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

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
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:

Download your archive from LinkedIn(https://www.linkedin.com/psettings/member-data
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
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
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



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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