> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cf-staging.co.uk/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Editing automated candidate email templates

You can now view and edit the automated emails sent to your referrals/candidates from within your portal.

There are two emails which are sent, depending on the settings of the position applied for:

* **Unfortunately, your application cannot be processed -** this is sent if the role has auto-rejection for overseas referrals/candidates turned on and the candidate answers no to having permission to live and work in the country (click [HERE](https://support.carefriends.co.uk/en/articles/6362389-managing-overseas-candidates) to find out more)
* **Candidate expresses interest -** this is sent to all referrals/candidates who are not auto-rejected

Personalising these emails welcomes and instils confidence in people choosing your company, and strengthens your connection with them, allowing you to showcase your organisation's strengths.

❗**Editable on the select plan only-** contact us at [[email protected]](/cdn-cgi/l/email-protection#6d1e181d1d021f192d0e0c1f080b1f040803091e430e02431806) to find out more about upgrading!

**Step-by-Step guide:**

❗FYI - Only portal users with **manage account settings** permissions can edit a template

Click **Settings** at the bottom left then **Templates:**

[![](https://storage.crisp.chat/users/helpdesk/website/-/c/5/1/2/c512da8c07327800/c5336e12-63de-444f-8a84-3fc461_1t6cpg8.png)](https://downloads.intercomcdn.com/i/o/myurolee/2485374437/441c890668442ad1411068e5820b/image.png?expires=1790073900&signature=ca27b1dabc94e6938b6b6dea2f06fabdc6307048e4b48e3d22c170fd4c6ed9a4&req=diQvE8p5mYVcXvMW1HO4zRKsyB1PLmLOEqgqRRB2O3Bj5eOSwaRkxEhPnH7b%0AEw5A%0A)

Click the **Three-dot icon,** then **Edit:**

[![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/f/4/d5f4bb05af298000/4c45cb23-5595-43bb-a681-ca0be5_pkpu5r.png)](https://downloads.intercomcdn.com/i/o/myurolee/2485413703/c1b5551e1568b592c30b10aa6c81/image.png?expires=1790073900&signature=3f687e1e42b910337216b0c0630af8df81b1df235713384b5b772eb7dd791da9&req=diQvE81%2FnoZfWvMW1HO4zVxVmu4JSL%2Bmfo9IYROKVFdoyEYiZtkNWDtREfeE%0Af4z3%0A)

3. From here, you can update the **sender, subject and message** for each template.
To update the sender, type the name of the user and select from the drop-down menu:

[![](https://storage.crisp.chat/users/helpdesk/website/-/b/6/f/9/b6f9f45299f3400/87ebad52-be94-4d79-95cf-ef62a8_9ii9mf.png)](https://downloads.intercomcdn.com/i/o/1128080568/4fbdb34166c85aae3268c34c/image.png?expires=1790073900&signature=4da0df38871a4083b203db5aaaa0b7ee1acedc4b533909e53bd9672706cde3f2&req=dSElHsl2nYRZUfMW1HO4zRqTlvFB2%2BdHMjqsDgyhNbYlUONHotThiQExXOpr%0ALkHm%0A)

Click the **Subject** field to edit:

[![](https://storage.crisp.chat/users/helpdesk/website/-/7/a/0/b/7a0b3d421f2aa400/988e3eaf-e473-4d25-98fa-35ca66_djhx5u.png)](https://downloads.intercomcdn.com/i/o/myurolee/2488248202/c06a14023b9d3b417ba25035a041/image.png?expires=1790073900&signature=dce5a2bb37fe1d41b130477454b528fc40cfae8baaf5afacc029133445f0f674&req=diQvHst6lYNfW%2FMW1HO4zQK%2BJoYfRNQjXH3uYhHfd5tv0jInQXmfqcwADSAL%0AwEqC%0A)

Click the **Message field** and edit as desired. In this field, you can select bold, bullet points and emojis:

[![](https://storage.crisp.chat/users/helpdesk/website/-/e/6/a/a/e6aa175cdb2fd800/4d862dc0-45cb-4fd8-aec0-b2e7df_k8iu5e.png)](https://downloads.intercomcdn.com/i/o/myurolee/2488275516/37fae3929192d5e914fcfc5024ac/image.png?expires=1790073900&signature=b38b56d8e62994d99412566d4d234311ecc138d219f990d0b835d3d39248cbea&req=diQvHst5mIReX%2FMW1HO4zR6p9r334vRpy2oWu5RnXSr9gUJrEwZ0cgHdWrML%0A3%2Bis%0A)

To add a hyperlink, click the link icon at the top of the message field:

[![](https://storage.crisp.chat/users/helpdesk/website/-/d/1/b/c/d1bc7ba04df4d000/56ca8462-defa-4930-942f-48af80_1b2ayy1.jpg)](https://downloads.intercomcdn.com/i/o/1129421902/039d2230db2d82386ec9891c/Custom+email+templates+-+designs.jpg?expires=1790073900&signature=55d009b740c404a202c48cd9a6643d91af822e03b99053e54ba42839ae6b773b&req=dSElH818nIhfW%2FMW1HO4zWB1vz1CpTZ61XCMvrQkwOTkjE7bFXXbCU%2FgsBGY%0A3H3ZurYmGNU2Uki9dss%3D%0A)

7. To edit the autofill options, simply click on **'Insert Custom Field'** and select the desired option.

When the email is sent, the correct values will be displayed depending on the candidate and the job applied for. Custom fields include: Candidate first name, sender full name, job title and organisation name:

[![](https://storage.crisp.chat/users/helpdesk/website/-/c/b/4/e/cb4ec48c9828c000/24a9cd9e-13ad-4533-b295-328ef6_184o6vw.png)](https://downloads.intercomcdn.com/i/o/1127894475/63de7ffedb6ee19882c8eaab/image.png?expires=1790073900&signature=371dbcef92eea09e9d8bd75bd7e143db27f6048b19aa18349bd582a3504bdae6&req=dSElEcF3mYVYXPMW1HO4zbyZLEzL3wkd9bfDkHtYr0jp5roZlZ2ZQzPIqwyP%0AB92eTJ0NODSg8PF7RtA%3D%0A)

8. Click **Save:**

[![](https://downloads.intercomcdn.com/i/o/myurolee/2488277223/21b2580548f91b84e05dbc82e1b8/image.png?expires=1790073900&signature=9a1f5c24eef9c2db81f22fc3c51d88be803fed18e6cbe7b607e4116eb36ad290&req=diQvHst5moNdWvMW1HO4zYEWxFpNwoBDwV%2BljXntuaKRs%2F187IAGMsJF8Gre%0A%2BOmqRoGbpTZNDLdx%2Fts%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2488277223/21b2580548f91b84e05dbc82e1b8/image.png?expires=1790073900&signature=9a1f5c24eef9c2db81f22fc3c51d88be803fed18e6cbe7b607e4116eb36ad290&req=diQvHst5moNdWvMW1HO4zYEWxFpNwoBDwV%2BljXntuaKRs%2F187IAGMsJF8Gre%0A%2BOmqRoGbpTZNDLdx%2Fts%3D%0A)

And that's it! You have now edited your automated email templates.

### Top Tips!

**✅Ways this could be useful- Referrals/candidates who are suitable to progress:**

* Hyperlinks: Link to the company website, book interviews online or upload any ID needed for the recruitment process.
* To advise regarding the next steps, time frames and what to expect at the interview.
* Job-specific application information: As the template is set for all jobs -it can include different job roles and necessary information for each.
* Additional information regarding the company, a testimonial or even to personalise the email to allow candidates to experience a more 'friendly' approach to your organisation. This will ensure your email sticks out from other potentially generic replies the candidate may have received previously.

❌**Referrals/candidates that are unsuitable for the applied role:**

* If they're a good fit for a different position, make sure to keep them in the pool of potentials and don't let them slip away!

* Instead of simply informing them that they are not suitable, kindly explain the reasons why or provide links to any relevant job openings at your organisation that may be a better match for them. ~Eg: they need sponsorship, postcode radius, more suitable, non-driver, etc.

🤔Looking for inspiration on how to customise your templates? Click [HERE](https://support.carefriends.co.uk/en/articles/9674392-example-automated-email-templates) for some examples.

​**​What's next?**

* [Managing overseas referrals/candidates](https://support.carefriends.co.uk/en/articles/6362389-managing-overseas-candidates)