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Create a Track template

  1. From the navigation bar, click Track.
  2. Click Templates. The Templates page opens.
  3. Click +CREATE NEW.
  4. In the Name field, type a name for the template. Make it descriptive so you can easily identify it.
  5. In the Subject field, type text that describes the email's purpose. Candidates see the subject field when they receive emails.
  6. In the Body field, compose the email.

    Tip: Outreach Insights provides insights on how to optimize your message score.

  7. (Optional) If you want this email template to be private (only you can view and access it), click the Private check box.
  8. (Optional) Click Add Follow Up if you want the system to send out a follow-up email if a candidate does not respond within a certain number of days (you can choose the time frame).
  9. Click Save. The email template is now available when you click the Templates drop-down when composing a message: The email compose window with the Template menu open, listing your templates and your team's templates