Adding Merge Fields to an Email Template

With flair email templates it is possible to incorporate merge fields. A merge field is a placeholder or variable that gets replaced with actual data when the email is sent out. It allows for the personalization and automation of email content. There are two ways to add merge fields to an email template.

Classic Email Merge Fields

• When creating a new Classic Email template, you'll see an option labeled Available Merge Fields in the top left corner of the template.

• Choose the appropriate merge field type from a selection of options using the Select Field Type dropdown list. For example, if you want to include candidate-specific merge fields in an email, select Candidate Fields. If the email is payroll-related, select Payroll Fields.

There are more than 100 categories of merge fields related to recruiting, employees, jobs, departments, talent, skills, evaluation, timesheets, and more.

• Within the relevant merge field type, you'll find fields like First Name, Employment Type, Job Name, and many more options for your emails.
• Selecting a merge field such as First Name will present you with a merge field value which you can copy into your email template.

• The types of merge fields you include in an email template will determine the type of data automatically included in the email. For example, including fields like First Name or Contact ID will populate the email with corresponding individual information.
• Once you’re happy with how the email looks, click Save to store the template.

Candidate Email Merge Field

It is also possible to add merge fields to candidate and recruitment emails using the flair Recruiting app. Here is how it works.

• In the flair Recruiting App, navigate to the Candidates page and choose the specific individual you wish to email.

• Within the chosen candidate’s profile, navigate to the Activity box in the bottom right corner and select the Email icon to begin your correspondence.

• Within a candidate email, it is possible to insert as many merge fields as you like using the Merge Fields button, indicated by the Bracket icons .

• Choose from a selection of merge fields associated with the sender, your organization, and the candidate.
• Once you have created the email and inserted the relevant merge fields, click the Eye icon to preview the correspondence. Then click Send to deliver the email.