How do I create a Nurture workflow template?

Please note - this feature is currently available to customers with Lever's Nurture product. For more information, feel free to contact support@lever.co.

A workflow template sets the framework for how you send emails via Lever Nurture. To create a workflow template, navigate to your workflow settings. You can choose to create a new workflow template that’s visible only to you (My Templates) or your team (Team Templates). After selecting “New,” a workflow template will appear on the right side of your screen.

 

Workflows consist of the following elements:

  • 1 start step
  • At least 1 touchpoint
  • A wait step between each touchpoint
  • 1 finish step
  • 1 final action step

 

The start step defines when your first touchpoint will be sent after the workflow has been successfully scheduled. Click into the start banner to edit the specific day and time that the first touchpoint should send. You can either choose a time automatically generated from the dropdown list or enter your own customized time. Click “Done” when you are finished making your selections.

 

 

Touchpoints are the emails that will be sent to candidates. Click into Touchpoint 1 to craft your first message. The message editor functions similarly to creating emails in other parts of Lever.

 

In addition to Lever’s standard email functionality, you can also change the email sender to two options:

  1. Sender’s email - the message is sent from your own email address
  2. Send For - the message is sent from another user’s email address

 

 

Send For allows you to send emails on behalf of other members on your team, diversifying your message across other stakeholders in your organization. In order to enable Send For with other users, you will need to first request permission. Please note that you can only make Send For requests to non-Interviewer Lever users in your organization.

You can insert auto-text tokens to populate your touchpoint with common candidate profile fields from Lever. Insert a placeholder to set a manual-text token in your touchpoint (this field will later be filled out once you start a Nurture workflow). A placeholder typically corresponds to an attribute that cannot be automatically generated in Lever. For example, users may choose to create placeholders like {{skills/experience}} or {{years in last company}}. More information on placeholders can be found here.

 

You can add as many touchpoints to a workflow template. Adding a touchpoint will also add a corresponding wait step before the new touchpoint.

 

A wait step defines the timeframe between the last touchpoint sent and the next touchpoint. Wait steps can be edited to a custom duration. A wait step is always followed by an additional touchpoint.

 

The finish step defines when the workflow will end and how long before a specified action is taken on the candidates.

 

Upon satisfying the finish step, candidates can be archived, snoozed, or have no action taken on them.

Just below the workflow title, you can enable emails to be automatically sent as replies to previous touchpoints in your workflow. When enabled, touchpoints sent from the same email address will thread together. In addition, the subject lines of subsequent emails in a thread will be locked down to mirror the same subject line as the initial touchpoint.

 

 

Example:

Touchpoint 1 is sent from bob@brick.ly

Touchpoint 2 is sent from kate@brick.ly

Touchpoint 3 is sent from bob@brick.ly

  • When you enable emails to be sent as replies, Touchpoint 3 will be seen as a reply to Touchpoint 1 and will thread into the same email conversation. The subject line of Touchpoint 3 will be locked to mirror the same subject line as Touchpoint 1.
  • Touchpoint 2 will remain in a separate email thread because the message was sent from another email address.

 

Once you have finished creating your new workflow template, remember to title the workflow, and hit Save Changes. 

Now you’re ready to start a Nurture workflow!

Have more questions? Submit a request
Powered by Zendesk