Template Library

Template Library

Templates are a great way to utilize the chat features available in PivotCX. Here are some of the more common templates utilized by our clients in the platform. Feel free to take them and turn them into a template that works for you! 

If you need any additional assistance, please don't hesitate to contact your PivotCX CS Rep!

To learn more about adding templates to your PivotCX team, you can visit our help article on templates here

To add a touch of personalization, add a shortcut to your template, as shown below. Learn more about shortcuts here

Example Templates

Intro - Acknowledgements (no response required)

Hi, $firstname! Thank you for applying to $title. Your application has been received.

Hi, $firstname! Thank you for applying to $title. Please check your application status here [URL]

Intros

Hi, $firstname! My name is $myname, and I’m a Recruiter with $teamname. How are you today?

Hi, $firstname! I’m showing you’ve applied for a $title position with us at $teamname. Are you still interested in a position with us?

Thank you for your interest in a $title position with us! May I ask you a few questions and send your responses to our hiring team?

Closing

Thank you for your time and interest! I’d love to schedule a time for an interview. Please select a time that works for you using this link! [URL]

Thank you for your time today! I’ve sent your information over to our hiring team for review.

Screening

How many years of experience do you have in this field?

Do you have the license required for this role?

Are you able to lift 50 lbs?

Are you authorized to work to work in the US?

This position would be an in-office/hybrid position. Would that work for you?

The hours for this position would be [Hours] [Days]. Does that work for you?

Are you interested in a Full-Time or Part-Time position?

KOs

Thank you for your time and interest. We are requiring more experience at this time. Can we reach out if anything changes?

That is a requirement at this time. Can we reach out if anything changes?

    • Related Articles

    • Chat Templates

      Templates are shortcuts you can create and use to turn into expanded texts. This reduces the need to type a lengthy or frequently-used sentence constantly. Furthermore, you can create new templates to suit your needs. Templates Video Tutorial Here's ...
    • Chat Command: ^upload

      Copy a one-use file upload link to your clipboard. The link then directs you to a page where you're able to upload a file. You can upload transcripts, certifications, or other documents that are 10MB maximum. If you need to upload more than one file, ...
    • Chat Command: ^deliver

      The deliver command is used to send a candidate or contact to another user or team and to wrap up a conversation. When you do a delivery, we record statuses for the conversation which enables us to report on conversation outcomes. You can deliver to: ...
    • Right-Hand Panel Layout in Chat View: Candidate Info, Templates, Actions, and Notes

      Chatting has now become much easier than before with the new action tabs. These tabs can be found in the right-hand panel of your chat view. The new action tabs have been designed to enable users to view and access a range of options with ease. These ...
    • Chat Shortcuts/$variables

      Description Variables make messages more personal and help you get more done in less time. Instead of writing out a name, email address, job title, or other information already in PivotCX, you can type a variable, and PivotCX will automatically ...