Template Buildedr
Note: Only users with the Administrator role can access this section.
The Template Builder lets you create and manage email communication templates for automated events within Minotaur — like candidate referrals, onboarding notifications, placements, and more. You can use multiple languages and dynamic placeholders to personalize each message.
Accessing the Template Builder
- Go to Administration in the left navigation sidebar.
- Under Template Builder, click Manage Template Builder.
Template Builder Layout
The Template Builder has two panels:
Left Panel — Template List: - Search templates — Find an existing template by name - Show All checkbox — Toggle to display all templates, including system templates - Add New + — Create a new template - Template list showing each template's name, event type, and last modified date - Edit (pencil) and Delete (trash) icons next to each template
Right Panel — Template Editor: Where you create or edit the selected template.
Available System Event Templates
These event-based templates come by default:
| Template | Event |
|---|---|
| CandidateReferral | CandidateReferral |
| Sample Template | Custom |
| CandidateOnboarded | CandidateOnboarded |
| CandidateHired | CandidateHired |
| CandidatePlaced | CandidatePlaced |
You can also create custom templates with a Custom event type.
Creating a New Template
- Click Add New + in the left panel.
- Enter a Template Name (required).
- The Event Name field will auto-populate based on the event type, or you can set it to Custom.
- In the Placeholder section, select the category of variables to insert:
| Tab | Available Placeholders |
|---|---|
| Candidate | {{CandidateName}}, {{CandidateFirstName}}, {{CandidateLastName}}, {{CandidateReference}}, {{CandidateDob}}, {{CandidateEmailAddress}}, {{CandidatePhone}}, {{CandidateCreatedDate}}, {{CandidateCurrentCompany}}, {{CandidateCurrentPosition}}, {{CandidateYearsOfExperience}}, and more |
| Job | Job-related dynamic fields |
| Client | Client-related dynamic fields |
| Activity | Activity-related dynamic fields |
Tip: Use Search Placeholder to quickly find a specific variable. Click the copy icon next to any placeholder to copy it to your clipboard — then paste it into the Subject or Content field.
Select the language tab to enter content for:
- English
- Spanish
- Portuguese
Fill in the Subject (required) and Content fields using the rich text editor. Insert placeholders as needed.
- Click Save to save the template, or Cancel to discard changes.
Editing a Template
- In the template list, click the pencil (edit) icon next to the template you want to modify.
- Update the Template Name, Subject, or Content as needed.
- Click Save to apply your changes.
Deleting a Template
- In the template list, click the trash (delete) icon next to the template you want to remove.
- Confirm the deletion when prompted.
Note: System event templates (like CandidateReferral, CandidateHired) should be edited carefully, since they're used for automated communications triggered by platform events.