Stage Landing Messages

Every stage has the option to send an automated SMS or email message after an applicant lands in the stage. By default, there are generic plain text stage messages available per the stage settings.

You should revise these default messages to correspond with your brand's tone, voice, and style. The stage landing messages are meant to encourage the applicant to continue with your application. We recommend adding additional follow up messages to prompt the applicant to complete the necessary steps and actions, and to get them hired and onboarded as quickly as possible.

What's Covered

Add/Edit Stage Messages 

  1. Select the three dots icon on the Opening you'd like to add Stage Landing Messages to, then select Edit Workflow from the dropdown menu.

            Stage_landing_messages_1.png
  2. In the Workflow Editor, select the stage you'd like to edit.
  3. Scroll down until you get to the Automated Message and Follow Up Message sections.

    An Automatic Message is automatically sent when an applicant lands in a stage.

    A Follow Up Message is sent after an applicant completes a stage, to share information, or to prompt the applicant to complete additional actions.

    Stage_landing_messages_2.png

    Note

    Depending on what the stage type is, the section may be different. For example in background check stages, you might see Consent Message and for Custom Stages, you might see Automated Message.

  4. Select Add Message for either your Automated Message or Follow Up Message.

                Stage_landing_messages_3.png
  5. Enter information in all required fields, which are marked with an asterisk (*), or select a template from the dropdown menu.

    Note

    We recommend adding SMS as a form of communication. Accounts that had SMS messages saw a higher conversion rate and faster completion time.

  6. Save Message.
                    Stage_landing_messages_4.png

Schedule Stage Landing Messages

Once you have created the message, select the option located in the scheduled message section to add the amount of minutes you want to wait until you send the scheduled message. 

Stage_landing_messages_5.png

Appropriate Delay

To prevent an applicant from getting multiple messages back to back as they move through stages, there are options to delay your message send outs. We recommend choosing an amount of time that is sufficient to complete that stage and yield on the longer side.

Disable Stage Message

You may opt to disable messages without completely deleting them. 

  1. In the Workflow Editor, select the stage you'd like to edit.
  2. Scroll down until you get to the Automated Message or Follow Up Message section, that contains the stage landing message you want to disable.
  3. Select the Disable message box.

    Stage_landing_messages_6.pngThis message will no longer be sent to applicants.
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