Understand how to engage with inactive candidates in the database using the templated automations provided by Access Automate.
You need to follow these steps:
Click + New Automation.
Decide on the criteria - e.g. candidates with no activity in the last 90 days.
Run as a one-time outreach or an ongoing engagement by clicking One time or Always.
Select the sender email address by clicking the drop-down under From Email.
🤓 Tip: Use a recognisable name for warm outreach. The email template includes:
Greeting and check-in message.
Link to a chatbot for updating information.
Remember the Follow-Up process to maintain the momentum
Wait five days after the initial email for candidates to respond.
If no response, send a follow-up email with the chatbot link again. You can do this by clicking + add a step.
Ensure candidates are removed from the process once they provide updates by selecting Remove Candidate.
Updating Candidate Status is important
Update candidate status to passive in Vincere after two outreach attempts. You can include this by clicking + Add a step and selecting Update candidate and passive.
Maintain data hygiene and relevance for future engagement.
For a detailed walk-through of all of the above, please see the video below: