To automate your reminders, take the steps below.

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

STEP 2: Select the intended position, then choose Edit position.

STEP 3: Select the concerned stage then go to Automation.

STEP 4: Scroll down and look for When an applicant has been in this stage too long without submitting the form.... Click the field next to the word After to set up your reminder time limits.

STEP 5: Select the number of days or hours you would like the applicant to be reminded of, then choose Save.

STEP 6: Turn on the automation reminder by toggling on the mobile and envelope icon.

STEP 7: Choose Edit message.

STEP 8: Go to Automated email template or Automated SMS template to customize your message.

STEP 9: Choose Save email or SMS template once done.

Sending a reminder to an applicant manually

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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