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
- Step one: Name your message
- Step two: Choose candidates to engage with
- Step three: Select your channel
- Step four: Write your message
- Advanced: Adding HTML
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: 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: Choose 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: Select your channel
Note
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. So for the time being, there's nothing to do here - just click done!
Step four: 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. The message default is to send ‘From’ the 'vacancy owner'. However, you can change this to:
- User who actions
- Advert owner
- A specific user (as shown below)
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.
Advanced: Adding HTML
1. An advanced feature we also offer is the option to insert HTML code into your message body. During the message creation process above, place your cursor where you want your HTML to start inside the message. Click the ‘< >’ icon that appears in the top right of the message editor.
2. This opens up a source code field for you to insert your HTML.
3. When you have added your HTML, click OK, then follow the steps above to complete saving your message.