Configuring Assessment Emails
Hiring Administrators have the option to edit the default email template for two candidate facing emails:
- Assessment Invitation is the original email sent to individual with the assessment link.
- Assessment Reminder email is sent to individuals with Not Started or In Progress assessments to prompt participants to complete, and can be sent automatically or manually.
Hiring Administrators can configure assessment emails from the Settings screen within the Assessment Emails section.
There are a few key configuration options for your assessment emails:
- Update the default subject line and body of the email for the account.
- Choose whether users can edit the assessment invitation email prior to sending.
- Enable automatic assessment reminder emails.
Editing Email Templates
The process for editing each email is the same. First, select which type of email you would like to edit: Assessment Invitation or Assessment Reminder.
On the Email Configuration - Assessment Invitation screen, you have the option to allow users to modify the invitation email, select and view the default text, or select to create a custom email.
When enabled, the option to allow Hiring Representatives to modify the invitation allows both Hiring Representatives and Hiring Administrators to make one-off edits to the invitation prior to sending. Any changes that the user makes will not affect the account-level settings and will not be saved for future emails. When disabled, neither Hiring Representatives nor Hiring Administrators will have the option to modify the invitation.
To edit the email, select Custom Email and click NEXT.
On the next screen, you can edit the Subject and Body of the email template that will be used for all users in your Talent Dashboard account. The tokens are placeholders which will automatically populate with the appropriate information, and the individual's unique assessment link will automatically be added to the bottom of the email message.
Please note that only one email template is available for the entire account, so if you need multiple templates or languages, we recommend customizing the assessment emails for general use and enabling the ability for users to modify the invitation/reminder emails as needed.
All OutMatch system emails are sent from email@example.com. You may want to notify your assessment participants of this in order to avoid any confusion.
When you are finished making changes, click SAVE. You will see a confirmation that your email template is live in your account.
On the Email Configuration - Assessment Reminder screen, you have the option to enable automatic reminder emails, select and view the default text, or select to create a custom email.
When automatic reminder emails are enabled, the system will automatically send one reminder email to individuals who have not started the assessment at the selected interval. By default, the selected interval is set at 2 days, but you have the option to decrease or increase the reminder email interval according to preference.
Please note: The platform only allows for one auto reminder to be sent to candidates in Not Started status. However, you have the option to manually send out additional reminders and/or reminders to those In Progress from within the Peoples tab.
The same custom email options are available for the reminder emails as for the invitations. After making any changes to your reminder email template, click the SAVE button, and the new email template will be live in your account.
Still Need Help?
If you still have questions about your account, please contact OutMatch Support at firstname.lastname@example.org. Please include:
- Your first name and last name
- And a detailed description of your question
Our business hours are Monday through Friday, 8:00 AM to 6:00 PM Central Time. We try to respond to all requests the same day if the request is received by 3 PM Central Time.