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Customizing software emails

Learn how to customize software email templates in The Predictive Index, such as the invitation email to take the PI Behavioral Assessment.

Updated in the last 15 minutes

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

  1. Navigate to Organization Settings.

  2. Click Software Email Templates on the left-hand side.

  3. You will land on a page titled “Software Email Templates.”

  4. Click the dropdown and select the email template you’d like to modify.

  5. (Optional) Select your language.

  6. (Optional) Replace the subject line with new or updated copy.

  7. (Optional) Replace the existing email copy with a new or updated message.

  8. 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

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.

Why is English the only email template language available?

More languages will be added over time.

Additional support

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