Recruitment Marketing Public

A Workflow is a series of automated actions that can be triggered when a candidate completes an action or gets tagged.

Depending on how the workflow is configured, the system will activate to perform one or more actions which could include:

• Delivering an automated email to either the candidate or a team member, and
• Delivering an SMS text message
• Adding the candidate to a list or project.

This article explains how to set up the Workflow to trigger when a candidate gets tagged with a selected tag. See Candidate Tags to learn more.

Creating the workflow

1. From the side menu, under CRM click Workflows.
2. Click the New button.
3. Enter a name for the workflow.
4. From the What should trigger this Workflow drop-down, select Candidate tagged.
5. From the Please Choose a Tag drop-down, select a tag.
6. Click the Save button.

Creating the workflow step - candidate email

1. On the Workflow page, click the New icon to add your first Workflow step.
2. From the What kind of workflow step would you like drop-down, select Email to have the system send an automated email to all candidates who are tagged with your new tag.
3. From the Who should receive the email drop-down, select The Candidate.
4. Select the sender from the drop-down.
5. Select which email will be sent.
6. Click the Save button to return to the Workflow screen which should now be similar to this:

Now when a candidate gets tagged with the selected tag, they will receive the email selected in the workflow.