PlacementFlow sends emails on your behalf. This guide covers how to customize templates, add your branding, and configure signatures.
Templates use {{variable}} placeholders that get replaced with real data when emails send:
| Variable | What It Inserts |
|---|---|
{{candidateName}} | Candidate's full name |
{{candidateFirstName}} | Candidate's first name |
{{jobTitle}} | Position title |
{{companyName}} | Client company name |
{{interviewDate}} | Interview date and time |
{{interviewDuration}} | Interview length (e.g., "45 minutes") |
{{bookingLink}} | Link for recipient to select times |
{{rescheduleLink}} | Link to reschedule |
{{recruiterName}} | Your name |
{{agencyName}} | Your agency name |
Add formatters after a pipe for special formatting:
{{interviewDate|date:MMMM d, yyyy}} → January 15, 2025
{{salary|currency:GBP}} → £65,000
Upload your agency logo in Settings → Branding:
Set your brand color (hex format like #3B82F6) to customize:
Toggle whether your branding appears on public pages. When disabled, pages show PlacementFlow branding instead.
Configure your email signature in Settings → Email Customization:
The signature automatically includes your name from your profile. You can add phone number and title.
Different situations use different templates:
| Template | When It's Used |
|---|---|
| Interview Invitation | Inviting someone to schedule |
| Interview Reminder | Day-before and hour-before reminders |
| Interview Follow-up | After the interview completes |
| Panel Invitation | Multi-person interviews |
| No-Show Follow-up | When someone doesn't attend |
| Client Feedback | Requesting candidate reviews |
For outreach campaigns, choose from preset follow-up timing:
| Preset | Follow-up Timing |
|---|---|
| Standard | 2, 5, 10 days |
| Relaxed | 3, 7, 14 days |
| Urgent | 1, 3, 7 days |
| Two-Touch | 3, 7 days |
| Single | 3 days only |
Select the pace that matches your role's urgency.
Before using a new template:
This sends a test email to yourself so you can verify formatting and variables before real sends.
Once you've configured your branding and templates, all outgoing emails automatically use your settings. Your logo appears on booking pages, your colors style the buttons, and your signature closes every message.