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.
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.
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. |
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