Create template

Once you have created a configuration you will be able to create templates. Click the plus button in line with the config to present the new template dialog.

Screenshot of a Kyloe Workflow template dialog.

1. This is the description the user will select from within Bullhorn. It is a good idea to keep this short, but including 'Client' or 'Candidate' in the description is useful for navigating templates in the builder.

2. This will determine whether the notification is directed to the candidate or the client contact. This cannot be changed after the template is created. It is also not a visible field once created, hence the suggestion to add 'Client' or 'Candidate' to the template name.

3. This is the email subject line the recipient will see in their inbox. There is some, limited syntax available for pulling information from Bullhorn.

4. This is the body of the email for the send out. Here more Bullhorn information is available via the syntax Kyloe Workflow utilises.