A User Triggered Workflow is a series of automated actions which 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 different types of activities, such as:
- Candidate nurture email sequences
- Automation of common manual users tasks
Creating a user triggered workflow
For information on how to create a user triggered workflow, refer to this article.
Adding a candidate to a user triggered workflow
You can add a candidate to a user triggered workflow as follows:
- From the candidate profile card within a project
- From any candidate profile screen within the CRM
The Add Workflow screen will allow you to select from the list of configured User Triggered Workflows:
Once the workflow has been added, it will be visible on the candidate profile screen until its execution has been completed:
Once execution has been completed, it will be accessible under the Workflows tab on the candidate profile screen along with any other workflows assigned to that candidate.