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Sequence Templates


A sequence template is a saved multi-step sequence: the emails, their delays and send times, and the weekend and holiday settings. Templates belong to your workspace, so anything one recruiter saves is available to everyone.

Saving a template

In a project's Sequence tab, click Save as Template and give it a name and a short description. The current steps are copied into the template; later edits to the project don't change the template, and later edits to the template don't change the project.

Applying a template

In the Sequence tab of any project, Browse Templates lists the workspace's templates. Pick one and its steps replace the project's current sequence. Then personalize: the role, the location, the pay details, anything the template left generic.

Applying a template to a project

Managing templates

Settings → Sequence templates lists every template with its step count, description, creator and dates. Search by name, expand a card to read each step's subject and preview and see whether it sends on business days only and on holidays, Edit to open the template editor, or Delete. Deleting a template doesn't affect projects that already used it.

Sequence templates in Settings
Tip: Name templates by role and audience, "ICU RN, travel", "PT, new grad", and write the description as guidance for the next recruiter: what to change before launching.

Frequently asked questions

Do templates include my signature?

No. Your signature (Settings → Email sending) is added to every email you send, whichever template the project uses.

Can I use personalization variables in a template?

Yes, and you should: {{first_name}}, {{job_title}} and the sender variables fill in per candidate and per sender when the project sends. See Personalization Variables.

Can I make a template from scratch without a project?

No. Templates are saved from a project's Sequence tab. Once saved, you can edit them from Settings → Sequence templates.

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