Communication Templates library improvements
WHAT'S INCLUDED
This release brings these improvements to communication templates, delivered together.
Template Library is rebuilt for scale, with expanded filtering and sorting, clear Private / Shared visibility labels, Active and Archived views, and bulk actions including Archive, Publish, and Restore.
You can now add Cc and Bcc recipients and attachments directly to a template — as fixed addresses or as role variables (such as recruiter or hiring manager) that resolve per candidate — so every send starts correctly addressed with the right files.
In the candidate email editor, Cc and Bcc now autofill: start typing a colleague's name and pick them from matching users instead of typing full addresses.
WHY IT MATTERS
A Template Library built for scale — Find templates quickly with expanded filters (Creator, country/language, created date, template type, last updated, last used) and column sorting, switch between Active and Archived views, and Archive, Publish, Restore, change visibility, export or delete templates in bulk. A Sends count now sits alongside open and reply rates.
Cc, Bcc and attachments on a template — Save default Cc/Bcc recipients and attach files right on a template, using either fixed addresses or role variables (recruiter, hiring manager, recruiting coordinator, community sourcer, prospect owner) that resolve to the right person per candidate. Senders can still add or remove recipients and files for a single send without changing the saved template, and Cc recipients stay visible and persist across replies.
Email autofill in Cc and Bcc — In the candidate email editor, start typing a colleague's name in Cc or Bcc and choose from matching users (shown with their title), instead of typing full addresses and risking typos. Valid external addresses and pasted, comma-separated lists still work.
FEATURE DETAILS
Who can access | Recruiters, Recruiting Coordinators, Sourcers, Customer Admins |
Feature type | Default On (Non-deferrable) |
Requirements | Communication Templates in Account settings should be enabled. The Cc/Bcc and attachment improvements apply to the current candidate email editor; the older email editor and scheduling templates are not included. |
GETTING STARTED
Admins: No configuration needed.
End users: When editing a template, you can set default Cc and Bcc recipients and attach files; role variables resolve to the right person (such as the recruiter or hiring manager) for each candidate. When you compose a candidate email from that template, those recipients and files are prefilled, and you can still add or remove them for that one send without changing the template; Cc recipients remain visible to the candidate and persist across replies. Typing a name in Cc or Bcc suggests matching users to pick from. In the Template Library, you filter, sort, and switch between Active and Archived templates, read each template's Private / Shared visibility, and select templates to Archive, Publish, Restore, change visibility, export or delete in bulk. To know more about these enhancements, read Communication templates library.
