Email Templates

Activating Email Templates

Custom email templates currently in use for a CAS and cycle are listed on the Email Templates page under Active Templates; all inactive custom templates are under Inactive Templates. To activate a custom email template:

1. Go to Inactive Templates and click the Activate button.
2. In the window, click Activate to confirm your selection.

Once an email template is activated, you can edit it.

Editing Email Templates

To edit the internal name, subject, and excerpt that appears in the Notifications section of the application:

1. Go to Active Templates.
2. Click Edit, then Settings.
3. Enter the Name (the internal name of the email template), Subject (what the applicant or evaluator sees), and Excerpt. To use merge fields, such as the CAS name, refer to the merge field table below.
4. Click Save.

To edit the body of the email template:

1. Go to Active Templates.
2. Click Edit, then Contents.
3. Enter the new email body. Use the available options to format your text. To use merge fields, such as the CAS name, refer to the merge field table below.
4. If you want to create a hyperlink for a merge field:
   1. Highlight the field name.
   2. Click the hyperlink icon.
   3. Enter the merge field name.
   4. Click Submit.
      
      
5. Click Save.

You can use the upgraded email editor, BEE Editor, when editing the body of email templates. BEE Editor is an advanced email editor to create and customize email templates. Functionality includes:

• Mobile-responsive email layout.
• Adding images, social media links, and videos.

Note that BEE Editor is not available for all email templates, including those used in the Management Portal (e.g., undelivered emails).

To use BEE Editor,

1. Click Advanced Editor Available.
2. Click Start Converting.
3. Click Download to save the original email as a TXT file.
4. Click Launch Editor to use BEE Editor.

You can then paste the original email in the email editor. Review BEE's support page for step-by-step instructions in using the available email editor features.

Using Merge Fields

Merge fields are currently not standardized in the Application Builder. Review the available merge fields by email template here.

Merge fields enable you to customize the email template to a specific applicant, evaluator, and CAS. If you use the basic HTML email editor, refer to the table below to learn how to format merge fields and how they'll populate. You must match the exact formatting of the merge fields, including capitalization and spacing.