How to Set up and Utilize Email Templates

What are email templates?

Throughout Enterprise users are presented with the option to email (and text message!) employees and contacts individually or en masse. With email templates, users can have the basic body of an email ready to use in a flash. Email templates can be designed for emailing: 

♦ Employees

♦ Contacts

♦ Check Stubs

♦ Invoices


Additionally, the template manager allows users to include certain data fields, so when an email is sent to a large group of employees or contacts it is automatically tailored to the employee reading the email. For example, one "data field" is the first name. So when John opens the email it reads "Hello John" versus when Sara opens the email it reads "Hello Sara." 

How to build email templates: 

To begin, navigate to the Template Manager by selecting all options, and email. The template manager will then be your only option listed in the left bar of your screen.



To create a new email template select the + icon. You will then be prompted to select a (1.) template type. This is the audience who will be receiving the emails you send using this template. For example purposes, we'll be creating a basic employee template.  


After selecting a template type, the email template advanced formatting window will automatically generate. This is where users can design the body of the email. Email templates can be formatted using text fonts, bulleted and numbered lists, tables, images, links, and html. Additionally, documents can be attached to be included in the template. 

The (2.) template name, description, and message subject are all required fields. While the template name and description are used to internally identify the template, the message subject and the body of the message will appear in the emails which are sent using this template


Data fields: 

Data fields are pieces of information from Enterprise that, when included in a template, will insert matching information specific to the email recipient. Below is a reference table of how the data field options vary by template type:  

Data FieldEmployee TemplateContact TemplatePay Stub TemplateInvoice Template
First NameXXXX
Last NameXXXX
Middle InitialX
X
Address Line 1XXXX
Address Line 2XXXX
CityXXXX
StateXXXX
Zip CodeXXXX
Check Date

X
Weekend Bill

XX
Employer Name

X
Employer Address Line 1

X
Employer Address Line 2

X
Employer City

X
Employer State

X
Employer Zip Code

X
Invoice Date


X
Invoice Number


X
Company Name
X
X


*Note- Additional data field customization on templates such as worksite, shifts,etc. will need to be handled by Tempworks. Please reach out to a Tempworks representative for assistance. 


Adding data fields to a template: 

To add data fields to the body of an email template, simply double click or drag and drop the desired field into the message box. Here we have an example of bringing the employee first name and employee city data fields into the message body: 

When the employee receives the email it displays as follows: 

By default, any emails that are sent from Enterprise are also logged on the recipients record as a message: 

*Note - The "JOB DESCRIPTION GOES HERE" section is listed with the understanding that the service rep sending this email blast out would insert job details specific to the opening every time this template is sent. 



Text message/SMS email templates: 

The general recommendation for texting employees from Enterprise is to avoid using special characters when possible, i.e. # @ % & * \ ` , as not all phones will interpret the special characters the same way. However, data fields can still be added and utilized in SMS email templates. For example: 

SMS template: 

Received template: 

*Note - The recipients name and city were auto populated via the email template data fields while the job title, pay rate, and start date were specified by the sender before the SMS email was sent. 

How to send emails en masse: 

First, note that any time the (3.) email icon is present, users have the ability to email employees/contacts, either individually or as part of a group.  

A popular method for emailing and/or texting employees/contacts en masse is from a search results page. 

From a search result grab a group of employees/contacts by holding down the shift or ctrl key while selecting the records you would like contact (with your mouse). In the image below, we can easily identify our group of selected records because they are highlighted. Once your selection is complete, simply right click anywhere in the highlighted portion and click to "send email" or "send email to..." 

♦ Send email

     Will insert the personal email address on file in the BCC field. 

♦ Send email to...

     Allows users to choose whether they would like to insert the personal email address or SMS email address in the BCC field. 


















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