Updating Customized Email/SMS Templates

If your account is looking to modify the Core Notification Templates, share the following Google Doc Link with them:

*IMPORTANT: DO NOT PROVIDE ANY ACCESS – ONLY SHARE THE LINK

• WootRecruit Core Notifications Verbiage (In Person)
• WootRecruit Core Notifications Verbiage (Virtual Interviews)

Follow these steps to update and share your automation workflows after customization:

1. Prepare:
   • Open the provided document: Work with a split screen for efficiency.
   • Access Recruit Hub: Navigate to the appropriate sub-account.
2. Update SMS Templates:
   • Find SMS Notifications:
     • Use the document outline to locate sections.
     • In Recruit Hub, use Ctrl+F to find specific SMS notifications.
   • Edit Text Snippets:
     • Click the pencil icon to edit.
     • Translate if needed: Use Google Translate and ensure merge tags remain intact.
     • Copy and Paste: Use Ctrl+Shift+V to paste without formatting. Adjust spacing for readability.
     • Test the Message: Send a sample to verify correctness.
     • Save Changes: Ensure each edited template is saved.
3. Update Email Templates:
   • Navigate to Email Templates:
     • In Recruit Hub, go to Marketing > Emails > Templates.
     • Click into the relevant folder (e.g., Core Notifications).
   • Edit Email Subject and Body:
     • Update the subject line via the settings (three dots > settings).
     • Copy and paste body content using Ctrl+Shift+V.
     • Maintain Hyperlinks and Formatting: Avoid overwriting existing links unless necessary.
     • Emphasize Important Parts: Ensure bolded sections remain highlighted.
     • Save Each Template: Confirm each update is saved properly.
4. Final Checks:
   • Review Updates:
     • Check for any templates marked by others and ensure transparency.
     • Update the document to reflect all changes made.
   • Communicate with Account Manager:
     • Inform them to review and test the workflows.