How can I create an email trigger to acknowledge candidate registration?
To trigger an email alert when a candidate registers:
- Click Setup > Automation > Workflow > Rules.
- In the Workflow Rules page, click Create Rule.
- In the New Rule page, do the following:
- Select Candidates from the Module drop-down list.
- Enter the Rule Name.
- Select the Status check box if you want the rule to be active.
- Enter the Description for the workflow rule.
- Click Next.
- In the Rule Trigger section, select A Record action from the Execute based on drop-down list.
- Select Create from the list of options displayed.
- Click Next.
- In the Rule Criteria section, select the following from the respective drop-downs:
- Click Add Criteria to add multiple criteria.
- Click Next.
- In the Actions section, under Instant Action, you can either create a new alert or select from the existing ones and associate it to the rule.
- To create a new alert, click (the Add icon) corresponding to Send Alerts.
- Under Send Alerts section, you can do the following:
- Enter a Name for the email alert.
- Select an Email Template from the drop-down list.
Note: To create a new email template, click the Create Templates link. - Under the Email Recipients section, select Candidates: Email.
- Enter any Additional Recipients, if necessary.
- Click Save and Associate.
- To select from existing alerts, click (the Folder icon) and select an existing record and associate it to the rule.
- Click Save.