Automated emails
Automated actions can be found in the ‘Settings’ and are responsible for sending automated emails to candidates throughout the recruitment process.
This page is where automated emails can be activated and edited.
Editing and activating a default action
Clicking the 3 grey dots on an action card will give the option to either ‘Edit’ or ‘Activate’ the automated email.
When an email is activated the candidate will receive your automated message once they have reached the ‘Trigger’ event.
The selected trigger event on the first action card is the ‘Applying’ stage.
The ‘Time options’ mean that the automated email can be sent either immediately, or in a set time interval.
.To save your changes click the green ‘New Action’ button
Creating an email for a new trigger
To make a new trigger step, click ‘+ New Automated Action’.
Click on ‘Workflows’ and choose the workflow you want to add a step to.
Click one the ‘New Step’ button.
Then click ‘New step definition’
Type in your new trigger event name and then click ‘Create’ to save it as a step for automated emails.
Click the save button.
Next, click back onto the ‘Automated Actions’ section.
After clicking the grey arrow, the new trigger event created should be visible.