To see a list of email templates in the Auto tab:
- Go to Message Center > Manage email templates
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- Here you will see the Auto tab
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The list in the Auto tab pertains to email templates that are linked to certain manual or automated tasks or procedures within the system. They cannot be used as general ad-hoc messages to staff, and therefore will only be visible to use when performing the task they are meant for.
If we use the following email templates as an example:
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- Shortlisting staff to a job
- This is the default email to send to staff upon shortlisting them to a job.
- This template will only be visible to use during the shortlisting staff to a job process should you wish to email staff to let them know they have been shortlisted.
- It will also contain email tags that can specifically only be used when shortlisting staff to jobs.
- Inviting staff to one or more jobs as a whole
- This is the default job invite template when inviting staff to one or more jobs as a whole.
- This template will only be visible to use during the inviting staff to a job process so that the system can inform the staff of their job invite.
- It will also contain email tags that can specifically only be used when inviting staff to jobs.
If you need to create generic emails not linked to a task then you can add them Custom tab without an email type selected: See the following article for more details: I have created custom email templates but I am not able to use them everywhere in the system
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