Setting up email templates

Setting up email templates

How to set up an email template?  



On the platform and within your programs, you may need to contact candidates for different reasons: to reactivate current applications, to notify them of results or other. For this, you can use the "Emails" functionality.

Role of e-mails on a program

You can send an email to :

  • Confirm the receipt of a file

  • Follow up candidates who have not finalised their applications

  • Notify candidates who are selected

  • Notify candidates who are successful

  • And much more...

This is where the "Emails" menu is located.




Email configuration

To create a new email, you must :

  • Click on "Create a new template".




  • Give your model a name

  • Create a subject line for the email that will be visible to the receivers

  • Customise your emails with "Dynamic Data".

  • Write the content of your email and save it




The "Action" menu

Through the "Action" menu, you can :

  • Modify your email

  • View your email

  • Test an email template

  • Delete your template




Sending the mail to candidates

To send this email to your candidates, you must :

  • Go to the "Applications" section

  • "Filter the candidates " to whom you want to send your email

  • Select the candidate(s) to whom you want to send your email

  • Click on the "Send Email" button




  • Select the email template you want to send

  • Click on "Send"




    Configure your portal 🚀


      • Popular Articles

      • Privacy Policy

        RGPD AND PRIVACY NOTICE WIIN At WIIN, protecting and respecting your privacy is a primary concern. The purpose of this document is to inform you about our practices regarding the treatment of information that you may provide to us when using our ...
      • 1. A portal in your image - introduction 📍

        Customize your portal in a few minutes ? We will see through several videos how to easily configure and customize your portal. Configure your platform Name of your platform Your logo The color code of your platform The text of your homepage Define ...
      • 5. Improve your portal 🚀

        Advanced settings By default, the call to action button redirects to all active programs on the platform. You can customize this redirection and the presentation of your programs. "Home" menu From the "Settings" menu, it is in this "Home" menu that ...
      • Invite a member to your team

        How do I invite a member to a team application? You have the possibility to invite members to apply as a team. Invite a member to the team To add a member, click on the "Invite a team member" button. Then enter the email address of the contact, you ...
      • Using messaging

        How to use the messaging system ? You can use the messaging system if you have a question about your file or the initiative you're taking part in. To access it, just : Click on your profile in the top right-hand corner Click on Messaging Then you ...
      • Recent Articles

      • Enable and manage MFA on the candidate portal

        How do I enable and manage MFA on the candidate portal ? Multi-factor authentication (MFA) adds an extra layer of security to your candidate account. It verifies your identity using a second method (mobile authentication app or code sent by email) in ...
      • Configure your MFA

        How to configure MFA ? Multi-factor authentication (MFA) is an essential security measure to strengthen the protection of user accounts on the platform. After enabling MFA, it must be configured to make it mandatory for users, depending on their ...
      • Enable MFA on the platform

        How do I enable MFA ? On your platform, you have the option to enable multi-factor authentication (MFA). MFA aims to strengthen access security on wiin.io and align your organization with cybersecurity best practices. A password alone is not enough ...
      • Automation : Scheduled Date Trigger

        How to create an automation with the trigger : Scheduled date ? The platform allows you to configure an automation triggered on a specific date. To do this, you must use the “Scheduled date” trigger. This rule will run automatically on the set date. ...
      • Automation : Payment Received Trigger

        How to create an automation with the trigger : Payment Received ? The platform allows you to set up an automation that is triggered automatically when a candidate has successfully made a payment. For this trigger to work, you must first activate and ...