Permissions: Job Admin and above, who have access to CRM
Product tier: Available for Expert subscription tier
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.
Create an auto-reject prospect post rule
Navigate to the Prospect Posts page. (CRM > Configure CRM)
Click the Ellipses icon in the Actions column for the post you want to modify, and choose Manage Rules from the dropdown menu.
Navigate to the Prospect Posts panel, and click the Ellipsis icon under the Actions column inline with a specific prospect post.
Select Manage Rules from the dropdown menu.
Click Add a Rule.
Note: Auto-Reject can be configured only for the following question types:
- 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 prospects with customized candidate tags.
When you're finished, click Save. If you want to also send an email when a candidate is rejected, see the section below.
Automatically send rejection emails
When configuring a new rule, you can choose to automatically send a rejection email to the prospect using a rejection email template. To set up a rule to send a rejection email, check the Send email box.
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 you're finished, click Save.
Rules with more than one criteria
You can enhance the power of Auto-Advance Application Rules by defining more complex triggers and answers. These are commonly known as AND/OR conditions. To learn more about using AND/OR conditions, click here.