How to Set Up Auto Email Notifications for Shortlisted Candidates

Step-by-Step Guide

1. Enable Auto Update Stage

• Select the assessment you wish to configure and click Edit.

• Go to the assessment Settings > Completion tab.

  

• Check the box for Auto update candidate stage.

  

• Set your Score threshold (e.g., ≥ 90%) and select Shortlisted from the Stage name dropdown.

  

  
  

• Once Shortlisted is selected, the Send shortlisted email option will appear.

  

2. Configure the Shortlisted Email

• Check the box for Send shortlisted email.
• Click the Customize email hyperlink next to the checkbox to open the email editor.

3. Personalize Your Template

In the Shortlisted email template window, you can:

• Subject Line: Edit the subject to grab the candidate's attention (e.g., "Congratulations {CANDIDATE_FIRST_NAME}, You're Shortlisted!").

  

  
  

• Click Save to finalize your template.