Has your client not viewed a resume link or maybe viewed it but not provided feedback? Spend less time manually emailing or contacting clients and candidates using note actions to automate email touchpoints.
All 3DIQ automations triggered using our standard Note Actions . These notes include:
"3DIQ - Client Submission". Occurs when the account manager sends the public resume link to the client from within 3DIQ.
"3DIQ - Resume Viewed". Occurs the first time the 3DIQ public resume URL is clicked. 'Comments' indicate an additional view on each subsequent view.
"3DIQ - Feedback: Positive". Occurs when the recipient (clientContact) provides positive feedback.
"3DIQ - Feedback: Negative". Occurs when the recipient (clientContact) provides negative feedback.
Herefish will use the note action and time of these notes were written to drive automations.
Client Submission Automations
If there is a Client Submission with no Resume View for 24 hours (or 48, etc), automate an email back to the client asking them to review the candidate resume
If there is a Client Submission, automate an email to the client asking them to log in to ClientConnect to see most recent candidates
If there is a Resume View, but no Feedback note, automate an email to the client asking them to give feedback.
Feedback Automations
If there is a Feedback:Positive note on a resume, automate an email to the candidate saying "congratulations" and that you'll be following up to schedule an interview
If there is Feedback:Negative, automate an email to the candidate
3DIQ Resume Link
Finally, 3DIQ has created a way for Herefish to automatically generate 3DIQ Resume Links using the following format:
corpID: The Bullhorn corporation ID
jobID: The Bullhorn Job number
candidateID: The Bullhorn candidate number of the submitted candidate