InsightHireHelp Center

Notifications

Per-user notification preferences, email templates, journey emails, and digest delivery.

InsightHire separates who gets notified (user preferences) from what gets sent (org email templates and branding). This page covers both layers.

User notification preferences

Settings → Notifications (/dashboard/settings/notifications) is available to every signed-in user — not admin-only. Each user controls their own delivery frequency per event type.

Event types

KeyLabelDescription
candidateSyncedCandidate Synced from ATSNew candidate from LinkedIn, Greenhouse, Indeed, etc.
invitationSentPre-Screen Invitation SentYou sent a video pre-screening invite
assessmentCompletedPre-Screen CompletedCandidate finished async journey
candidateScoredCandidate Scored/EvaluatedAI scoring finished
statusChangedStatus ChangedCandidate moved stages (qualified, rejected, …)
poolAdditionAdded to Candidate PoolCandidate added to talent pool
highScoreAlertHigh-Score AlertCandidate exceeded org score threshold

Frequency options

Each event supports four modes:

ModeBehavior
ImmediateEmail sent as the event occurs
Daily DigestBundled into end-of-day digest
Weekly DigestBundled into weekly summary
DisabledNo email for this event type

Preferences persist to users.preferences.notifications via trpc.user.updateProfile. The page loads from the auth context on mount.

Digest emails

Daily and weekly digests aggregate eligible events per user based on their frequency choices. Digest HTML is generated server-side with org branding tokens. Platform admins can preview digest templates from InsightHire Admin.

High-score alerts default to Immediate — most teams want real-time signal on top candidates.

Org email templates

Transactional content is edited separately from notification frequency:

SurfacePathScope
Email templates/admin/email-templatesJourney, invite, rejection, offer, custom
Email settings/admin/email-settingsMailgun domain, default sender, deliverability

Templates support:

  • CategoriesJOURNEY_TRANSITION, invite, assessment, custom, etc.
  • StatusDRAFT vs published
  • Version historyemail_template_versions for rollback
  • Merge tokens — candidate name, position title, journey link, org branding
  • Sharing — share templates with specific team members

New orgs receive seeded default templates during platform provisioning (seedIntegrationDefaults / org backfill procedures).

Template + branding merge order

  1. Template body HTML
  2. Org branding footer (Settings → Branding → custom footer, support email)
  3. From name / reply-to from branding + email settings

See Branding for footer and sender configuration.

Journey emails

Journey-related emails are the highest-volume candidate touchpoints:

EmailTrigger
Journey invitationRecruiter invites candidate or auto-invite on apply
Journey reminderScheduled reminder for incomplete sessions (JOURNEY_REMINDERS queue)
Journey continuationDeep link to resume incomplete journey
Completion confirmationCandidate submits final step

Journey emails require valid Mailgun configuration on the API (MAILGUN_API_KEY, domain). Platform admin health checks flag missing Mailgun as a journey email failure risk.

Editing journey templates

  1. Open /admin/email-templates
  2. Filter by category Journey / JOURNEY_TRANSITION
  3. Edit subject and body; use preview with sample merge data
  4. Publish — draft templates are not sent in production

Link journey nodes can specify custom template overrides per step in the journey builder (/dashboard/journeys).

Pipeline and task emails

With custom_pipelines, automations can SEND_CANDIDATE_EMAIL or NOTIFY_USERS using template IDs. Task assignment emails fire from tasks router via sendTemplateEmail.

These respect the same Mailgun + branding pipeline as journey mail.

In-app vs email

Most notification types are email-first. The dashboard activity feed and review queue provide in-app equivalents for scoring and status changes — notification preferences do not suppress in-app data.

Admin vs user scope

SettingWho configuresPath
Notification frequencyEach user/dashboard/settings/notifications
Template contentOrg admin/admin/email-templates
Sender domainOrg admin/admin/email-settings
High-score thresholdOrg adminOrganization settings / scoring config

Troubleshooting

IssueCheck
No emails at allMailgun keys; email settings domain verification
Wrong footer/senderBranding + email settings
Digest emptyEvents occurred but user chose Disabled; timezone boundaries
Journey invite not sentTemplate published? Mailgun logs in platform admin
Immediate still delayedQueue worker backlog; check API logs