Step 3. Action - Send or Schedule invitation

In this step, you can set up all settings for sending your survey invitations

Your final workflow step consists of settings up your survey invitation settings.

  • If you're building your workflows from scratch, click on "Action" and Select Starred as your destination app.
  • If you're using one of our templates, you can open the last step called "Action: Starred as destination" in edit mode.

Send or schedule invitation

You can choose between two options:

  • Send invitation - to send the survey upon workflow execution or;
  • Schedule invitation - to schedule an invitation. We recommend choosing for a static delay period, here you can select a delay up to 180 days. Please note: When choosing the number of days delay in sending the survey, keep in mind the number of days delay used for sending your rejection emails from Greenhouse. The delay in Starred is based on the rejection date in Greenhouse, not based on when your rejection email is sent from Greenhouse.

Please note: switching between Send Invitation or Schedule Invitation after having completed all next steps will remove all other fields in this Action Step. This means that all previously filled out custom fields, selected survey, etc. will be lost.

Choose Survey and Invitation Templates

In the step Starred Survey Template you can select the survey you would like to send to your respondents.

In the next step, Email Invite Template, you need to select the invitation template you would like to accompany your survey. In this support page, you can read how to create invitation templates. Now select 'English' as a language (in case you would like to send your survey in English)

Sender settings

Under Sender Settings you specify the sender of the surveys.

You can choose between:

  • the email address of one of your colleagues (you can add this email address as a user to your Starred account via this link)
  • an alias sender address

Please note: the difference between choosing an existing user in the account or an "alias" sender address is that the "colleague's" address needs to be an active user in Starred, so it also needs to have an actual inbox, while the sender address is an alias email address that you can create in your Settings and that doesn't actually exist. You can read up more on this feature here.

Recipient settings

Under Recipient Settings you can select the recipient information. First Name, Last Name and Email are mandatory fields.

Custom fields

In Custom fields, you can add fields to filter the responses in your Dashboard. On the right side column, you can select a field from your Workday environment and on the left you can specify the name of this custom field. The specified name will be used in the Starred platform.

Please note: if you wish to add any custom fields to your workflows, you should add them to your report first.

When adding a new custom field to the report it will automatically be available in the workflow filters or custom field section in Starred (no need to reconnect) for you to choose.

:star: Tips & Tricks

  • Adding custom fields to received responses can be done but is extremely time consuming and should only be reserved for specific cases, as it cannot be done in bulk. For this reason, we recommend to add all custom fields before you enable your workflow. Removing custom fields from the workflow is possible at any time.
  • Fields are case sensitive
  • Type custom field names without spaces (e.g JobName)
  • When using the same Custom fields in multiple workflows, the notations (capital sensitive!) need to be the exact same.
    Workflow A: JobName =
    Workflow B: Jobname = this is wrong! Use: JobName
  • By default, Starred already adds two custom fields to your responses:
  1. TimetoProcess: relates to the number of days a candidate has been in the hiring process: from
    application date to hire/rejected date
  2. source: relates to the hiring source

Email reminder

7. At Email reminder you can set a reminder. If the recipient doesn’t respond to the feedback survey, we will send a friendly reminder after the initial invitation. You can choose after how many days from the initial invitation you want the reminder to be sent out: between 1 and 14 days.