Settings > Automation
You can automate email, SMS messages or tasks that are triggered by certain events in the system. Events that can be used for automation are:
- Add Candidate*
- Add Client
- Add Contact
- Add Vacancy
- Candidate Status Set ‘Archive’
- Add Interview
- Interview Date Change
- Vacancy pipeline statuses, including custom statuses
Set an automated action
- Choose which event will trigger the action.
- Choose which action type (Email, SMS or Task).
- Merge fields can also be used in the subject line, as well as in the message itself.
- The available merge fields will depend upon the chosen event.
- Attachments, for example your terms of business, can be added to emails.
- You can disable and enable your saved actions at any time.
You can choose to preview automated messages before they are sent, by setting the option in [Settings > My Account > General]. Previewing the email allows you to edit further, add additional attachments, or dismiss.
* When using MailDrop to forward CVs to your database the ‘Add Candidate‘ automation is not triggered by default. To trigger the ‘add candidate’ automation, “Automation” must be enabled for each user in the MailDrop settings.
Choosing a recipient for an automated email
Choose from:
- Candidate
- Client Contact
- Custom
If sending to a custom email address, you also have the option to change this when previewing a triggered email – simply start typing a name to select a contact or candidate, or enter a new email address manually. This is perfect for interview reminders when a different client contact is conducting the interview.