Manage saved templates

Where: company Settings → Templates (or My Templates in settings navigation).

A template is a reusable message skeleton with variables — write the good version once, reuse it forever. Worth setting up for any message you send on repeat: stage-one outreach, interview invites, the standard kind rejection.

What's in the panel

• A left list of your templates, filterable by job (or General for job-agnostic templates). Search by template name. Click + New template to start a blank one.
• A right editor to write/edit the selected template's Name, Subject (email title), Message, optional Reply-to email, and Reply-to name.

Associate a template with a job and stage — link a template to a specific listing and stage so it shows up as the first suggestion when drafting for that context. This is the payoff: do it once and the right wording surfaces automatically every time you message someone in that stage.

Saving: choose Save — toast confirms "Template saved" (or "Template created" for a new one). To delete, choose Delete — confirm the prompt.

Toasts:

• "Template saved"
• "Template created"
• "Template deleted"

Good to know. Keep variables in your templates rather than baking in a name or job title — a template with First Name and Listing Name stays correct across every candidate and every role, so you never edit the same skeleton twice. Associate it with the stage where you actually use it and it becomes a one-click default in the composer.

Troubleshooting — my template isn't suggested when drafting. Suggestions are scoped: a template filed under General shows everywhere, but a job-specific one only surfaces for that listing (and stage, if you associated it). If you expected it and don't see it, check it's associated with the job and stage you're drafting from.