CRM_Tier_Stripe.png

The Greenhouse Events app allows organizations to collect and manage prospect data at events. The app has a desktop view that allows you to configure the details of the event beforehand and a iOS iPad or iPhone that can be used by recruiters, attendees, and prospects on the day of the event. In this article we will cover how to configure an event on your desktop, including:

Create a new event

Select CRM from the toolbar at the top of the page. 

Configure-CRM.png

Scroll to the Events section and click Create Event

Create_Event.png

Complete the Event Details in the available fields.

Create_Events.png

All events will be open for a total of 7 days: 3 days prior to the event, and three 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 3 days prior to the event date selected).

Screen_Shot_2018-05-18_at_10.26.20_AM.png

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 will automatically be added as an Event Administrator.

Event_Admins.png

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 will have 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.

Add_A_question.png

Note: To make prospect responses filterable and exportable, you will need to link the custom question to a candidate field. Click here to learn more. 

Customize the appearance of the prospect form

You can add customize the appearance of the prospect form in the Event Image or Logo. Click the Select button to choose an image from your computer.

Select_Image.png

Note: The View Example button displays a generic representation of the Prospect Info Form and will not reflect any Event configuration.

Add tags to an event

Tags are used to quickly leave feedback on prospects as they are entered in the mobile app. For an event, you can select up to 10 tags that your attendees can associate with prospects.

These tags will be drawn from your organization's Candidate Tags. 

10_tags.png

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, navigate to the top-right corner of the panel and select the toggle in the Follow-Up Email & Resume Upload section and choose an email template from the dropdown menu.

Email_Template_for_Event.png

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.

Annotated_Upload_Link.png

When you have finished configuring all the details of the event, click Continue.