With the help of Calendly, Chatavise has the ability to help you set up job interviews for new employee candidates with little to no work on your end. With just one text, you could be sending out invite links to set up meetings that would take time out of day to do otherwise. How do we go about setting up job interviews with Chatavise? Here's our step-by-step guide to getting started.
First off, to get started sending out Calendly links to set up job interviews, you will 1. need to be using Calendly and 2. need to integrate Calendly with Chatavise.
To integrate Calendly with Chatavise, head to the Automations page under the Manage dropdown.
Click on the Platforms tab under the Automations list.
Click on the Connect button under the Calendly description.
Click the Connect with Calendly button once again, and follow through the steps to connect your Calendly account and fully integrate with Chatavise.
Once Calendly has been integrated, it's time to start building. The first step is to create a Stream that will automate reminders for the interview! Let's click the "Automations" tab in the Manage menu. If you are already there, that is perfect.
Let's go to Streams and create a new Stream. We are going to use the "Calendly Booked Meeting" template. You can name it whatever you want! We have setup a series of messages that create appointment reminders for the recipient in this particular template.
Once it is created it will take you to the Stream page in order to view the automatically setup series of messages.
The last thing you need to do is go to the Locations tab, and assign your location(s) to this Stream to activate
Clicking the plus button next to the location will assign it to the Stream.
Next, let's create a keyword we can later attach to a sequence to trigger our message to send. To create a keyword, you'll need access to the Promotions page.
Hover over the Marketing dropdown at the top of the page and click on the Promotions page.
If you do not have access to the Promotions page, either reach out to an admin to change your permissions, or change your own permissions from the Users page.
Once on the Promotions page, click over to the Keywords tab at the top left of the page.
Click on the Add Keyword button.
This new keyword will be what potential new employees text to trigger the interview invite to send. You should choose something simple, like "JOB" or "INTERVIEW" for this keyword. Type in this keyword, and click on the + Add Sequence button to start creating a new sequence.
This sequence will contain the message with the interview invite link. Give your sequence a name that you'll be able to instantly recognize, like Job Interview. Hit the Save button when you're done.
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Your new sequence will populate on the main Sequences page now. You will be immediately taken to the next portion of sequence creation. Click on the Add Step 1 to build your first text message.
From here, you'll be able to type up your message that's sent when potential employees text the new keyword to your Chatavise number.
Type up your initial message here. This is where you'll include a Calendly invite link. If you already have your link you can copy and paste that in to Chatavise. If you don't have an interview event set up, here's a quick guide to creating your own interview link in Calendly.
Select how long you'd like Chatavise to wait before sending your message. It's recommended to send the message pretty quickly after the person texts the keyword.
Once you've finalized your first message, hit the Save button.
Once the sequence has been saved, click back to the original open tab showing your new keyword. Your sequence will now show up in the sequence dropdown menu. Type in the name of your sequence to pull it up and select it.
Now that the keyword and the sequence are both set, hit the save button.
When potential new employees now message your Chatavise number, your customized message will automatically be sent to them!
If you'd like to be more discerning about the applicants you interview, you can also set up a survey that applicants take before the interview to help you gather more information before the meeting. The major steps to adding in a survey would be to 1. create and build a survey and 2. attach the survey to the JOB keyword.
If you'd like the full low-down on how to build out an applicant survey, here's the Ultimate Guide to how to build a survey in Chatavise.
In short, to get started, head to the Surveys page from the Feedback dropdown and click on the Add Survey button.
You'll be able to build any questions you'd like in a multitude of ways from the Surveys page. Here's a quick look at my briefly constructed job application:
Once you've built your survey to your liking, click the Add Survey button down at the bottom of the page.
Now head back to edit your sequence by heading to the Sequences tab from the Automations page. Open up your Job Interview sequence. You'll be able to make adjustments from here.
Edit the verbiage of the application text to your liking. Once satisfied, click on the Surveys button to add the survey you just created.
Select the right survey and hit update. Potential new hires will now receive the survey instead of the Calendly link!