Templates

How to receive Admin Email notifications based on how Clients or Candidates answer a question on their application

Do you have questions on your Client Registration or Candidate Application that you'd like to be notified about depending on how they're answered? This feature can help!

In this example, the agency includes a question in the Candidate Application that lets applicants select "I want to hear more!"  When this email setting is turned on, the agency will get a separate notification every time a candidate selects that option, making it easy to follow up and share more information with interested candidates.

  1. Navigate to More → Global Settings → Email Templates.Screenshot 2025-09-04 at 9.20.00 AM
  2. Click Add Template.
    Screenshot 2025-09-04 at 9.41.48 AM
  3. Fill in the basic details:

    • Give your email template a name.

    • For Type, choose Admin.

    • Set the Trigger (in this example, we're using the Status Change Trigger).

    • Pick the Audience you want to receive the email.

    • Choose the Status that will trigger the email.

    In this example, when someone finishes their application, their status changes to Applied. That’s when the agency wants to be notified if the candidate selected "I want to hear more!"Screenshot 2025-09-04 at 9.31.17 AM
  4. Select Next: Sender & Recipients. 
  5. Expand the menu for Control who receives this email. Screenshot 2025-09-04 at 9.32.08 AM
  6. Select Add Matching Condition. Screenshot 2025-09-04 at 9.44.29 AM
  7. In the pop-up, find the question from your application (i.e., “Would you like to hear more?”) and click Submit. 
    Screenshot 2025-09-04 at 9.33.47 AM
  8. Choose the answer that should trigger the email—here, that’s "I want to hear more!"  Select Next: Content to build the rest of your email. Screenshot 2025-09-04 at 9.34.39 AM
  9. Enter the email subject, body, and click Create to save your work. Screenshot 2025-09-04 at 9.37.21 AM