Custom conversations: Question action menu options
Table of Contents
When viewing a question within a custom conversation, you can select the question's action menu, or ellipses, and view the following menu options.
Skip question
Enable the Skip Question logic for questions that you may want candidates to potentially skip in a conversation. Once a question includes the skip functionality, the answers to a previous question will then cause the candidate to either get asked the conditional question or skip it entirely.
To set up the skip logic,
- Create a question or navigate to an existing question that will be asked based on the candidate’s answer to the previous question.
- On that question, select its action menu, or ellipses, and then Skip Question.
- A slide-out drawer will then open where you can select the Starting Value. Options include:
- Assigned Location
- Questions
- Note: The Statement Message question type will be hidden from this field since no response is necessary for a Statement Message.
- Candidate Attributes
- Job Attributes
- Choose the preferred operator for the Screen For selector.
- In the Text Input field, type the response that, if the candidate enters, will cause this question to be skipped.
- Note: The Then section below the If condition setting will always say Skip Question and will auto-populate the title of the question that the condition is built on.
- If needed, you can add an additional condition by using the AND and/or OR operators. A new If statement will then appear where you can set the additional condition.
- Repeat steps #3-6, as needed.
- Once all conditions are added, then select Apply in the bottom right corner of the drawer.
A banner will then be listed above the question to indicate that the Skip Question logic was applied and can be edited there.
Edit reprompt message
The reprompt message is used to prompt candidates for a valid response. You will see the Edit Reprompt Message for the following question types who use validation:
- Full Name
- List Select
- Location Selection
- Important Note: For accounts that have 6 or more locations selected for this question and when a candidate enters an invalid response, the candidate’s default reprompt message will be: I’m sorry, I didn’t understand. Which city would you like to work in? This is due to the fact that the system relies on a valid response to the location follow-up question before the custom re-prompt messages are utilized.
- Phone Number
- Document Upload
- Video Response
- EEO
Upload media
If the CMS is not enabled for your account or if there is no media added to the Media Library, then a drawer will open and allow you to upload media. This is the same experience that exists today within the CMS Media Library.
You can easily add media to any question within a Custom Conversation. To do this,
- Click the question’s action menu, or ellipses.
- Select Upload Media.
- Note: This is available for all question types except the Equal Opportunity Employment question.
- You can then either:
- Select the preferred media from the Media Library and then click Add.
- Add new media by following the process below.
- Click + Add New.
- Select the preferred media type.
- Name the media.
- Complete the additional fields.
- Upload a file or add a link.
- Note: If you’ve selected a file from your computer, then you will be prompted to crop the thumbnail for the media that you upload.
- Click Create.
Remove media
You can remove the media added previously by:
- Clicking the trash icon next to the upload.
- Selecting Remove Media from the question’s action menu.
Require video viewing
When a video is added to the conversation, you’ll notice the Required to view full video checkbox. When this is checked, candidates will not be able to move to the next question unless the video is viewed in full. The candidate will not be able to fast forward the video or close the media player until the video has been completely viewed from start to finish. This use case will be more popular when there are compliance requirements involved.
If you’ve selected a question type that allows you to mark answers as Required, then this functionality will be disabled.
You can update the media reprompt messaging for candidates who have not viewed a required video. To do so,
- Select the question’s action menu, or ellipses, and then Edit Reprompt Message from its drop-down menu.
- A slide-out drawer will open. Update the messaging for one or both available sections:
- Message Prompt – This section is the messaging that will be sent to candidates when they have not provided a valid response to the question.
- Media Prompt – This section is the messaging that will be sent to candidates when they have not viewed the required video.
- Select Save.
Candidate experience
Required video
When the media added to the question is required to view, then you will notice that the candidate does not have the ability to Skip past the video. When the video is clicked, the Done button will be disabled until the video has been watched in full. The candidate will also not be able to fast forward through the video or move to the next question until the video is viewed in full.
Optional video
When the media added to the question is optional to view, then the candidate does has the ability to Skip the video.
- Skipping the video. By clicking Skip, we will auto-send Skip as a response to your AI Assistant and move the candidate on to the next question in the conversation.
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Watching the video. If the candidate watches the video, then they can click the Done button, which will send Done as a response to your AI Assistant and move the candidate to the next question in the conversation. The candidate can return to the video and click play as many times as they’d like.
- Note: Clicking Done a second time will not send another Done response.
Additional actions
- ATS Mapping – On every question type, you’ll have the ability to map the candidate's response to a field or many fields within an external ATS. This action is used by our Integrations Team.
- System Attribute – On every question type, you’ll have the ability to map the candidate's response to a Candidate Attribute. This feature is mostly used to properly map response values to Candidate Attributes stored on a candidate’s profile and used to build conditions.
- Edit Tracking Pixel – This option is specifically used for SAP SuccessFactors integrations.
- Disable Question – This option is available for all question types. When selected, the question will not be presented to the candidate in the conversation. You can undo this by selecting the action menu and then Enable Question.
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Delete Question – This option is available for all question types and when selected, the question will be deleted from the conversation.
- Note: This option will not be available for the first question in the conversation.