Open automated workflows.

Click ‘Add New’ in the top right corner.

In the workflow builder, name your workflow.

In the trigger block, select “New Candidate Applies.”

(Optional) To filter by position: Hover over the + button, select “Add Filter,” choose “Position,” and select the appropriate position from your job ad.

Add an action to send an email: Hover over the + and click “Add Action.” In the Action block, select “Send Email,” click “Select Email,” and choose the welcome email.

Add a second action to send a SMS text message: Hover over the + and click “Add Action.” In the Action block, select “Send SMS Text Message” and compose your message. Use variables to personalize the text and include your company name.

Activate the workflow: Click ‘Activate Workflow’. Review the workflow details in the pop-up, it should look similar to the workflow shown in the image below, once you've reviewed and all looks good, click ‘Activate Workflow’ again.

Open automated workflows.

Click ‘Add New’ in the top right corner.

In the workflow builder, name your workflow.

In the trigger block, select “Assessment is Completed.”

Add a filter: Hover over the + and click ‘Add Filter’. In the filter block, choose “Result” and check the boxes for desired result types.

(Optional) Add a delay: Hover over the + and select “Add Delay.” Choose a 30-minute delay.

Add an action to send a video interview: Hover over the + and click “Add Action.” In the Action block, select “Send Video Interview” and choose the desired video interview.

Add a second action to assign a star ranking: Hover over the + and click “Add Action.” In the Action block, select “Add Star Ranking” and select the number of stars.

Add a third action to send an SMS Text message: Hover over the + and click “Add Action.” In the Action block, select “Send SMS Text Message” and type out the text you want to send. Be sure to identify who you are and the company your representing.

Activate the workflow: Click ‘Activate Workflow’. Review the workflow summary in the pop-up, it should look similar to the workflow shown in the image below, and click ‘Activate Workflow’ again.

Open automated workflows.

Click ‘Add New’ in the top right corner.

In the workflow builder, name your workflow.

In the trigger block, select “Assessment is Completed.”

Add a filter: Hover over the + and click ‘Add Filter’. In the filter block, choose “Result” and check the boxes for result types to reject and archive.

(Optional) Add a delay: Hover over the + and select “Add Delay.” Choose a 30-minute delay.

Add an action to send a rejection email: Hover over the + and click ‘Add Action’. In the Action block, select “Send Email,” click “Select Email,” and choose the rejection email.

Add a second action to change the stage to "Archive": Hover over the + and click “Add Action.” In the Action block, select “Change Stage,” choose “Archive,” and then select an archive tag.

Activate the workflow: Click ‘Activate Workflow’. Review the workflow summary in the pop-up, it should look similar to the workflow shown in the image below, and click ‘Activate Workflow’ again.

Open automated workflows.

Click ‘Add New’ in the top right corner.

In the workflow builder, name your workflow.

In the trigger block, select “Candidate Stage Changes.”

Add a filter: Hover over the + and click ‘Add Filter’. In the filter block, choose “Stage” and check the box next to the stage associated with receiving an interview request.

Add an action to send an Email: Hover over the + and click ‘Add Action’. In the Action block, select “Send Email” then choose the email you'd like to send.

Activate the workflow: Click ‘Activate Workflow’. Review your workflow in the workflow details pop-up, it should look similar to the image below, then click ‘Activate Workflow’ again.