> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://staging.chrisp.chat/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Editing automated candidate email templates You can now view and edit the automated emails sent to your referrals/candidates from within your portal. There are two emails which are sent, depending on the settings of the position applied for: * **Unfortunately, your application cannot be processed -** this is sent if the role has auto-rejection for overseas referrals/candidates turned on and the candidate answers no to having permission to live and work in the country (click [HERE](https://support.carefriends.co.uk/en/articles/6362389-managing-overseas-candidates) to find out more) * **Candidate expresses interest -** this is sent to all referrals/candidates who are not auto-rejected Personalising these emails welcomes and instils confidence in people choosing your company, and strengthens your connection with them, allowing you to showcase your organisation's strengths. ❗**Editable on the select plan only-** contact us at [[email protected]](/cdn-cgi/l/email-protection#85f6f0f5f5eaf7f1c5e6e4f7e0e3f7ece0ebe1f6abe6eaabf0ee) to find out more about upgrading! **Step-by-Step guide:** ❗FYI - Only portal users with **manage account settings** permissions can edit a template Click **Settings** at the bottom left then **Templates:** [![](https://storage.crisp.chat/users/helpdesk/website/-/8/5/b/c/85bc77b8e55ce000/13c3ebac-2e72-455b-9f5c-0b5cc4_1kjd0ue.png)](https://downloads.intercomcdn.com/i/o/myurolee/2485374437/441c890668442ad1411068e5820b/image.png?expires=1790069400&signature=f028224e9a5d5ea9d2a5dde666d1c84cef3e659e64e0ed88f08656dda03c9d3d&req=diQvE8p5mYVcXvMW1HO4zRKsyB1PL2jDEqgqRRB2O3DqLvrj%2FAPLxKlM7b%2Fo%0Ad99F%0A) Click the **Three-dot icon,** then **Edit:** [![](https://storage.crisp.chat/users/helpdesk/website/-/7/1/c/5/71c526b70578d000/f5609314-9d35-4f38-9189-879a93_dn8m1k.png)](https://downloads.intercomcdn.com/i/o/myurolee/2485413703/c1b5551e1568b592c30b10aa6c81/image.png?expires=1790069400&signature=9db75983123b53292293228e4ec205d5f2a000931cb166c531c3516680c4ff86&req=diQvE81%2FnoZfWvMW1HO4zVxVmu4JSbWrfo9IYROKVFfIJYrhYHna%2BORAD0OE%0AtgkP%0A) 3. From here, you can update the **sender, subject and message** for each template. To update the sender, type the name of the user and select from the drop-down menu: [![](https://storage.crisp.chat/users/helpdesk/website/-/b/4/4/5/b445bb75b2eed000/d661dc77-065c-48d4-a0ed-6c8a0d_1r92lt6.png)](https://downloads.intercomcdn.com/i/o/1128080568/4fbdb34166c85aae3268c34c/image.png?expires=1790069400&signature=89a4b744cc4c569d16fe0fb986b80d16f8dfbda94b42c0196c87cafae11c9caa&req=dSElHsl2nYRZUfMW1HO4zRqTlvFB2u1KMjqsDgyhNba1yivERd7xa%2Buam6f8%0ALLI%2F%0A) Click the **Subject** field to edit: [![](https://storage.crisp.chat/users/helpdesk/website/-/2/1/4/9/21496af1775c9600/4f7dcfea-30ae-4363-8a75-899d67_oq66l2.png)](https://downloads.intercomcdn.com/i/o/myurolee/2488248202/c06a14023b9d3b417ba25035a041/image.png?expires=1790069400&signature=e2346d9c7fec066aea69b9a74209471c921f9f45ab73a213e6c2b1c53ea4bfad&req=diQvHst6lYNfW%2FMW1HO4zQK%2BJoYfRd4uXH3uYhHfd5sDWx4UGm%2Bspvv6jOEg%0AHn2s%0A) Click the **Message field** and edit as desired. In this field, you can select bold, bullet points and emojis: [![](https://storage.crisp.chat/users/helpdesk/website/-/2/d/e/b/2debfe34e57e4000/f6d5fd74-291f-40d4-b52f-6a7b09_1sw0k2j.png)](https://downloads.intercomcdn.com/i/o/myurolee/2488275516/37fae3929192d5e914fcfc5024ac/image.png?expires=1790069400&signature=df6f6bd6cf1d21741291ef85208c2ebcea250d639378576af3fcfa2fe11be38f&req=diQvHst5mIReX%2FMW1HO4zR6p9r334%2F5ky2oWu5RnXSpNDfwM766s9DfFSTIW%0AxTRg%0A) To add a hyperlink, click the link icon at the top of the message field: [![](https://storage.crisp.chat/users/helpdesk/website/-/7/b/e/7/7be7db40a7666000/9fc8cd05-61ea-4689-bf71-fd2e9f_17u8fa5.jpg)](https://downloads.intercomcdn.com/i/o/1129421902/039d2230db2d82386ec9891c/Custom+email+templates+-+designs.jpg?expires=1790069400&signature=16a28ca4f2191b99cb2a44d3501fe652ef0e62ebc19d226d4e3bbbeabbcd19f2&req=dSElH818nIhfW%2FMW1HO4zWB1vz1CpDx31XCMvrQkwORAUVzWy%2F6JOlNQzKKQ%0AiS7OdLzc3Yg27SJieSk%3D%0A) 7. To edit the autofill options, simply click on **'Insert Custom Field'** and select the desired option. When the email is sent, the correct values will be displayed depending on the candidate and the job applied for. Custom fields include: Candidate first name, sender full name, job title and organisation name: [![](https://storage.crisp.chat/users/helpdesk/website/-/4/4/4/e/444ee4e9caf7ec00/6f0ae5bc-bcf2-4406-a782-72ee80_2274n.png)](https://downloads.intercomcdn.com/i/o/1127894475/63de7ffedb6ee19882c8eaab/image.png?expires=1790069400&signature=670b02c373b96e58f1f84f882a33c59373035c011ad9de4d6fce30011ef3e50b&req=dSElEcF3mYVYXPMW1HO4zbyZLEzL3gMQ9bfDkHtYr0js%2B%2BX9ifKwrB5ZtV3p%0Au8ml%2FpAGxCNDOvO3j6Y%3D%0A) 8. Click **Save:** [![](https://downloads.intercomcdn.com/i/o/myurolee/2488277223/21b2580548f91b84e05dbc82e1b8/image.png?expires=1790069400&signature=9ec9f620139ccbf2f94c273c799f2401c7916b73b332431242d2ec8fb381d1ba&req=diQvHst5moNdWvMW1HO4zYEWxFpNw4pOwV%2BljXntuaICjvvq2%2FfownwOBWqI%0AB%2FXJBRSIzHAl0C4HH%2Fo%3D%0A)](https://downloads.intercomcdn.com/i/o/myurolee/2488277223/21b2580548f91b84e05dbc82e1b8/image.png?expires=1790069400&signature=9ec9f620139ccbf2f94c273c799f2401c7916b73b332431242d2ec8fb381d1ba&req=diQvHst5moNdWvMW1HO4zYEWxFpNw4pOwV%2BljXntuaICjvvq2%2FfownwOBWqI%0AB%2FXJBRSIzHAl0C4HH%2Fo%3D%0A) And that's it! You have now edited your automated email templates. ### Top Tips! **✅Ways this could be useful- Referrals/candidates who are suitable to progress:** * Hyperlinks: Link to the company website, book interviews online or upload any ID needed for the recruitment process. * To advise regarding the next steps, time frames and what to expect at the interview. * Job-specific application information: As the template is set for all jobs -it can include different job roles and necessary information for each. * Additional information regarding the company, a testimonial or even to personalise the email to allow candidates to experience a more 'friendly' approach to your organisation. This will ensure your email sticks out from other potentially generic replies the candidate may have received previously. ❌**Referrals/candidates that are unsuitable for the applied role:** * If they're a good fit for a different position, make sure to keep them in the pool of potentials and don't let them slip away! * Instead of simply informing them that they are not suitable, kindly explain the reasons why or provide links to any relevant job openings at your organisation that may be a better match for them. ~Eg: they need sponsorship, postcode radius, more suitable, non-driver, etc. 🤔Looking for inspiration on how to customise your templates? Click [HERE](https://support.carefriends.co.uk/en/articles/9674392-example-automated-email-templates) for some examples. ​**​What's next?** * [Managing overseas referrals/candidates](https://support.carefriends.co.uk/en/articles/6362389-managing-overseas-candidates)