewee), the system takes the default template/folder from the existing generic default template/folder fields (Default Email TemplateClosed 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 InterviewClosed record type:

  • Default Interviewee Email Folder: Stores the APIClosed 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.

  • 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.

  • 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.