Prerequisites

Please note, this does require a Enterprise level subscription in Copilot in order to have access to Sequence Automations and you will also need to register a phone number for texting here.

Setting up a meeting category and customer type.

1. Open settings and navigate to the List Items Visibility section.

2. Find the customer type section and select "+ Add New."

3. Enter a name for the new customer type for a potential employee, such as "Employee Applicant."

4. Click "Save".

5. Now find the "Meeting Category" section and select "+ Add New".

6. Enter a name for the new meeting category for an employee interview, such as "Employee Interview."

7. Click "Save".

Downloading the system default text template.

1. In the side menu, select “Marketing” then click “Marketplace”.

2. In the All Bundles list, find the bundle labeled “SYSTEM DEFAULT TEXTING TEMPLATES.”

3. On the right of the page, click “Download”

Setting up the automation.

1. In the side menu select “Marketing” then click “Automations”.

2. Now, on the top menu bar of the page, select “Sequence Automations”.

3. Click “+ New Automation Sequence”.

4. Sequence title: Enter the name for this automation, such as “Employee Interview Confirmation.”

5. Under the Start/Stop Rules section, select the IF Trigger and set it to “Meeting is Added.”

6. Click “+ AND Condition”.

7. Select the AND condition from the list and choose “Meeting has Category.”

8. Now select the sub-option list and select the meeting category that you created in the list items visibility settings. In this case we would choose “Employee Interview”.

9. Click “+ Action”.

10. Under the Action option, select the action to “Text Customer” from the list.

11. Under the Text Template option, select the text template that is labeled “Interview Reminder for Applicant”.

12. Now save the automation by clicking “Create Automation Sequence.”

How to use this automation in practice.

Now, let's look at how we can use the customer type, meeting category, and automation to send a confirmation text to potential employees when an interview is scheduled.

1. When you receive a new employee application, click the “+ NEW” button at the top right of the page and select “Customer”.

2. Enter all of the potential employees information, and be sure to enter two vital pieces of information:

1. Set the customer type as the type that you created in the list items visibility settings.

2. Be sure to save a phone number in the “Mobile / Cell Phone” field.

3. Click “Save Customer”

4. Click the “+ NEW” button at the top right of the page and select “Meeting.”

5. Enter the required information to set up the meeting:

1. Set the meeting type to “Single Meeting”

2. Set the date.

3. Click the Time toggle and select the time of the meeting.

4. Set the meeting duration in the Hours box.

5. Enter in a title for the meeting.

6. Select the meeting category that you created in the list items visibility settings. In this case, we would select “Employee Interview”.

7. Assign the customer that you created for the potential employee.

8. Click “Create” to save the meeting.

6. Now the Automation that was set up will automatically text the potential employee will all the interview information!