Tech Resources
Implement Stacked Zoom Interviews
NOTE: To push updates on all Template notifications, view [Step 2 of Interview Type Modifications] playbook before modifying
Steps to Switch to Stacked Zoom Interviews:
Preparation:
- Clone Funnel Step:
- Duplicate the current funnel step for backup.
- Rename the new step to “Directions (Zoom)” and the old step to “Directions (In-Person)”.
Update URL and Step Names:
- Modify URLs:
- Change the old page URL to free up “directions-1”.
- Update the new Zoom directions page to “directions-1”.
Page Editing:
- Insert Zoom Template:
- Add a Zoom interview template from the section templates.
- Remove unnecessary elements like images or in-person directions.
- Add a paragraph element with custom value
Z_interview_location_Z_01.
Update SEO Metadata:
- SEO Settings:
- Change the title to “Zoom Instructions”.
- Update description to “View the instructions for the interview here.”
Custom Values:
- Zoom Link:
- Go to settings > custom values.
- Insert the provided Zoom link into
interview_location_02.
Calendar Configuration:
- Create Zoom Calendar:
- Duplicate the existing calendar and rename it “Zoom Interview”.
- Adjust availability and settings as needed.
- Use
interview_location_02for the Zoom link.
Template Updates:
- Text and Email Templates:
- Create separate templates for Zoom interviews.
- Modify existing templates to include Zoom details:
- Use custom value
interview_location_02for the Zoom link.
- Use custom value
- Ensure templates are updated for both English and Spanish if required.
Workflow Modifications:
- Update Workflow Templates:
- Replace existing templates with new Zoom templates in the core workflows.
- Ensure all relevant notification templates reflect Zoom interview details.
Testing:
- Run Test Workflow:
- Schedule a test Zoom interview.
- Verify that the interview link and instructions are correctly sent to the applicant.
- Check that all notifications are accurate and timely.