Automatically send a candidate an E-Form when moving them to a stage

Pav

In this tutorial we're going to setup an E-Form to be automatically sent to a candidate when they are moved into a stage within your recruitment workflow.

Go to account settings and then select "Job" >> "Recruitment workflows" from the main menu


Click on the recruitment workflow you want to add the E-Form to

Click on the cogwheel next to the stage you want to add the form to and select "Edit"


Click on the "+ New Template" button and give your email a name


Add in your email content and tick the "Auto-send" checkbox so that the email sends automatically when a candidate is moved into the stage.


Too add the link to our E-Form, click on "Insert Tags" and select ""



Select the form you want to include and optionally provide a name then hit "insert"


The link should then appear in the body of your email, hit save and go back


Your stage should now contain an automated email that will be sent to the candidate when they are moved into that stage.