Personal Email Templates

Last updated: April 24, 2026

Personal email templates allow you to create and manage your own custom email templates for interview scheduling and candidate communication. Unlike organization-wide templates that are shared across your company, personal templates are tied to your individual account and can be customized for your specific use cases.

Overview

Personal email templates provide you with:

  • Individual customization: Create templates that reflect your personal communication style and workflow
  • Easy access: Find your templates on the Email Templates page under the "My Templates" tab
  • Flexible application: Assign personal templates to specific interview rounds, interview plan stages, or job automation stages
  • Persistent ownership: Your templates remain accessible even if you change roles within the organization

Creating a Personal Email Template

Step 1: Navigate to Email Templates

  1. Log in to your candidate.fyi account
  2. Go to Templates in the side navigation
  3. Click on Email Templates
  4. Click the "My Templates" tab to view your personal templates

Step 2: Create Your Personal Template

  1. Click the "New +" button to start creating a new template
  2. In the template creation form, select the option to make this a personal template

Step 3: Fill in the Template Details

Complete the template fields including name, purpose, subject line, and body content. You can use tokens for personalization.

Step 4: Save Your Template

Click Save to add the template to your personal template library.

Using Personal Templates

Assigning to Settings

You can assign your personal email templates as defaults for:

  • Interview Rounds: Set a personal template as the default email request or confirmation template
  • Interview Plan Stages: Assign a personal template to ensure consistency in communications for specific stages
  • Job Automation Stages: Configure job automation stages to use your personal templates by default

When a personal template is used in one of these settings, you can view and preview it to see how it will appear to candidates. However, you cannot edit someone else's personal template.

Messaging in Scheduling Requests

You can also use your personal templates when sending messages within scheduling requests. Simply select your personal template from the template dropdown when composing your message.

Important Notes

  • Personal templates are linked to your individual account, not shared organization-wide

What happens if someone leaves the company and a personal template is used?

Your templates remain accessible even if you leave the organization. If a personal template is assigned to a round, interview plan stage, or job automation stage, it will continue to function and can be viewed by other team members.