Message templates are a breeze to create and used to efficiently communicate standard responses. Here's how:
How Create Message Templates
Navigate to "Manage" → "Message Templates"
Click "Create"
Enter the following:
Name of the template
Short description
Tags (optional)
Subject line
Include your message
Click Save
You can view, edit or add to your library of templates anytime.
Sharing Message Templates
Add your message templates to the team library so your teammates can use them too, just like call guides. Simply click the down arrow to the right of your template and click "Add to Team Library."
Using Message Templates in Honeit
1. When scheduling a call
Click "Scheduling" → "Schedule a Call."
Enter candidate name, email and date/time of the call.
Choose a template
Once the template loads, you can make any edits or changes necessary.
Click Schedule once you are ready to send the invitation.
Your message will be included in the email notification that Honeit will send to the candidate.
2. When inviting your existing contacts to book a call with you
If a contact already exist in your records, you can also use the template to invite them to schedule a call with you from the contact records. Here's how:
Click on the contact name to pull up their profile
At the top right, click on "Schedule a Call"
Choose "Send a Call Invitation"
Choose your template. Make any necessary changes to the text, then click Send.
3. When requesting to reschedule a call
Click "View Details" of a scheduled call
Click "Reschedule"
Click "Send a Reschedule Request"
Choose your template.
Once the template loads, you can make any edits or changes necessary.
Click "Send" to send request.
Click "Send and Cancel" to cancel the existing call and send reschedule request
Your message will be included in the email notification that Honeit will send to the candidate.
4. When sharing candidate presentations/call highlights
Once you've create a candidate presentation, click the email button at the top
Choose your template.
Once the template loads, you can make any edits or changes necessary, then click Send.
*** Alternatively, you can use AI to generate the message for you by clicking the green "Generate Message" button and choosing a tone for your email.
5. When emailing a contact directly
Open a contact record
Click the mail icon to the left of the contact's email address.
Choose your template.
Once the template loads, you can make any edits or changes necessary, then click Send.
