This article will help you customize an invitation letter and send a scheduling link manually for a specific applicant without the need to reschedule or to edit your automated messages.

To do this, take the steps below.

STEP 1: Log in to your Workstream account then go to Applicants.

STEP 2: Select which tab the applicant is currently parked in.

STEP 3: Search and select the name of the applicant to that you wish to send the link.

STEP 4: On the applicant's profile tab, select Messages.

STEP 5: Scroll down to the bottom of the messages tab, then choose Compose with full text editor.

STEP 6: Compose your message. Choose scheduling_link from the predefined merge tags. This will insert the scheduling link automatically to your message.

STEP 7: Turn on/off the email or SMS button depending on how you would like the message to be sent to your applicant. You can also preview your letter first.

STEP 8: Hit Send.

NOTE: The SMS are usually being sent using short code 31063. If you wish to leave a contact number that applicants can reply back to, simply select hr_phone_number from the list of predefined merge tags.

Optimizing the scheduling stage
Setting up a scheduling stage

Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an email at help@workstream.is.

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