Email Templates
Email templates let you control how candidates hear from you, from the first interview invitation to reminders and resume requests. Writing in your own tone and sending from your company domain helps keep every message consistent, professional, and on-brand.
Prerequisites
Make sure you have:
📨 A verified sender email set up in HeyMilo (e.g.,
[email protected])Sender emails are managed under Email Templates → Sender Domains.

Create and Manage Email Templates
Step 1 Go to Email Templates
From your HeyMilo dashboard, navigate to:
Outreach → Email Templates

Step 2 Create a New Template
Click Create Template, then:

Enter a Template Name (for example, “Customer Support – Interview Invite”)
Select a Template Type:
Web Interview Invitation: sent when a candidate is invited
Web Interview Nudge: reminder for incomplete interviews
Web Interview Final Nudge: final reminder before the interview window closes
Resume Upload Invitation: request for a resume
Resume Upload Reminder: reminder to upload a resume
Add a Subject line
Write your email content using the editor
Use Preview to check formatting
Click Create Template to save
Step 3 Create a Template Group
Template groups bundle multiple templates together so they can be reused across roles or clients.

Click Create Group
Enter a Group Name (for example, “High-Volume Staffing Roles”)
(Optional) Select a Sender Email
Select one or more templates to include
Click Create Group
Step 4 Apply a Template Group to an Interview Experience
When creating or editing an interview experience:

You can include template groups during Interview Setup
Open Communication & Branding
Select your Email Template Group
Save your changes
All candidate emails for that interview will now use your templates.
If a specific template type is missing, HeyMilo automatically falls back to the system default.
Example Email Templates
Below are sample templates you can adapt based on your hiring needs.
Web Interview Invitation 1
Web Interview Invitation 2
Web Interview Nudge
Web Interview Final Nudge
Resume Upload Invitation
Best Practices for Email Templates
✅ Keep subject lines short and clear so they display well on mobile
✅ Use variables to personalize messages and set expectations
✅ Include a clear deadline using {{days_to_complete}}
✅ Match your tone to the role (formal for corporate, concise for staffing)
✅ Test templates before applying them to live interview experiences
✅ Group templates by role, client, or program to stay organized
If a template type is missing from a group, HeyMilo will automatically use the system default for that message.
Additional resources
For additional information not covered here, or if you need live assistance, reach out to [email protected].
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