Starred allows you to connect your application or Applicant Tracking System to automate survey invitations based on criteria you choose. To do that, you have to create what we call a “workflow”.

A workflow is a set of conditions, filters and actions that will trigger surveys to collect feedback automatically.

You can include filters. choose to send the survey immediately after the workflow is successfully triggered or schedule it for later, you can choose the sender of the survey and much more.

The way you set up your workflow might vary depending on the Applicant Tracking System or application that you use, that’s why we also have specific step-by-step guides for our integrations that you’ll find linked at the bottom of this article.

However, the idea behind the workflows is the same: the goal is to create an automation that will pull data from your application and, based on conditions and filters, will trigger a survey to be sent out without having to do any manual work.

You can choose between creating your own workflow from scratch or using one of our pre-built 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 usually consists of the following elements:

  • a Trigger step
  • a first Action step (not always, this depends on the ATS you're integrating)
  • a Filter step
  • a second Action step

To learn more about how we can integrate with your ATS, you can check out the specific guides for each, which are linked at the bottom of this page.