Customizing software emails

This article applies to organization admins in the PI2 platform.

Wish to modify emails sent from the PI software? You can customize the default messaging of these emails from the Organization Settings tab.

How to modify software emails

Log in to the PI software.
Click the gear icon in the top-right corner.
Select the "Organization Settings" tab.
Click Software Email Templates on the left-hand side.
You will land on a page titled “Software Email Templates.”
Click the dropdown and select the email template you’d like to modify.
(Optional) Select your language.
(Optional) Replace the subject line with new or updated copy.
(Optional) Replace the existing email copy with a new or updated message.
Click Save Changes.

What email templates can I customize?

You can currently customize your organization's invitation email for the PI Behavioral Assessment ("BA").

FAQ

What copy can I customize for a specific email template?

When editing an email template, you can customize the following:

The subject line of the email
The body of the email

Note: Certain email templates may have preset content that cannot be customized. Typically, any body copy you customize will be placed below any preset copy in the email, where applicable.

Can I customize the sender name for an email template?

No. Currently, it is not possible to customize the sender name for a specific email template.

By default, the sender name for most emails sent from the PI2 software will be your organization name, as spelled/formatted in the top-right corner of the software.

Note: If your organization name is incorrect or outdated, please reach out to your PI consultant so they can update it for you.

I don't see an option to customize email templates. Why?

You must be an organization admin to customize email templates.

If I customize an email, will those changes impact others at my organization?

Any changes you make to an email template will apply to all emails of that type sent out by your organization.

Example: An organization admin changes the default copy for the PI Behavioral Assessment email. If a recruiter uses PI Hire to send the BA to a candidate, the email sent to the candidate will contain the new language set by the org admin.

When I select a template, I don't see any text in the "subject" or "message" fields. Why?

If you don't see any text in these fields, it means you're currently using the default language from PI for the selected template.

You can override this language by typing your own custom copy into the subject and message fields.

Can I customize the invitation emails to specific PI products (Inspire, Perform, etc.)?

No. Currently, the only email template you can customize from Administration is the Behavioral Assessment invitation email. All other emails — including invitation emails to each of the 5 PI products — cannot be customized at this time.

Exception: If you're emailing candidate reports from Hire or employee reports from Inspire, you will have an opportunity to customize the accompanying email before you send those reports. (This is done directly from Hire or Inspire, and does not require organization admin access.)

Why is English the only email template language available?

More languages will be added over time.