Recruitment Marketing Public

A Workflow is a series of automated actions triggered when a candidate completes a call-to-action. By automating important steps in the nurture stage of the recruitment marketing process, Workflows in Recruitment Marketing allow for more effective, more efficient recruiting overall.

For example, when a candidate completes a call-to-action that asks them to register their interest in a recruitment event, you could create a workflow that automatically sends an email to that candidate acknowledging their registration.

You can choose whether to have your workflow triggered by any/all candidate(s) who complete a particular call-to-action or by those candidates who complete that call-to-action and meet additional criteria.

Managing workflows

Workflows can be accessed from the side menu under the CRM section.

Creating workflows

• Creating an auto-nurture workflow: For information on how to use as well as create an automated workflow to encourage candidates to revisit and complete a job application, refer to Creating an auto-nurture workflow.
• Creating a workflow: For information on how to create a workflow and its steps, refer to Creating a workflow.

Searching

Workflows can be searched via:

• Name
• Call to Action
• Company Tag
• Projects
• Web Campaign
• Chatbot Intent
• Enabled/Disabled status
• Archived/Unarchived status.

Actions icons

On the right of every call-to-action will be a list of "Actions" that you will be able to select from when required. On-screen tool tips will also appear when your mouse hovers over each icon.

Managing workflow steps

Workflow steps consist of a sequence of automated tasks triggered when a candidate completes a call-to-action.

When creating a new Workflow, you can click the "New" (plus sign icon) button to create a new workflow step.

When a workflow step is added, the following action icons are available: