Follow

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:

Email Function

  • Contact the participant to provide them with additional information
  • Contact the participant to set up time to chat on the phone or in person

Forward Function

  • 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

Followup_from_Rating_Screen.png

 

Click "Followup" to access the followup features. 

History

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" in the upper right 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.

Followup_from_History.png

 

 

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