Stage Actions automate the repetitive sets of actions you take each time a candidate moves from one stage to the next – like sending a Thank You email after a candidate applies for a position.
We give you two places to edit Stage Actions for your pipeline stages, and they work the same way.
Click the ⚙ gear icon to the right of the position name you'd like to edit:
From the open Position, head to the Pipeline tab, then click the blue link to change your Pipeline & Stage Actions Settings.
In the Edit Pipeline window that pops up, you'll see every Stage your team has configured for that pipeline. Click the "Edit Stage Actions" under the Stage where you'd like to add some automated Stage Actions.
Stage Actions are only triggered the first time a Candidate enters a stage.
The Send Email / SMS drop-down lets you specify a Message Template to automatically send to a candidate once they enter that Stage.
After you choose your template, Breezy will pop up a drop-down menu next to the template name. In the drop-down, you can choose to delay that message send from a number of predefined times – from no delay at all to one week. Learn more about Delaying Candidate Messages.
Breezy automatically populates the template variables (like the applicant's first name) and will show the individual who moved the candidate as the sender.
This action only occurs with Candidates who have an email address.
Triggering this action will send an email to each member of the Hiring Team associated with the position, explicitly requesting their feedback on the Candidate.
In the Breezy sidebar, go to the ⚙ icon to get into your Settings, then select Pipeline Stages. From there, click the 📝 pencil and paper icon next to pipeline you'd like to edit. In the Edit Pipeline window that pops up, you'll see every Stage your team has configured for that pipeline. Click the 📝 pencil and paper icon next to Stage where you'd like to add some automated Stage Actions, and you can follow the same process listed to Send Message and Trigger Team Feedback Action listed above 😄
Updated 5 months ago