To create a new Video Interview Template, logon to Tracker and go to
Tools & Settings > Resource Tools > Video Interviews Settings
You will see that in the following sections of this article, the process for creating a video interview for internal purposes versus a client's job is slightly different.
In order to send emails containing the links for both completing a video interview, and reviewing a video interview, we highly recommend taking the time now to create 3 new email templates. These will be:
- Internal Video Interview Confirmation
- Placement Video Interview Confirmation
- Client Video Interview Covering Email
Internal Video Interview Confirmation
Please ensure that this template has an "Association" of "Activity" as this will be a generic activity email template for sending out video interview details to candidates, so should look something like this.
There is a new template tag called "Video Link" that can be placed anywhere in the body of your email template and will be replaced with the unique link for the candidate to record their video at the time the interview email is sent.
Your email template will therefore look something like this.
The [[Video Link]] tag can be placed into the "Url" field of a link in the editor if you would rather send a more subtle link such as "click here" instead of the full video interview link. To do this in the email template, click the "link" icon and enter the details as follows which can replace the [[Video Link]] text in the template.
Placement Video Interview Confirmation
Please ensure that this template has an "Association" of " Placement Activity" (also could be "Job Candidate Activity") as this will be an activity email template for sending out video interview details to job candidates via the interview activity on the placement record. This will allow you to also include tags in your template related to the client and the job which the generic template from the previous section won't. It should look something like this.
The "Video Link" tag is also present on this association but can now be used in conjunction with other placement tags that will make the email more personalised and specific to the job it relates to. For example.
Client Video Interview Covering Email
This final template does not require a "Video Link" tag as such as this will be provided for you when you send an interview off to an external client for review, however it is good practice to create email templates for each stage of the process to save time typing it each time you send one.
This template will simply be an email template associated to "Contact" as it will generally be a contact that you will be sending video interviews off to for a review. Other templates can of course be created as required.
You should leave a blank line in your template to prompt the sender to insert the unique link that will be provided at the point the email is sent, so should look something like this.
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