2 Minute Use Case: Email Templates

In this 2 Minute Use Case, we explore the advantages of using Email Templates in Avionté to streamline your communications and save time. By utilizing the Email Templates Editor, you can create and manage templates, personalize messages with merge fields, and attach necessary documents.

Templates can be used and edited directly within a Talent record, ensuring consistency in your communication. Additionally, admins can share templates with specific groups or users, promoting uniformity across the team. Email Templates in Avionté enhance efficiency, save time, and ensure consistent messaging throughout your organization.


In this video, we will be focusing on creating and using Email Templates in Avionte. Using email templates will help streamline your communications, and save time in the process.

There are multiple ways to create an Email Template. For a more comprehensive template setup, head to the Utilities section and click on the Email Templates Editor tile.

Create a new template by entering a title and subject line. Add your message and attach any necessary documents. Save it, and your template is now available.

You can use as well as edit existing templates from within a Talent record. After navigating to the Talent in question, select "Send Email" in the Quick Actions widget.

Here, you can choose a pre-configured message from the Templates dropdown. In this example, we have selected a "Thank You" template, which includes merge fields for personalization.

If at this point you want to make a new template, or adjust the one you have loaded, you can do so here as well. Just type your message, use the merge fields, and click the save icon next to the Templates dropdown. Name your template, and it’s ready for future use!

Admins can share these templates by selecting the Email Template Editor and assigning them to specific groups or users, ensuring consistent communication across your team.

Email Templates enhance efficiency, save time, and ensure consistency in your communication.

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