Adding the Screener Engagement to an Automation

Once your Screener Engagement is created, you can deliver it to candidates automatically by adding it to an automation. This allows you to run pre-screening or re-engagement campaigns hands-free, helping your team identify qualified candidates quickly.

Screener Engagements Using Automation to interact with Candidates and Clients. Typically done through Survey and chatbot. are only available in Candidate-based or Submission-based automations

Common Use Cases for Screener Automations

Candidate-Based Screeners

Used primarily for pre-screening leads before they’re submitted to jobs. These screeners are typically tied to an Evergreen job with general or universal questions.

Examples:

Screen new applicants from job boards (e.g., candidates added less than 1 day ago AND source is "LinkedIn" or "Indeed")
Run re-engagement campaigns for candidates who haven’t had activity (no notes, no placements, no submissions) in a certain timeframe

Submission-Based Screeners

Used when candidates are already submitted to a specific job. These screeners dynamically pull job-specific details.

Examples:

Automatically screen candidates once they’ve been submitted to a job
Provide a more tailored, job-specific screening experience based on the actual job requirements

Keep your Evergreen job descriptions generic and reusable.
Use clear screener names so they’re easy to identify in the automation dropdown.
Use merge tags in messaging to personalize the experience for each candidate.

Steps to Add a Screener to an Automation

Create an Automation

Go to Automations and click Add Automation.
Choose your Automation Type When selecting an automation type, there are two options: Standard and Center on Date Field. The Standard option means that the list(s) alone will control who enter the automation. The Center on Date Field option, in addition to list criteria, controls entrt based on a relative date.:
- Start from Scratch or select a Blueprint A prebuilt template in Bullhorn Automation for commonly used automations..
Choose a Record Type:
- Must be a Candidate or Submission.
Name your automation.
Click Save.

Build or Select a List

Pick a list that aligns with your engagement goals:

Candidate-based examples:

Added less than 1 day ago
Source is “LinkedIn” or “Indeed”
No notes/placements/subs in X months

Submission-based example:

Filter by Job ID used in your Screener Engagement

Add the Screener Step

After selecting your list, click the + icon to add a new step.
Choose Send Engagement.
In the Engagement Type select Screener.
From the Screener drop-down choose the Screener you previously created.
Choose a Delivery Method:
- Text Message
  - Choose From:
    - From Existing: Create a text message starting from a copy of an existing text message
    - From Scratch: Create a text message starting from a copy of an existing text message
- Email
  - Choose from:
    - From Existing: Create an email starting from a copy of an existing email
    - From Template: Create an email starting with an email from your template library
    - From Scratch (Drag and Drop): Create a rich email using the drag and drop builder
      - Creates a button to start the chat, leave it.
    - From Scratch (Plain Text): Create a simply email like you’d send from your personal email using plain text
      - Populates the URL from the screener settings, leave it
Click Save.

Testing Your Screener

When you use the Send Test option from a Send Engagement email or SMS, the system treats it like a real candidate screening. That means a summary and score will be created for the selected candidate or submission record. To avoid cluttering real records, be sure to use test records if you’re testing this way.

If you just want to preview the screener without generating results, use the Test Screener button on the screener engagement edit screen instead.