Recruitment Marketing Public

A Workflow is a series of automated actions triggered by a specific candidate event, for example, completing a particular call-to-action (CTA) or progressing to a different stage in the ATS. By automating outreach at key touchpoints on the candidate journey, Workflows encourage the growth of a better-informed and more engaged talent network. This leads to more effective, more efficient recruiting overall.

The Sequences feature takes the platform's workflows tool to the next level, bringing together proven drip-marketing techniques with Recruitment Marketing's own automation functionality. Leveraging our sophisticated Emails feature, users can construct and activate a series of personalized emails, delivered to candidates at intervals chosen by you, with just a few clicks.

Creating a new workflow sequence

1. From the side menu, under CRM, click Emails.
2. From the Email Type drop-down, select Campaign.
3. Click the New button.
4. Name your email. Bear in mind that delivery of this email will act as the trigger for the automated sequence.
5. Select an email theme.

6. Click the Save button.

   

7. Edit the email as required, and click the Next Step button to proceed to the Settings, Preview tabs, filling out the relevant fields on each screen.
8. On the Sequences page, select the Set up a sequence option, then additional fields will display.
9. Enter a name for the email sequence.
10. Set the delay between emails.

11. The Workflow Emails are previously created emails that will serve as the drip-marketing campaign or sequence collateral.
    If you need to create some new workflow emails, refer to Creating and sending emails.

    

12. Click the Save button to generate the sequence and return to the Sequences page, where you can click the name or Edit icon to review it.

Example

The screenshot below illustrates the Sequence generated using the above configuration.

Additional actions

• If you wish to add a step to manage those candidates who do fulfil the if/else branch rule, i.e., Candidate replied is equal to true, you can do so by clicking the New icon on the Yes branch highlighted below (# 1).

• If you wish to edit or delete a step, you can do so using the appropriate step tools highlighted below (# 2).

  

• As indicated by the green dot alongside the heading Workflow (first step), the sequence will be live by default. You can pause it at any time by navigating to the main Workflows page and clicking the Pause icon.