Automated actions

Automated actions can be found in the ‘Settings’ and are responsible for sending automated emails to candidates throughout the recruitment process. 

 

This page is where automated emails can be activated and edited. 

Clicking the 3 grey dots will give the option to either ‘Edit’ or ‘Activate’ the automated email. 

When an email is activated then the candidate will receive your automated message once they have reached the ‘Trigger’ event. 

The selected trigger event here is the ‘Applying’ stage. 

The ‘Time options’ mean that the automated email can be sent either immediately, or in a set time interval. 

Furthermore, when creating and automated action, you can choose a trigger step to ensure candidates receive emails at the right step of recruitment. 

This can be done by firstly clicking the green ‘New Automated Action’ button. 

Secondly, click on the arrow to view the pre existing trigger events. 

When creating an automated action, either select a trigger event already available, or create your own new one. 

To make a new trigger step, click either ‘Close’ or ‘Create action’ to exit. 

Click on ‘Workflows’ and choose the workflow you want to add a step to.  

Click one the ‘New Step’ button. 

Then click ‘New step definition’ 

Type in your new trigger event name and then click ‘Create’ to save it as a step for automated emails. 

Click the save button. 

Next, click back onto the ‘Automated Actions’ section.

After clicking the grey arrow, the new trigger event created should be visible.