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"
Choose a template type
Invitation for a Call: Used when sending a candidate an invitation to schedule a call with you via email from Honeit.
Reschedule a Call Request: Used when sending a candidate a request to reschedule a call with you via email from Honeit.
Sharing Presentations/Call Highlights: Used when sending candidate presentations to recipients via email from Honeit.
Enter the following:
Name of the template
Short description
Subject line
Include your message
Click Save
You can view, edit or add to your library of templates anytime. Below is an example of each template type.
When and Where to Use Message Templates:
1. When scheduling a call
Click "Scheduling" → "Schedule a Call."
Enter candidate name, email and date/time of the call.
Choose from one of your template types set to "Invitation for a Call" in the dropdown menu.
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 Invitation to Schedule a Call 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 from one of your template types set to "Reschedule a Call Request" in the dropdown menu.
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 from one of your template types set to "Sharing Call Highlights" in the dropdown menu.
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.
