Recruitment Marketing Public

A Workflow is a series of automated actions triggered when a candidate

• completes a call-to-action,
• receives an ATS status update or, as this document will demonstrate,
• when a candidate fulfils a specific Chatbot intent.

Depending on how the workflow has been configured, when a candidate is responsible for or subject to any of the above, the system will activate to perform one or more actions which include:

• delivering an automated email to either the candidate or a team member, and
• delivering an SMS text message.

This article explains how to set up the Chatbot and Workflow feature so that growing your talent network, as well as tracking and communicating with candidates who join, is a fully automated process.

Ensure that your talent network Chatbot intent has been correctly set up and enabled, as below. For more information refer to Using the Chatbot.

Creating the workflow

1. From the side menu, under CRM click Workflows.
2. Click the New button.
3. Enter a name for the workflow.
4. From the What should trigger this Workflow drop down, select Chatbot intent fulfilment.
5. From the Please Choose the Chatbot Intent drop down, select Join Talent Network.
6. Click the Save button.

Creating the workflow step - time delay

1. On the Workflow page, click the New icon to add your first Workflow step.
2. From the What kind of workflow step would you like drop down, select Delay
3. Enter the time to pass before the candidate receives their email acknowledgement, using the Days, Hours and Minutes fields.
4. Click the Save button to return to the Workflow screen.

Creating the workflow step - candidate email

1. Back on the Workflow page, beneath the Delay next step item, click the New icon.
2. From the What kind of workflow step would you like drop down, select Email to have the system send an automated email to all candidates who fulfil the chatbot intent.
3. From the Who should receive the email drop down, select The Candidate.
4. Select the sender from the drop down.
5. Select which email will be sent.
6. Click the Save button to return to the Workflow screen which should now be similar to this:
   
   
   
   
7. You could add another step to send an email notification to a team member to alert them when a candidate fulfils the talent network chatbot intent. This could be done by repeating step 1 to choose a workflow and in that case, selecting A Team Member as the recipient.
   
   
   
   

Creating the workflow step - team member email

You could add another step to send an email notification to a team member to alert them when a candidate fulfils the talent network chatbot intent.

1. At the Workflow page, beneath the Send email item, click the New icon.
2. From the What kind of workflow step would you like drop down, select Email.
3. From the Who should receive the email drop down, select A Team Member.
4. Select the sender from the drop down.
5. Click the Save button to return to the Workflow screen.