Tech Resources
Update New Workflow Template Verbiage for Different Interview Types
To update and implement the new templates for Zoom and Google Meet interviews, follow these steps:
Updating Core Workflow Templates:
- Go to the agency level of WootCrew Hub.
- Search for “template” in the account snapshots search box.
- Select “global updated core workflows template v1.3.”
- Click “update to linked locations.”
Adding Custom Fields:
- Use Ctrl + F to find the sub-account you need (e.g., Northern Michigan).
- Select the checkbox for the account and click “proceed.”
- Expand the custom fields category and add the “interview type” field.
Updating Workflows:
- Search and select “workflow” in the custom fields category.
- Expand the category and add the necessary workflows.
- For notifications, find and add the relevant core workflow.
Adding Templates:
- Under marketing, expand “text and email templates.”
- Look for templates with the video icon and “VIRTUAL” tag.
- Select and import these templates.
Importing Snippets:
- Go to the “Email Builder Templates” section.
- Find and select snippets marked with the video icon and “VIRTUAL” tag.
Adding Section Templates:
- Scroll down to “Section Templates.”
- Select “Zoom Interview Instructions” and “Google Meet Interview Instructions.”
Checking for Conflicts:
- Proceed to check conflicts.
- If conflicts exist, like “Scheduled Interview Notifications,” override them to ensure updates are pushed through.
Testing Updates:
- Open a separate tab for the sub-account and refresh to verify updates.
- Under the “funnels” tab, edit the relevant funnel steps.
- Replace the template for Zoom or Google Meet with the updated section templates.
Updating Surveys:
- Go to the “Surveys” tab and open the job application.
- Add the “interview type” custom field as hidden and set its value to “VIRTUAL.”
- Save the changes.
Finalizing Automations:
- Check the “core workflows” for the scheduled interview notifications.
- Verify the virtual format, text, and email templates are properly imported.
- Schedule a test interview to ensure everything is functioning correctly.
Review and Confirmation:
- Double-check automations to ensure correct notifications are sent.
- Verify all templates and workflows are properly set up.
- Inform the person in charge to review and approve the final setup.