Recruitment Marketing Workflows

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.

accessing workflows.gif

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.

actions icons for workflows.png

Action icon Details
Edit Click "Edit" to make changes to a workflow. Any changes will take effect straight away.
Copy Click "Copy" to create a duplicate of the workflow.
Pause Click "Pause" to pause a workflow.
Start Click "Start" to resume a workflow.
History Click "History" to view workflow history.
Analytics Click "Analytics" to view the workflow report.
Archive Click "Archive" to stop using a workflow.
Unarchive Click "Unarchive" to start using a workflow again.

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.

adding workflow steps.png

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

Action icon Details
Edit Click "Edit" (pen icon) to make changes, which will take effect straight away.
Archive Click "Archive" (bin icon) to stop using a step, but any child steps must be removed first.

editing existing workflow step.png

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