Setting up Additional Positions and Tagging Applicants in Workflows

Here’s how to set up an additional position or a different setup for a customer and tag it with the appropriate position:

• Navigate to Automations:
  • Go to the specific sub-account.
  • Click on the Automations tab.
  • Click into the Workplace tab.
  • Under Custom Workflows, click on the relevant workflow (e.g., “Tag Position Applied”).
• Modify Trigger Conditions:
  • Ensure the trigger is set to “Contact is Changed”.
  • Confirm the trigger condition shows “Application Page has Changed”.
• Adjust Application Page Source:
  • Click into the condition and modify it.
  • Locate “Application Page Source” and ensure it matches the specific position (e.g., /house-cleaner).
  • If necessary, add a new segment:
    • Use Control + F to find “Last Page Source”.
    • Scroll down and select “Last Page Source contains”.
    • Input the specific URL path for the position (e.g., /house-cleaner).
• Add Position Tag:
  • Under Add Tag, input the relevant position tag (e.g., “House Cleaner”).
  • If the tag doesn’t exist, click “Add New Tag” and create it.
  • Save the action to ensure the tag is applied.
• Publish Workflow:
  • Review the workflow to ensure it’s correctly set up.
  • Publish the workflow to activate the tagging automation.

Follow these steps to effectively tag applicants based on their application position, ensuring accurate tracking and organization.