Adding Engagements to Automations

Adding Engagements Using Automation to interact with Candidates and Clients. Typically done through Survey and chatbot. to automations works just like adding any other email, text, or note step in Bullhorn Automation. This means they can be launched automatically anytime something happens in the ATS. Some examples include:

• Sending out a set number of days after a Candidate's start date.
• Sending for feedback following an interview.

Steps

Take the following steps to add an Engagement to any automation:

1. While in the chosen automation, click the Plus icon + then select Send Engagement.
2. Select the survey to insert from the drop down.
   • The survey must be created first. See the Creating Engagements section for instructions.
3. Select the Delivery Method from the following options:
   • Text Message: The survey will be inserted in the text message as a link. You can customize the other details of the text message.

     • Engagement links sent via SMS include a 2-month expiration for enhanced security ensuring outdated links cannot be accessed.

   • Email: The first question of the survey is inserted into the email. When the Contact answers that question, they are taken to the survey.
     • The first question will only show up if the email is in rich text. It will not show when in plain text.