Candidate engagement suite: Creating a new message

In this article we will show you how to create a brand new message in your candidate engagement suite, step by step.

Creating a new message

1. Click on ‘settings’ and select ‘candidate engagement’ from the drop down list that appears.

2. Click ‘create new message’ in the top right of the page

3. Complete the four message creation steps as outlined below:

Step one is to name your message. This is how your message will be listed in the main page. (It isn’t the same as the message subject the candidate will see. This is defined by you in a later step).  

When you are happy with your message name, click ‘Done’.

Step two is choosing the candidates to engage with. This is where you select the type of message you wish to send and the conditions under which it is sent.

Step three specifies the channel. (Currently the engagement messages are configured to work via email only, but we continue to review feedback as to whether activating SMS as an option here would be of value.)

Step four is where you write your message. Some of the options you may see here such as signature settings, footer text and the option for a candidate to rate your reply are defined in the settings area for all messages.

4. The email subject is pre-populated with “New message for {job-title} / {job-ref}”. You can of course edit or overwrite this to say anything you wish.

5. The {job-title} / {job-ref} are examples of ‘variable code’. When the message is sent, we pull specific text into these fields. So for example, if the message is triggered by an action inside a vacancy, we replace {job-title} with the actual vacancy title in the message that is sent.

6. To insert any of these variables inside your subject line or message text, simply put your cursor where you want the variable then click ‘Add message variable’.

7. Select the variable from the drop down list and the variable code will be inserted.

8. An advanced feature we also offer is the option to insert HTML code into your message body. Place your cursor where you want your HTML to start inside the message, and then click the ‘< >’ icon that appears in the top right of the message editor. 

This opens up a source code field for you to insert your HTML.

9. The message will be sent by default ‘From’ the person associated with the candidate or vacancy record, depending on the message parameter. If you want the message to be sent by a specific user, you can select them from the drop down list in the ‘from’ field on the left.

9. Below this field you will see the option to insert a widget. The candidate check in widget is entirely optional. See this article to understand more about this feature, but it is most likely only relevant if you are using idibu as a stand alone product, and not passing any candidates into an integrated CRM.

10. If you want to review how your email message will look when received by the candidate, click ‘send a test mail’. A test message will be sent to the email address on your user profile.

11. Click ‘Done’ and your new message will be saved, but not activated.

12. To activate your message click the red button in the message list.

13. The button will turn green and your message will be activated.

How do I edit an existing message?

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