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
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
Updated on: 14 / 01 / 2021