Emails Overview

The Email builder puts the client in the driver's seat when it comes to managing their emails. Clients can create, edit, and copy emails that are part of their email library. The email builder allows the client to use specific branding and styling to align with their branding guidelines. All emails can be added to any process flow within the client’s process flow library. 

To access the Emails section:

1. Select Processes & Content (clipboard icon)
2. Select Emails

The Emails list uses the familiar grid design that is present throughout the platform. Users can filter and sort by:

1. Reference Name – The name of the email
   1. Sorting- Text
   2. Filtering – Text using Contains
2. Type – The type of email. Values are Standard and Custom
   1. Sorting- Text
   2. Filtering – Picklist
3. Modified Date – The date the email was last modified
   1. Sorting- Text
   2. Filtering –  Date using Equals, Greater than, Less than, Not equal, In range Blank, Not blank

Standard vs Custom Emails

Standard

Standard emails are templates that Click Boarding owns and maintains. These templates are shared across all clients. In the Emails list these have a Type of Standard. They can be included in process flows. They can be copied, but they cannot be edited or deleted in an individual instance. Click on the name of the email to view the contents of a standard email.

Commonly used Standard Emails

The most commonly used standard emails are:

Email Name	Intended Recipient	Description
Candidate Welcome	Employees	Invites the employees to Click Boarding. Available in multiple languages.
Candidate Approaching Due Date	Employees	Notifies the employee that their process flow's due date is approaching
Candidate Next Step	Employees	Notifies the employee of their process flow's next step
Candidate Past Due Notice	Employees	Notifies the employee that their process flow is overdue
Internal Activity Notification	Team Members	Notifies the Team Member that an activity is ready for them
Internal Step Status Update	Team Members	Notifies the Team Member of the employee's status
Internal Past Due Notice	Team Members	Notifies the Team Member that the employee's process flow is overdue

Note that the Team Member welcome email is not available to be copied. This email cannot be added to process flows.

Custom

Custom emails are emails that have been created in your specific instance of Click Boarding. Most often these are copies of a standard email that has been adjusted to better suit a specific need. In the Emails list these have a type of Custom. These emails can be edited, copied, and deleted.