Email Ops

Create Email Templates in ATZ CRM

Create reusable email templates in ATZ CRM with module targeting, subjects, placeholders, formatted body content, and teammate sharing.

Quick Answer

To create an email template in ATZ CRM, go to Settings > Email Templates, click Create email Template, add a template name, choose the module, enter the subject, insert placeholders, write the email body, optionally share it with teammates, and click Create.

Email templates help teams send consistent, personalized communication to candidates, contacts, and automated workflows.

Quick Answer

Open Settings > Email Templates, click Create email Template, complete the template details, add placeholders and body content, then click Create.

Step 1: Open Email Templates

From the dashboard, open Settings and select Email Templates.

Email Templates settings in ATZ CRM

Step 2: Create a New Template

Click Create email Template.

Create email template button

Step 3: Complete Template Details

Fill in the template form:

  • Template name.
  • Module, such as automated email, contacts, or candidate.
  • Email subject.
  • Placeholders, such as first name, for personalization.
  • Email body content.
  • Formatting, such as bold, italic, bullets, and links.

Email template editor in ATZ CRM

Step 4: Create the Template

After reviewing the content, click Create.

Use Cases

Candidate Outreach

Use templates for sourcing, interview scheduling, profile updates, or offer follow-ups.

Client Communication

Create templates for candidate pitches, requisition follow-ups, and status updates.

Automation

Use automated templates in email triggers and sequence steps.

Troubleshooting

Placeholder Data Is Missing

Check whether the related CRM record has the field value needed by the placeholder.

Template Is Not Available in a Workflow

Confirm the template module matches the workflow, such as candidate, contact, or automated email.

Teammates Cannot Find the Template

Review sharing and visibility settings for the template.

FAQs

Can I format template text?

Yes. Use the editor to format text, add lists, and structure the message.

Should template names be descriptive?

Yes. Clear names make templates easier for teammates to find and reuse.

Can I update a template later?

Yes. Edit the template from Email Templates settings.

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

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