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Auto-Reject for Prospect Post

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With Auto-Reject, your organization can set up Application Rules so that, based on a prospect's answer to a prospect post question, they will be automatically rejected as a potential prospect. Using auto-reject, your organization can also automatically assign a rejection reason and send an email to the applicant about the rejection

Use Case: For example, for the question, "Are you willing to relocate?", you can configure an Auto-Reject rule so that candidates who answer "No" are automatically rejected as a prospect for your organization.

In this article, we will cover how to configure an Auto-Reject Application Rule for a prospect post, and assume you have already configured a prospect post with custom application questions.

To start, click the Ellipsis icon ellipsis.png on the navigation bar and select CRM from the dropdown menu.

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From the CRM page, click Configure CRM.

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Navigate to the Prospect Posts panel, and click the Ellipsis icon ellipsis.png under the Actions column inline with a specific prospect post.

Select Manage Rules from the dropdown menu.

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Click Add a Rule.

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Note: Auto-Reject can be configured only for questions of the following type:
  • Yes/No
  • Single select
  • Multi select

From the Add a Rule dialog box, select your prospect post question, the prospect response, and click the check box for Auto-Reject.

From the Rejection reason drop-down menu, select the rejection reason that will be assigned to the prospect who answers with the specified response.

You may wish to create a new Tag or Rejection Reason for Auto-Rejected prospect to make it easier to identify prospects who are automatically rejected. To learn how to create a custom rejection reason, click here.

Note: You can also tag Auto-Rejected prospect with customized candidate tags.

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Optionally, you can also send a rejection email to the prospect using a rejection email template. To send a rejection email, check the box next to Send email.

From the additional fields, select an Email Template to send, when the email should be sent, and the timezone. To learn more about customizing email templates, click here.

When finished, click Save

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You can enhance the power of Auto-Reject Application Rules by using AND/OR Conditions to base a single Application Rule on candidate responses to more than one custom job post question, or to base the Application Rule on multiple possible responses to a single custom job post question. To learn more about using AND/OR Conditions, click here