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Configure Status Reasons for Automated Status Changes

Configure status reasons for automated status changes to ensure the appropriate reason is recorded whenever an automation updates a user's status. When a selected status has predefined reason codes attached to it, you can choose the reason that should be applied automatically during the status change.

For demonstration purposes, this article uses Clients as an example. However, you can follow the same steps to configure automated status reasons for Candidates as well. 

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click the View Process Flow button under the Clients as shown in the screenshot below.
  
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Step 2: In the process flow, click the pencil icon next to the email template for which you want to configure an automatic status reason. 

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Step 3: Select the time interval to automatically send the email.

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Step 4: Enter the number of days after which the email should be sent if the user remains in the current status. 

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Step 5: Select the status to update to after sending the email.

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Step 6: Select the reason that will be recorded when the automation changes the user’s status.
  
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The reasons for the status selected in Step 5 will only appear if reason codes have been configured for that status. To learn how to configure status reasons, refer to the How to Document Reasons for a Status Change article.

Step 7: Click the Update button.

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The automated status change will apply the selected reason automatically whenever the user's status is updated through the configured email automation.