When setting up email and letter templates within Ready Recruit, a lot of providers find over time that when adding more and more merge fields they start to not merge correctly. It is important that you note when adding new merge fields to Ready Recruit that the merge fields being added are specific to the entity that the template is being sent from.
For example, when sending an email from a Candidate record, Employer merge fields are not going to work. The reason for this is that there are no Ready Recruit links to the Employer record from a Candidate, they are joined through the Application record. Candidates can also have multiple Application records so knowing exactly which Employer record needs to link is incredibly challenging. This works both ways from an Employer merging a Candidate name, where there may be multiple Candidates linking to an employer through applications.
Each entity has a section for merge fields available that will merge from that entity and are listed below:
- Application
- Can be merged when sending from Vacancy - Applications Tab - Bulk Actions - Send Email
- Can be merged from the Application entity itself
- Candidate
- Can be merged when sending from a Candidate Record Individually or when sending in bulk from the list page
- Company
- Can be merged when sending from a Company Record Individually or when sending in bulk from the list page
- Event
- Can be merged when sending an email directly from an Event record
- Extra Fields
- Can be merged from anywhere as these are system wide values
- Placement
- Can be merged when sending from a Placement Record Individually or when sending in bulk from the list page
- Vacancy
- Can be merged when sending from a Vacancy Record Individually or when sending in bulk from the list page