Making Emails
We need emails for a number of communications in this ATS.
First, create the template that you want for your hiring emails.
Then, create one email that you can clone that does not use smart content and then create another template that will use smart content.
I recommend duplicating those emails from there to save your settings and make it easier, especially setting up the smart content segments.
For inviting people for video interviews, interviews, and test tasks we used emails with smart content so that we could share the appropriate information and links per audience.
For reminding people to send in their videos, thanking them for sending in their videos, and letting people know that they were not hired, we did not use smart content.
Loom: https://www.loom.com/share/347f31cbdad740619fd31151f01bb03e
- How to Build an Applicant Tracking System (ATS) in Hubspot!
- Motions and Steps
- Making Lists
- Making Properties
- Making Forms
- Making Meeting Links
- Make the Pipeline
- Making Emails
- Workflows Overview
- Application Received and Screening Passed Workflows
- Videos Received and First Interview Workflow
- Second Interview + Test Task
- Hired and Not Hired Workflows
- That’s a Wrap