Setup Status Triggered Emails for Candidates

Use statuses to trigger automatic emails and remove steps to simplify connecting with clients and candidates. This video will share how to customize this process.

1. In the Admin tab of a selected Candidate, select the Status Dropdown menu directly below the candidates name.

2. Select a Status other than the status the candidate is currently in. 

3. Once a new status is selected, the candidate is updated to that status and an email pop up will appear.

4. This email can be edited and sent or select the X icon on the email to close the screen and a notification will not be sent to the candidate. 

5. To edit this email template for all of these updates going further, select the Pencil Icon at the top of the email. 

Now It's Your Turn.  

Follow the steps above to see this in action. 

Start with the first candidate status and customize each email with the proper information for that status they are now in. 

Try it out.

If you have created a test profile with your own email address, you can see how the status change email notification is when it is sent.