One custom setting in the Application Template will allow the application to be set up as Multi-Step.
- Find the Application Templates tool in the Settings area.
- Click on Application Templates.
- To edit an existing Application Template, click the More Options icon on the far right.
- Click on Go To Setup.
- Turn Multi-Step Application ON to allow the Application Template to be separated into steps.
- Once the Multi-Step Application has been turned on, a new selection option will be visible in connection to every question field. Select either Step 1 or Step 2 to control when the question will be visible to the applicant during the application process.
- Applicants will only see questions labeled as Step 1 during their initial application process. If your organization wants to collect additional application sections not yet collected, an invitation can be sent to the applicant to invite them to complete Step 2. The applicant will follow the instructions in the invitation to access and complete Step 2.
Send an invitation to Step 2
- To send the invitation to an applicant to complete Step 2 of the Application Template first access their applicant record
- Click Invite to Next Step.
- On the Invite Applicant to Next Step screen select the step the applicant should be invited to complete.
- The standard message verbiage in the Body may be modified, even using a Communication Template with the Plus Icon.
- Select the message type - Email or SMS.
- Click SEND.
- The applicant will receive the invitation message including the custom link to complete Step 2.
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- The applicant will verify their account and then complete the additional application fields that were labeled to Step 2.
- Once the applicant has submitted the application they will receive a Thank You message.
- The internal notification of the received application will be sent.
- The applicant record will reflect the newly submitted information.