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Organization · Settings

Email Templates and Custom Variables

Customize automated candidate emails (rejections, interview confirmations, offers) and define org-level merge variables reused across all templates.

The Communications settings page lets you customize the subject line and body of every automated email Intervy sends to candidates and interviewers. Merge variables — both system-provided and custom — are substituted at send time so each recipient receives a personalized message.

Prerequisites#

Template types#

Six templates are available, each targeting a specific event in the hiring pipeline:

TemplateSent to
RejectionCandidate
Interview confirmationCandidate
Interview reminderCandidate
Interview briefInterviewer
OfferCandidate
Offer reminderCandidate

Every template ships with a system default. Your edits layer on top — the default is always recoverable.

Editing a template#

Step 1 — Open the Communications page#

Navigate to Settings → Communications. The left rail lists all six template types. Select any type to load its current subject and body into the editor.

Step 2 — Edit the subject and body#

The editor shows a Subject field and a Body area. Both support plain text and merge variable tokens in {{namespace.field}} syntax. Use the @ button next to each field to open the variable picker and insert a token without typing it manually.

Step 3 — Save changes#

Select Save changes. The button is only active when the draft differs from the saved template.

Step 4 — Send a test email#

Select Send test to open the confirmation dialog. Intervy sends the current draft with sample merge data to your own account email address.

Step 5 — Reset to the system default#

If you have a custom override saved, select Reset to default to restore the bundled template. A confirmation dialog warns that your edits will be lost.

System merge variables#

Each template type supports a fixed set of system variables. The variable picker groups them by category.

Available variables by template#

The variable picker shows only the fields that apply to the selected template. The table below lists every available token per template type.

TemplateAvailable tokens
Rejection{{candidate.first_name}}, {{candidate.last_name}}, {{candidate.email}}, {{position.title}}
Interview confirmation{{candidate.first_name}}, {{candidate.last_name}}, {{candidate.email}}, {{position.title}}, {{interview.scheduled_at}}, {{interview.duration_minutes}}, {{interview.interviewer_name}}, {{interview.meeting_url}}
Interview reminder{{candidate.first_name}}, {{position.title}}, {{interview.scheduled_at}}, {{interview.interviewer_name}}, {{interview.meeting_url}}
Interview brief{{candidate.first_name}}, {{candidate.last_name}}, {{candidate.cv_url}}, {{position.title}}, {{interview.scheduled_at}}, {{interview.duration_minutes}}, {{interview.meeting_url}}
Offer{{candidate.first_name}}, {{position.title}}, {{offer.salary}}, {{offer.start_date}}, {{offer.expires_at}}
Offer reminder{{candidate.first_name}}, {{position.title}}, {{offer.expires_at}}

Custom variables (under the org namespace) are available in every template.

Optional fallback syntax#

Append |"fallback text" to any token to provide a default when the value is empty:

{{candidate.first_name|"there"}}
{{interview.meeting_url|"Your interviewer will share the link separately."}}

Custom variables#

Custom variables are org-level values you define once and reuse across all templates. They resolve under the org namespace: {{org.variable-name}}.

Adding a custom variable#

  1. Select Manage variables on the Communications page.
  2. In the side panel, select Add custom variable.
  3. Fill in the fields:
    • Name — a kebab-case identifier used in tokens (e.g. signoff produces {{org.signoff}}).
    • Label — a human-readable display name shown in the variable picker.
    • Type — one of Single-line text, Multi-line text, Email address, or URL.
    • Value — the text substituted when the token appears in an email.
  4. Select Add variable.

Editing or renaming a custom variable#

Open Manage variables, locate the variable, and select the edit icon. You can change the label, type, value, and name. Renaming a variable updates its name everywhere it is referenced — but only in new emails. Any emails already sent retain the text that was substituted at the time.

Deleting a custom variable#

Open Manage variables, select the edit icon next to the variable, and choose Delete. Deleted variables leave their tokens in saved templates as literal text — the token renders as an empty string when the next email is sent.

Permissions reference#

ActionPermissionDefault roles
View templates and custom variablesemail_templates:view
Admin
Edit templates and manage custom variablesemail_templates:manage
Admin

Troubleshooting#

Save rejected with "contains an unsupported token" — One or more tokens in the subject or body are not recognized. Open the variable picker (@) to see which tokens are valid for this template type, or check that the custom variable name is spelled exactly as it appears in Manage variables.

Reset to default is not available — The button only appears after you have saved at least one custom edit to the template. System defaults cannot be reset because there is nothing to revert.

Variable name already taken — Each variable name must be unique within your organization. Choose a different name or edit the existing variable instead.

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