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.

For information on how to use an automated workflow to encourage candidates to revisit and complete a job application, refer to Creating an auto-nurture workflow.

Managing workflows

To access: From the side menu, under CRM click Workflows.

Searching

Workflows can be searched via:

• Name
• Call to Action
• Web Campaign
• Enabled / Disabled status
• Archived / Unarchived status

Actions icons

• Edit - click to make changes to a workflow. Any changes will effect straight away.
• Copy - click to create a duplicate of the workflow
• Pause - click to pause a workflow
• Start - click to resume a workflow
• History - click to view workflow history
• Analytics - click to view the workflow report
• Archive - click to stop using a workflow
• Unarchive - click to start using a workflow again

Managing workflow steps

Click the Add button to create a new workflow step at that point.

On an existing workflow step, are icon options to:

• Edit - click to make changes, which will effect straight away.
• Archive - click to stop using a step but any child steps must be removed first.