Goal: This setup is designed to make your email communication smoother and more personalised. You can configure and use Email Templates in MySolution Recruitment to send emails that automatically include relevant data through merge fields.
Audience: System Admin
What you can do with Email Templates in MySolution Recruitment
Email Templates let you configure standard emails that automatically include data from a candidate, account or related records. Besides basic templates, you can use Enhanced Letterheads for reusable headers/footers (e.g., signatures) and conditional rendering with IF-statements.
How it works at a glance
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Email Template (Message Content): Subject + HTML body with merge fields + optional Enhanced Letterhead reference.
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Enhanced Letterhead (Letterhead Content): Standardised header and/or footer applied around the template body.
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Resulting Email: Combines template body and letterhead into the final rendered message.
Before You Start
Make sure you are using the new MySolution Recruitment email component, not the old Salesforce one. You can tell the difference by looking at the email area on a candidate or account record:
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Wrong (old component): You only see a small row of icons — there is no text field or "Compose" button visible.
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Right (new component): You see a text field that says "Write an email..." with a red Compose button next to it.
If you see the old component, ask your administrator to switch it to the new MySolution Recruitment email component before continuing.
Tip
We also recommend installing the Salesforce Inspector and Salesforce Show API Name Chrome extensions. These let you easily look up field names before inserting them into a template. Search for them in the Chrome Web Store — they should be the top results.