Once you've connected Bullhorn, then you can start setting up workflows to automate your feedback process.
To create a workflow, you can follow these steps:
- Access the Integrations section in Starred.
- Click on the ’Manage’ button for Workable (if you haven’t connected Workable yet, you can check out the dedicated tutorial here
- In the top right corner of the workflow overview page, you'll see a 'Create Workflow' button.
You can choose between creating your own workflow from scratch or using one of our pre-built workflow templates. We recommend using one of our templates and customizing the workflow to fit your own needs and preferences.
If you choose to use one of the templates, you'll be able to preview it and then add it to your list. Otherwise, you can click on 'Build your own workflow' and start building your workflow.
A workflow consists of the following elements:
- a Trigger step
- a first Action step
- a Filter step
- a second Action step
Let’s go through them one by one!
Every workflow starts with a trigger: This is an event that happens in the application. Whenever the conditions chosen for the trigger step are met, the workflow execution will start.
Here's how to set that up.
- Select Bullhorn as your trigger app.
- From the 'Select Trigger' dropdown select which Bullhorn object you want to get the information for the trigger from.
- From the 'Fields' dropdown select a field that contains the information you want to use for the trigger.
- With the 'Expression' dropdown you can choose how the information in the field is evaluated.
- Add more conditions with the 'Add condition' button or if you're done setting up the trigger click on 'Save Trigger'
The first action step is meant to retrieve the information from the application that you’ve integrated to use it into Starred Connect. If you have chosen one of our templates, you won’t really need to touch this step.
Filters are a way to ensure actions get performed only on the records you want.
Let’s say you want to send out a survey when a candidate is rejected: this will be determined in the first step, the trigger. However, if you want to exclude candidates that are rejected for a specific reason or you want to exclude internal candidates, you can add a filter at this step. Even if the survey is triggered, the filter will block it and the workflow won’t continue.
The last step of the workflow will perform the actions that you will define.
These actions include:
- Sending a survey invitation immediately or scheduling it for later
- Selecting the survey that should be sent and the invitation email template to go with it
- Selecting the sender of the survey
- Mapping the language (as well as some other options) to information in your Bullhorn application. If the information that you want to map to is not in the object you used to trigger this workflow then you will need to add a query to your workflow. Learn more about that here
- Selecting the custom fields from your application that should be attached to the responses (First Name, Last Name and Email are mandatory fields). More on this below.
- Choosing if you want a reminder to be sent to contacts that have not completed the survey
If your email template uses custom fields (such as: @company) you can use data from Bullhorn to fill in the Custom Fields Settings.
- Click 'Add Custom Fields'
- For 'Name' fill in the custom field you are using in your email template (e.g "company").
- From the 'Workflow Step' dropdown select workflow step that accesses the object that has the information that you want to use.
- From the 'Fields' dropdown select that field that has the information that you want to use.
- Click 'Save Action'
Now that you have a better idea of what a workflow looks like, it’s time to start building your own!
Updated 8 months ago