The Greenhouse Events app allows organizations to collect and manage prospect data at events using an iOS iPad or iPhone. This information can be collected by recruiters, attendees, and prospects on the day of the event.
Prior to accessing the event through the mobile app, organizations must initially create the event within Greenhouse Recruiting.
Follow the sequential steps in this article to create an event.
Create a new event
To create a new event, select CRM from your navigation bar.
Scroll to the Events section and click Create Event.
Complete the Event Details in the available fields.
All events are open for a total of 120 days: 60 days prior to the event, and 60 days after the event occurs. During this time, you can test and follow up on the event details. You can also add prospects to the event using the app and the specific event URL.
Note: You can't change the event start date once the event is Open (starting three days prior to the event date selected).
Next, assign Event Administrators and Attendees from your organization. An Event Administrator can edit the details of the event.
Attendees can only add tags and notes to prospects added at the event.
Note: The creator of the event is automatically added as an Event Administrator.
Add prospects to an event
The Prospect Info Form allows you to configure the prospect's experience in the mobile app.
By default, each form has data fields for the prospect to provide their First Name, Last Name, and Email Address.
Add a new question to the prospect form
To add additional questions to the form, click Add a Question and complete the fields.
Note: To make prospect responses filterable and exportable, link the custom question to a candidate field. Click here to learn more.
Customize the appearance of the prospect form
You can customize the appearance of the prospect form in the Event Image or Logo.
Click Select to choose an image from your computer.
Note: Click View Example to display a generic representation of the Prospect Info Form. This will not reflect any Event configuration.
Add tags to an event
Tags are used to quickly leave feedback on prospects as they are added to the mobile app. For an event, you can select up to 10 tags that your attendees can associate with prospects.
These tags are drawn from your organization's candidate tags.
Create follow-up email
You can elect to send a follow-up email to prospects entered into your system through the event.
To activate the feature, select the toggle in the Follow-Up Email & Resume Upload section and choose an email template from the dropdown menu.
Note: To create a custom template for events, create an organization-wide template and select Thank You For Attending as the Type.
Create a resume update link
Add the {{RESUME_UPLOAD_LINK}} token in your email template to direct prospects to a new page where they can upload their resume. Create a message that the prospect will see on the upload page, and the message the prospect will see after they have successfully submitted their resume in the corresponding fields.
When you're done configuring all the event details, click Continue.
Purchase the event
Note: Organizations receive the following number of complimentary events based on their subscription tier:
- Essential: 1 Event
- Advanced: 10 Events
- Expert: Unlimited Events
This section is for Essential and Advanced tiers that have used their allotted amount and need to purchase additional events. Alternatively, please speak to your Account Manager to receive more events by upgrading your subscription tier.
The final step in creating an event is completing your purchase order.
Fill in your payment details, then click Place Order when done.
View the newly created event
Once created, the page reroutes to the Success page.
Click Copy Link to copy the Event URL, which can be shared with prospects during the event so they can fill out the form from their own device.
Click Go back to CRM Dashboard when done.