Create office-specific email templates

Permissions: Job Admins, who can manage company email and social media templates, and Site Admins

Product tier: Available for Advanced and Expert subscription tiers

Office-specific email templates provide additional filter criteria to email templates so that users can avoid scrolling through irrelevant templates designed for other offices.

To create a new template, click the Configure icon Icon Configure  in the upper right-hand corner and navigate to Email Templates on the left-hand panel.

Screenshot of email templates menu item

Check the box next to Enable Office-Specific Templates.


Once office-specific templates are enabled, you can assign new or pre-existing email templates to a specific office or multiple offices. 

Note: Any pre-existing email templates created before the option was enabled will default to Anywhere and must be edited manually.

To update a pre-existing email template so that it is assigned to a specific office(s), navigate to the template and click the Edit icon edit.png in the same row.

Screenshot of edit button

From the Edit Custom Email Template page, uncheck the box next to Anywhere. Use the Office field to select one or more offices from the dropdown menu.

Screenshot of office field

When you have finished editing the email template, click Save at the bottom of the page.

With office-specific email templates enabled and configured, users can select an office when sending emails to filter the list of available templates to choose from.