BalanceTRAK > Settings > Email Templates


  • About Email Template Components
    • About the [Link to Form] Field
  • Default Email Templates
    • For Job Seekers
    • Available Template Tags for Send Application

    • For Collaborating with Colleagues
  • Email Template Tools for Existing Templates
    • Choose a Template for Editing
    • Rename a Template
    • Delete a Custom Template
  • Add a Custom Email Template
    • Determine Email Template Settings
  • Develop/Edit the Email Message
    • Enter Merge Text into an Email Template

Manage Email Templates to Support BalanceTRAK Communications

By accessing Settings > Email Templates, the Administrator may edit the system's default Email Templates and create custom templates for transmittal by balanceTRAK users when communicating with Job Seekers or colleagues.

The [Add] and [Remove] buttons in the header toolbar display with custom Email Templates, while a [Rename] button is available for all Email Templates. Once any changes are made to the template or its settings, click [Save] to make it available for use when users or the system send new email messages.

Note: If you have questions about Settings, please contact your system Administrator or Berkshire’s Product Support, as appropriate for your role and organization.

HELP Cross-references: To review how the user will interact with BalanceTRAK's communication functions, see:

About Email Template Components

An Email Template is comprised of the following components:

  • Recipient audience
  • Subject Line
  • Message, or Body Text

Within the Message are two types of content:

  • Text — Or plain words of the Message. The same Message will go to all recipients for the type of communication.
  • Tags — Also known as predefined text, tags are placeholder for variable text that will be "merged" into the message when it is sent. Typically, tags, which are surrounded by brackets, reflect identifying elements that will vary, depending on the recipient and the communication.

About the [Link to Form] Field

The [Link to Form] field is a special tag in the email Message, when intended for Job Seeker recipients. This field places a link in the Message body so the recipient can complete a SELF-ID, BACKGROUND CHECK, or other Form.

The [Link to Form] tag only functions when the email is sent from the Review Job Seeker detail. Otherwise, this tag will not be merged when the email is sent.

Default Email Templates

— For Job Seekers

Default Email Templates with links to Forms for completion by the Job Seeker:

  • Send Application Form
  • Send Background Check Form
  • Send Self-ID Form

Available Template Tags — Depending on template type, tags can be inserted to merge personalized information into the Job Seeker message, such as:

  • Application date
  • Job Seeker's name
  • Link to:
    • Job description
    • Third-party assessment
  • Job Code
  • Job Title
  • Sender's contact information

Default Email Template acknowledging receipt of the Job Seeker's completed APPLICATION:

  • Send Auto-Acknowledgement

— For Collaborating with Colleagues

Th following default Email Template allows balanceTRAK users and external addressees to review the Job Seeker’s APPLICATION:

  • Forward Job Seeker's Application to Others

Email Template List Tools for Existing Templates

Choose an Existing Template for Editing

To edit an existing Template, first select an Email Template from the Template drop-down, a menu located in the header toolbar.

Note: Default Email Templates may not be removed.

Rename an Existing Template

Select the template from the upper drop-down; and click the [Rename] button. Update the entry for: Template Name; and click [Save].

Delete a Custom Template

After selecting the template from the upper drop-down, click [Delete]. In response to the confirmation message, click [OK].

Add a Custom Email Template

Create additional templates by choosing the [Add] button from the header toolbar. Enter a Template Name, and click [Save]. The Email Template will display, and its name will show in the Template drop-down in the header toolbar.

Manage an Email Template's Settings

Once a Template is selected from or added to the upper drop-down, choose to:

  • Have balanceTRAK use the template when automatically sending emails
  • OR

  • Leave the box unchecked

Important Quick Tip: By selecting the automated option, some merge fields, [Your Name], [Your Email Address], [Your Phone Number], and [Link to Form] will not be available. Leave the box unchecked, and use the [Send Bulk Email] button, which is available in Job Seekers and Requisitions. This method puts you in control of when an email, based on a template, is sent.

Next, use the Email Template Recipient options to identify the audience, either:

  • Job Seekers
  • OR

  • Other balanceTRAK users

Develop/Edit the Email Message

Enter or edit the appropriate title for the: Subject Line; and edit/compose the corresponding Message in the provided text editor.

(Optional) Change the appearance of the text (e.g., color, font, alignment, size, format, bulleting, numbering), using the text editor toolbar, which contains common word processing tools. For examples of other shortcuts, you can:

  • Paste formatted text from a Microsoft Word document, by selecting the [Paste from Word] button.
  • Add a link to additional Web documents or a Website, by clicking the [Link] button.

Enter Merge Text into an Email Template

Click on [Insert Predefined Text], a button located below the text editor. From the Insert Predefined Text menu, use the radio buttons to select either:

  • Body Text
  • OR

  • Subject Line

From the provided drop-down menu, select the appropriate tag to include.

Click [Insert] to apply the action.

Example: To send an email thanking Job Seekers who applied for an Account Executive position, click the [Insert Predefined Text] button, which is located below the text editor. Next, use the radio buttons to select: Subject Line; and select the tag [Job Title] from the drop-down.

With these settings, this Job Seeker would receive an email that reads, “Thank you for applying for the Account Executive position…”.