Recruitment Marketing Public

A User Triggered Workflow is a series of automated actions that are triggered when the candidate is added to the workflow by a team member within the Recruitment Marketing module.

These workflows are incredibly powerful and flexible, and can be used to automate many types of activities, such as:

• Candidate nurture email sequences.
• Automation of common manual user tasks.

Creating a user triggered workflow

Refer to the article on Creating a workflow for guidance and information.

Adding a candidate to a user triggered workflow

You can add a candidate to a user triggered workflow as follows:

• From the candidate profile within a project.
• From any candidate profile page within the CRM.

When adding a candidate to a workflow, select from the list of configured User Triggered Workflows:

Once the workflow has been added, it will be visible on the candidate profile until its execution has been completed:

Once execution has been completed, it will be accessible under the Workflow tab on the candidate profile, along with any other workflows assigned to that candidate.