Candidates > Info Requests

Using this tool, you can send an email to a selection of candidates and allow them to provide you with information by clicking a button in the email and then choosing between 2 possible responses. For example, you may wish to send an email asking each candidate if they would like to continue to be emailed by you with job opportunities, and you could provide the responses “Yes” and “No”. Each candidate’s response is recorded on their record and you can also specify actions that should be automatically performed based on their response.

Insert the {response button} merge field in the email body where you wish the button to be shown. The text shown on the button is set in the Response Button Text field. For example, you could set this to “Click here to respond”.

Check that your email settings are correct and that you can successfully send email from the system before you create a new info request. You must also be sure that your email provider will allow you to send the quantity of emails that you wish to. You can change your hourly email throttle setting under [Settings > My Account > Email Settings].

You can specify these actions to be automatically performed once a candidate responds:

• Add a journal or tag to the candidate
• Change their status
• Set ‘Do Not Contact’ – This will prevent emails and SMS messages from being sent to the candidate in the future

The Request Text is the text that will be shown to the candidate once they click the button in the email. For example, this could be “May we continue to email you with job opportunities?”.

The Success Message is what the candidate will see once they have selected a response.

Once the Expiry Date is reached, no further responses will be accepted from the candidates. The expiry date can be up to 12 months from when you send it, but usually you would want to set this to a much shorter period such as 1 week or 1 month to give candidates long enough to respond before you take any action. Once an info request is expired, you can then perform further actions on the candidates by viewing the info request.

Make sure that you click the Send Preview Email button which will send an email to your address so that you can check the email looks correct before sending it to the candidates.

After you’ve sent a request, check your email outbox [Dashboard > Email > Outbox] to verify that the emails have been sent.

Under each candidate’s record, the Info Requests screen will list all of the requests that have been sent to that candidate along with their responses.