How do I follow up with a participant?
The email, forward and schedule a followup functions are found in the rating screen after a chat, or in the chat history under the Follow-Up tab. These features can be used for a variety of reasons, below are just a few:
- Contact the participant to provide them with additional information
- Contact the participant to set up time to chat on the phone or in person
- If the participant should speak with someone else from your team that is not available, you can send their information to the appropriate person(s)
- If the participant should speak to the next person in the hiring process, you can send their information along to the appropriate person(s)
- If your team needs to see all of the conversations from the event, send the participant's transcript and profile information along to a central email or multiple emails
Chat Rating Screen
Click "Followup" to access the followup features.
To save time during the live event, you can wait until you after the event to follow up with participants. To follow up after you have completed and rated a chat, click "History" right below the Lobby tab on the left hand corner of your screen when you are not in a chat.
You will see a list of all participants you chatted with. Once you select a participant, you will see Follow Up in the upper right hand corner. When you select it, you will have the option to email the participant directly or forward their information along to a colleague.