What Emails are Sent via Teamable?

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See below for a complete list of emails sent from Teamable
 

There are currently 14 different types of emails sent via Teamable ( including direct messages (company-wide templates) and product notification emails). 

Below, please find a description, subject, content, and trigger for each:

Email type 

  1. Message from Employee to Prospect 

Subject 
Join the <company_name> team

Content 
Hi,

Our company Teamable is growing rapidly, not sure about your current situation, but I thought of you as someone who'd enjoy the work and team here. Would be great to work together...
I've copied my colleague <recruiter_first_name> who can provide more details and fast-track you through the process.
Click here for more details on the role: <job_url>

<employee_first_name> <employee_last_name>
<employee_title>
<employee_email>

Trigger 
Refer: "Intros" page→ "Send Message" action 

"Open jobs" page→ Single job view → Talent Card→ "Refer" action 


Sender 

Referrer 

Receiver 
Prospect 

---

Email type 

2. Employee made referral 

Subject 

New! Referral for <Role> at <Company>

Content 

<Name>, an employee at <company> just referred a candidate for <role>.
[Referred Prospect Talent Card]
Next step? [Click here][link] to approve the referral and learn more about <candidate name>
Thanks for your help!
Teamable Customer Success

Trigger 

Refer: "Open jobs" page→ Single job view → Talent Card→ "Refer" action 

"Your network" page → Talent card → "Refer" action

 

Note: This email will only be sent when auto-approval for the job is off 

Recruiter: "Open jobs" page→ Single job view → Basic Info

Sender 
success@teamable.com 

Receiver 
Job owner(s) 

---

Email type 

3. Send LinkedIn reminder 

Subject 
One More Step to Connect LinkedIn + Teamable 

Content
<employee_full_name>, your LinkedIn fast archive should be ready! Connect your LinkedIn account to Teamable and start referring contacts today.

It's easy:

  1. Download your archive from LinkedIn(https://www.linkedin.com/psettings/member-data)
  2. Drag and drop your archive to Teamable(connect_network_url)

    Thanks for your help!
    Teamable Customer Success

Trigger 
To be sent in 10 minutes after "Go to Linkedin" button is clicked on during onboarding or in Account Settings-> Networks page.

Sender 
success@teamable.com 

Receiver 
Employee at company who has clicked on the "Go to LinkedIn" button 

---

Email type 

4. Employee pushed back to recruiter to send intro

Subject 
Update: Ready to Message Candidate for <Role>

Content 
Hi <recruiter_full_name>,

<referrer_full_name> has responded to your referral request for <job_title>
Here's what they had to say about <talent_full_name>:
{talent_card}
{ if more details by referrer }
<more_details>
Click here(link to talent page) to connect with <talent_full_name>.

Thanks for your help!
Teamable Customer Success

Trigger 
Refer:"Intros" page:"Reach out and use my name"; "Don't use my name" actions 


Sender 
success@teamable.com

Receiver 
Job owner(s) 

---

Email type 

5. Referral requests 

Subject 
<Name>, is <Prospect> a match? We have <number> other potential matches, too!

Content 
Hey <name>!

We’re looking to hire a <open role>, and your contact <Prospect name>(link) was found by <Recruiter> as a potential candidate.

Take two minutes and let us know what you think:
I’m happy to recommend <Name> and {make a quick, customized intro}[link]. I’m happy to recommend <Name>, but {delegate}[link] reaching out the the recruiter. {I don’t know}[link] <name>. <Name> is {not a good match}[link] for this role.
Here are the other potential candidates found by your recruiting team:

<Name>(link) for <Job> - {make intro}, {delegate}, {I don’t know this person}, {reject request}

<Name> for <Job> - {make intro}, {delegate}, {I don’t know this person}, {reject request}

<Name> for <Job> - {make intro}, {delegate}, {I don’t know this person}, {reject request}

<Name> for <Job> - {make intro}, {delegate}, {I don’t know this person}, {reject request}

Thanks for your help!
Teamable Customer Success

Trigger 
Workflow: "Sourced" bucket → "Send Request" button


Search page: Talent card→ "Intro" action→ "Send Request" button 

Sender 
Recruiter 

Receiver 
Talent's connector(s) who were sent intro request(s) 

---

Email type 

6. Referral approved/rejected 

Subject
<Name>, update on your recent referral

Content 
APPROVE:
Thanks for referring <Prospect> for <open role>!
Their status was recently updated:
<Prospect> has been approved as a prospect for <Job>.
Thanks for your help!
Teamable Customer Success

REJECT:
Thanks for referring <Prospect> for <open role>!
Their status was recently updated:
<Prospect> has not been approved as a prospect for <Job>.
[For rejection]: Here’s what the recruiter had to say:
[Embed “why referral was rejected”]

Thanks for your help!
Teamable Customer Success

Trigger 
Worfklow:"Action Required" bucket→ for Employee initiated flow →"Approve" or "Reject" action 

Sender
success@teamable.com 

Receiver
Referrer 

---

Email type 

7. Unsnooze 

Subject  
<Candidate name> is up!

Content 
Hey <name>!

You were looking at <Candidate name> a while back, but it wasn’t the right time. Luckily, you set a reminder:

[insert snooze reason]

View <Candidate name> and take action!

Thanks for your help!
Teamable Customer Success

Trigger 
The prospect is unsnoozed from the backend (when recruiter sets snooze and after mentioned time period candidate is unsnoozed) 

Sender
success@teamable.com 

Receiver
Recruiter who snoozed the prospect 

---

Email type 

8. Hiring Manager Review 

Subject 
Do you think they would be good for your team? 

Content 
Hey <manager_full_name>!
<recruiter_full_name> found some people who look good for <job_title >, and they’re ready to get intros. Take a minute to make sure that everything is up to your standards.
Review prospect [ review_url ]
As soon as you approve each person, the intro requests prepared by <recruiter_full_name> will be sent out, taking you one step closer to hiring a new team member!

Thanks for your help!
Teamable Customer Success

Trigger 
Search page: Talent Card → Intro→ "Add to Review" button

Workflow: Sourced bucket → "Add to Review" button


Note: "Add to Review" action can be done only when the job has Hiring Manager assigned from job's "Basic Info" page 

Sender 
success@teamable.com 

Receiver 
Hiring Manager of the job 

---

Email type 

9. Resume upload Referral 

Subject 
Complete your Application! <Referrer name> is referring you for a job at <Company name>

Content 
Hey <Candidate Name >!

I have referred you for the <Job Title> at <Company name>. You need to fill out an application to complete the referral by clicking the link below.
Complete your Application (Should link to the job description)
If you have already filled out an application on our job site, then you're all set and no further action is needed.
Our recruiting team will review your application and will get in touch with you. You should know it can take a while before you hear back (hopefully just days, but sometimes there are so many applications that it's weeks or even months).

Thank you!
<Referrer Name>

If you received this email by mistake (or you're not interested in <Job Title>), then you can safely ignore this email.

Trigger 
Refer: "Add New Resume" page - "Submit" button

Note: The email is sent when "Add resume" field is optional (set from client configs - contact Customer Success if you wish to enable this option for your account.) 

Sender 
Referrer 

Receiver 
Referred Candidate 

---

Email type 

10. Email to recruiter when referral request by Employee is Auto-approved 

Subject 
New Referral for <Job>!

Content 
<talent_full_name>(link to workflow page)
has just been referred for <job_title>
{talent_card}
<referrer_full_name>made the referral from their connected networks. The referral was auto-approved.
Next steps? Take a look at <talent_full_name>(link to workflow page). Or, you can follow up over email, if you were cc'ed by < referrer_full_name>.

Thanks for your help!
Teamable Customer Success

Trigger 
Refer:"Open jobs" page → Single job view → Talent Card → "Refer" action

"Your Network" page→ Talent Card → "Refer" action


Note: The email will be sent when auto-approval for the job is on 
Recruiter:"Open jobs" page→ Single job view → Basic Info

Sender
success@teamable.com 

Receiver 
Job owner(s) 

---

Email type

11. Email to recruiter when submitted resume was auto approved 

Subject 
New Referral for <Job>!

Content
<talent_full_name> (link to workflow page)
has just been referred for <job_title>
<referrer_full_name> uploaded <talent_full_name>'s resume. The referral was auto-approved.
Next steps? Take a look at < talent_full_name >(link to workflow page). Or, you can follow up over email, if you were cc'ed by < referrer_full_name>.

Thanks for your help!
Teamable Customer Success

Trigger 
Refer: "Add New Resume" page - "Submit" button

Note: The email will be sent when auto-approval for the job is on for that job
Recruiter: "Open jobs" page→ Single job view → Basic Info

Sender 
success@teamable.com 

Receiver 
Job owner(s) 

---

Email type 

12. Note mention email 

Subject
<Name>, you’ve been tagged in a note!

Content
<name>, you’ve been tagged in a note!
[insert note content]
reply here (link to candidate page)

Happy hiring!
Teamable Customer Success

Trigger 
User is mentioned in the note 

Sender
success@teamable.com 

Receiver 
User who is mentioned in the note 

---

Email type 

13. Direct Message to Prospect from Recruiter 

Subject 
Invitation to connect about <company_name>

Content 
Hi,

I saw you were connected to some of the most talented people at our company, and as a result,  thought you might enjoy our culture and the unique problems we're solving. 

Because of your background we thought this j<job_title> might interest you. 
Let me know if you're interested in connecting briefly to learn more about us.

if job has external url
For more details visit: < job_url >

<sender_signature>

Trigger 
Talent Card → "Messages" tab→ "Compose message" action

Workflow:"Intro Requested" bucket→ "Send Message" action


"Action Required" bucket → "Send Message" action 

Sender 
Recruiter 

Receiver 
Prospect 

---

Email type 

14. Followup message to Prospect from Recruiter 

Subject 
Following up about <company_name>

Content
Hi <candidate_first_name>,

I heard that <employee_first_name> <employee_last_name> contacted you about <company_name> so I'm reaching out to see if you would like to connect briefly to learn more?

<sender_signature>

Trigger 
Workflow:"Intro made" bucket → "Follow up" action 

Sender 
Recruiter 

Receiver 
Candidate 

Questions? Please contact Customer Success.

 
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