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Templates & Communication
Create, update, and manage email, SMS, documents to be digitally signed, and note templates
- Use Shift Job Detail Tags in Email Templates
- Add Cancellation Reason Tag to Agency Emails
- Generate Fillable Fields with Al
- Send/Manage Weekly Job Calendar
- Create an SMS Template for Gift Card Code Delivery
- Send Email Blasts to a Specific Status
- Preview Document Templates While Editing
- Add Placement Job Tags to Status Change Templates
- Use Profile Field Tags in Email Templates
- View and Manage SMS
- Add A Signable Field And Place For Signatures To A Document
- How to send images and attachments through SMS
- How to send email blast to candidates who have not put in their recurring availability
- Configure Matching Conditions for Shift Job Update Notifications
- Filter Document Templates by Tag
- Add Tags to Document Templates
- Create an Invoice Email Template
- Customize the Reimbursement Login Page
- Edit Applications, Profiles, and Sections Without Using the Builder
- How to add SMS TEMPLATE triggers to send to clients when they request a shift and to candidate when client cancels a shift.
- How to create an email template that gets sent to sitters when they are unassigned from a job
- Push & SMS templates for broadcasting events
- Another way to add a document/attachment to an email when the file size is too large.
- Spacing Issue in Email Template.
- How to receive Admin Email notifications based on how Clients or Candidates answer a question on their application
- Disable the default under consideration email for client-candidate relationship
- Configure Checklist Change Task Trigger
- Configure Status Reasons for Automated Status Changes
- Add Tags to Profile Templates
- Rename a Group Chat
- Assign Tasks When a Shift Job Is Assigned
- How to Send Bulk Text Messages / SMS
- Email Blast Performance Metrics
- Hyperlink a Phone Number
- Setting up and sending email repeat blaster
- Going over SMS/Email/Push notification Blaster
- Set Up and Edit Profile Template
- Customize In-App Notification Details
- Add Employer Name Tag to Job SMS Templates
- Auto-Create Fields for Document Templates
- Cancel a Repeat Email Blaster
- Edit Email Templates from Placement Status
- Filter Email Blast Logs by Candidate Status
- Set Expiry for Unsigned Signable Documents
- Turn An Image Into A Fillable Document.
- Upgrade: How to send candidates individual documents to a client
- How to customize the submission message for documents
- How to customize/edit document templates for a specific client.
- Adjust the order in which documents appear to users
- How to preview document templates
- How to use FIELD TAGS on your document templates.
- How to set up a document that is signed by both the client and the candidate
- How to set a document template so that candidates or clients can add it to their profile to sign themselves
- How to send email notifications to candidates and admins when documents are expiring
- How to add a document to multiple selected candidates and clients
- Update status once all documents are signed
- Get a link to a document
- Allow Users To Edit Signable Documents, Contracts, And Agreements Before Signing.
- How to edit a document
- Can you pull information from a document into a profile?
- Add A Payment Information Field To A Document And Charge Clients or Candidates When They Sign It.
- Allow Multiple Documents to Be Added Into One File Upload Space.
- How to charge an amount after someone signs a document. This can be used to charge a deposit & for subscriptions.
- How to enable agency administrators to sign documents on user profiles
- Add a field to a document so clients or candidates can type into
- How to Set Signable Documents to Admin-Only View
- Unassign Bulk-Assigned Documents
- Automatically Add Candidate Information to a Client Document
- How to Make At Least One Checkbox Required on a Fillable Form
- Automatically Update Client Status After a Document Is Signed
- Add Conditions to Payment Information Poster Reminder Emails
- Use Last Name Initial Tag
- Understanding Email Template Triggers
- Improve Email Content Using AI
- Email Template Tags
- Set up/edit email template to candidate or client about tip notification for shift jobs
- How to set up/edit email templates for shift job statuses
- Edit/Set up confirmation email template for when candidate accepts a shift job
- Set up email template for placement job statuses
- How to add a matching condition on email templates
- How to set up an email template for scheduling events
- How to set up/edit the email that gets sent to references.
- How to add a [[pets]] tag for email templates, like [[children]]
- How to put different scheduling/Calendly links for different admins in the same template
- How to send test emails?
- How To Create Email Templates For Status Reminders
- Edit Shift Job Declined Candidate Notification Template
- How to set up the bulk assign candidate confirmation email template
- How To Edit And Create An Email Template For The Broadcast Email Of Shift And Placement Jobs.
- How to create/edit placement job broadcast email template
- Auto change client or candidate status after a status reminder has been sent
- How to add email template with type Shift Job Declined Client Notification
- How to add a link to an email template to have candidate and client leave a review after a shift job
- How to set up the automatically broadcast new shift job email template
- Admin status reminder if candidate or client has been at status for X amount of hours
- Email template for when document signed by client and is sent to candidate
- How to set up an email template to be sent to a certain type of candidate or client
- How to edit the email template for when you assign/send a candidate to a client
- How to insert custom booking text fields to job email templates
- Adjust The Shift Job Confirmation Email Template For Clients and Candidates Of A Booking.
- Option for email template based on client candidate relationship status
- New option for reminder emails to only be sent a certain number of times and then stop.
- How to see if an email has been opened.
- How to repeat status reminders
- How to schedule an email for another time
- Create an Automated Start Date Email Follow Up.
- Create Reminder Emails to Send Before or After Scheduled Events.
- Design Beautiful Email Templates
- Automatically Include Secondary Client Email in Correspondence
- How to set up an email template for a certain date, birthday, or children's birthday
- Remove content from an email template if the plug in tag is blank
- How to customize email template for expiring documents
- Edit email template for assigning to do tasks.
- Attach Document Templates to an Email
- Set up an email template to admin based on status change
- How to add or embed an entire section into an email.
- How to convert your emails into another language.
- How to remind references to complete the reference check forms
- Adjust the email template for the clock-in/clock-out reminder.
- How to link an email template to a secondary status change
- Attach Multiple Documents In One Email.
- Have Client and Candidate Information Auto Populate In Emails To Clients and Candidate Or About Jobs.
- Set up admin notification when payment is made/payment information added
- Why is an email not sent when I change the status
- Create An Automated Reference Check Email
- Shift job cancelled email template
- Default emails - create news to over-ride the default ones.
- Shift Job Assigned To Other Candidate Applicant Email Notification
- How to activate/deactivate an email template
- Where to find template tags to insert information from a profile or application into an email.
- Edit Email For Shift Job Reminders
- How to add hyperlink to an image in an email template
- Add Conditions to Email Templates
- Embed a video in an email
- Where to go to edit emails
- Set up/Edit reference email template for client references
- Event Broadcast Email Template
- Automatically Broadcast new Shift Job to Favorite Email Trigger.
- Email template for when a client marks interested in a job
- Notify Admin when a Candidate shows interest in a Shift Job
- How to notify candidates or clients to sign a document
- Client reference check email template
- Using a resource document to hyper link in an email
- Setting up a template to inform candidates of new back up care assistant jobs
- Set up/edit Bulk Broadcast Shift Jobs Email Template
- Reviewing Job Email Templates
- Email template to client when shift job is charged
- Shift job Status Reminders
- How to receive Admin notifications of Candidate late clock-in/outs
- Include Related and Associated Shift Jobs in Client and Candidate Email Templates with Tags
- Adjusting which shareable link will be shared in an email template
- Customize the Client and Candidate Email Notification: Document Signed Signer Notification
- Send email to candidate or client once document is signed
- How to add a section into your email.
- Email for Shift Job update Candidate Notification
- Email Status Indicators
- Exclude Email Footer from Templates
- Adjust the SMS template for clock-in/clock-out reminders.
- How to customize the SMS template that is sent to a reference
- Add additional conditions to SMS templates
- Edit Reference Check SMS Reminder Template
- SMS template for reference checks
- List of SMS Template Triggers
- SMS Template for shift job status reminders
- Setting up and creating SMS templates for booking confirmations for candidates & clients
- Create SMS templates for different Shift Job statuses
- How to use Tags Feature in SMS Templates
- *How to add SMS templates for shift job status change notifications
- How to create an SMS template for shift job broadcast
- How to create a SMS template for status changes
- Create and Edit Interview and Intake Note Templates
- Set Up Start Date Task Template Triggers
- Creating a task template
- Push notification Booking Confirmation Template
- List of Push Notification Triggers and their Default Templates
- Customize Default Email That Shares New Candidates to Clients
- Turn On, Off, and Adjust Shift Job Reminders for Clients and Candidates.
- Call a Client or Candidate
- Add Tags To Email Templates To Automate Your Messaging, Brand, And Voice.
- Have Different And Custom Cancellation Messages For Shift Jobs Based On Category of Shift Job.
- Unsubscribe Clients Or Candidate From Emails With Tags
- Rebroadcast Placement Job Blast from the Broadcast Logs.
- How to measure SMS text message sending usage
- Start and Stop SMS Messaging
- Where Can You Find SMS Messages and Replies Go?
- How to unsubscribe to SMS/Text Messages
- How to send an SMS Notification to Candidates/Clients when a Tip is added
- Add Tags to Broadcast and Blast Shift Job Email Templates
- Admin Status Notification Emails
- Create a Customized Admin To Do Email Notification
- What to do if an email I sent has bounced?
- Replace A Default Emails With Customized Emails Templates. Can't find an email to update? It Maybe A Default Email.
- Automatic Unsubscribe to Emails Link For Email Blasts Explained.
- Use An Email Template To Send A Branded And Tailored Product Receipt For Any Product Shop Purchase.
- Send And Create An Email Template To Share A Candidate To A Client.
- Notify Your Users, Clients, And Candidates, About Moving Your Platform To Enginehire With These Example Email Templates.
- How to turn on/off the form submission summary email for applicants
- How to Include Additional Shift Dates in Email Notifications
- Notify Candidate of a charge when a shift job is cancelled
- Select the Admin Email Address Emails Are Sent From For Each Email.
- How to prevent sending emails without a "Subject"
- Notify client of a charge when a shift job is cancelled
- How to fix Font/Style discrepancy in an email template
- Use Plural Tags to avoid Multiple emails going out for a job with additional dates
- How to send an email blast to clients who have not entered their payment information yet
- Email Marketing Inside Enginehire
- Email notification to send to candidate when a client cancels a shift job
- Email Template to notify a client when a Shift job is Charged
- How to log an email as a note
- Event Broadcast, Client and Candidate Reminders for the Event System.
- Remove Bounced Emails
- How To Edit And Create An Email Template For The Automatic Rebroadcast Email Of A Shift Job
- Edit Shift Job Declined Admin Notification Template
- Start Date Email Template for Admin
- Add Candidate Profile Images to Emails
- Notification to Admin When A Client Tips a Candidate
- Put Google Add to Calendar Links in Shift Job Emails.
- Understanding Candidate and Client Email Template Triggers
- Modify the new booking email notification template for the admin
- Autosave Draft Emails for Clients and Candidates
- Understanding Matching Conditions in Email and SMS Templates
- Send Push Notification to candidate when candidate assigned to shift job