Sequence Templates
Sequence templates are an efficient way to automate repetitive communication tasks. They allow you to create predefined sets of messages, such as assessment reminders or interview follow-ups, which can be reused across multiple jobs or candidates. You can schedule emails or SMS messages, set stopping criteria (like when a candidate completes an action), and even generate sequences automatically using Kingsley AI. Apply these templates to your job workflows or initiate them manually for specific candidates.
Key Steps
- Access Sequence Templates: Navigate to the Templates section in the account and select the Sequence Templates tab.
- Create a New Template:
- Click on the "Create New" button.
- Provide a title for the template, such as "Assessment Reminders."
- Set Up Sequence:
- Configure the sequence by setting up message frequency, avoiding weekends, and defining stopping criteria.
- Ensure the correct time zone is selected.
- Add messages, select the delivery method (e.g., email), and set the timing for each message.
- Utilize Kingsley: Optionally, use Kingsley to generate a sequence by providing specific instructions on message length, frequency, and delivery method.
- Apply the Template:
- Assign the template to a job by setting up the sequence in the job's processing stage.
- Alternatively, manually initiate a sequence for a candidate by selecting the template in the candidate's profile under the communications section.
Cautionary Notes
- Ensure that the time zone is correctly set to avoid any scheduling errors.
- Double-check the message content and timing before finalizing the sequence template.
- Be cautious when using automated features like Kingsley to ensure accuracy in message generation.
Tips for Efficiency
- Use descriptive titles for templates to easily identify their purpose.
- Regularly review and update sequence templates to reflect any changes in communication strategies.
- Test sequences before implementing them on a larger scale to ensure they function as intended.