Engagement Settings

Enagement Settings can be utilized for individual Chats and Surveys.

The settings for Surveys and Chats are as follows:

Chat Settings are tied to the engagement chat type.

To access Chat Settings, go to EngagementsClosed Using Automation to interact with Candidates and Clients. Typically done through Survey and chatbot. > Chat > Chat Settings.

Survey Settings are tied to the engagement chat type.

To access Survey Settings, go to Engagements > Survey > Survey Settings.

Settings

Add Survey/Chat Responses to a Single Note

Checking this box will allow you to gather any of the survey responses into a note that can be added to the Candidate or Contact's ATS record. A note type must be selected for this to work. Notes can only be added to the record of the person who took the survey.

Note Type

After clicking the choice to add survey responses to a note, a drop-down menu will appear where you can select the note action for this survey. This is the note type that will appear inside of your ATS on the Candidate's record. If you wish to choose a note type that is not listed, please contact your ATS admin to have this added to your system first.

Hide Survey Responses from ATS Activity Feed / Make Survey Responses Confidential

Checking this box will allow you to hide responses to all questions in the survey from the activity feed on the Automation tab in Bullhorn ATS. However, the survey responses will still be visible when logging directly into Bullhorn Automation.



Send Notifications After Each Survey/Chat Complete

Checking this box will allow Bullhorn Automation to send an email notification for every survey that is taken. The email will include the responses.

The notifications will come from notifications@herefish.com.

It is recommended to have your IT team white label this email as a safe sender if they haven't already.

After this option is selected, the following three options will appear:

  • Send notification to record owner: This will send a notification to the entity owner. This will always be sent to the Candidate or Sales Contact owner.
  • Send notification to additional email(s): You can send the survey response to multiple email addresses in this field, separated by a comma or semicolon.
  • Change notification message: Selecting this option allows you to customize the notification message that is sent to the record owner and additional email addresses. This will also include the individual survey responses. You can include information here as it relates to the survey entity type selected.
    • If this option isn't selected, Bullhorn Automation will send the default notification which contains basic information.
    • This option is helpful if you want to include the Submission or Placement merge tags with the Candidate or Sales Contact survey response. Just make sure that the survey type is either submission or placement-based.

    The picture below is an example of the kind of information you can include with a submission-based survey customized notification message:

The %SURVEY_ANSWERS% merge tag can only be included in this custom notification message area inside of Survey Settings. If you try to use this merge tag elsewhere, it will not work.

Send Survey/Chat Responses as CSV Once a Week

Select this option if you would like all survey responses to be delivered as a CSV file to specified recipients. Enter the email address(es) that should receive the CSV file in the box, separated by commas.

  • The CSV will be sent each week on Monday at 11:00 AM ET. This sending time is hard-coded and cannot be changed.
  • The CSV includes the survey responses for each question, as well as any information from fields that are synced with Bullhorn Automation based on the survey entity type. For example, if you have a custom field synced from the Submission record, e.g. %SUBMISSION_CUSTOMTEXT4%, which houses your company branch, this will appear as a column in the CSV delivery as well.