Journey Targeting: Configuration guide
Table of Contents
This guide outlines the process to configure Journey Targeting for your account.
Configuration
Step #1: Enable Client Setup settings
Users with full access to Client Setup can complete the below steps.
- Select the All Apps menu in the top left corner of the header and then Settings in its drop-down menu.
- When the Settings page opens, select Client Setup under the Paradox Tools section.
- Client Setup will then open. From the left panel, scroll down to and open Job Management.
- Toggle on Journey Targeting for ATS Jobs.
- Save the page.
Step #2: Set up Journey Targeting
From the Job Manager page under the Journey Targeting section, you will have to configure the Default and Custom Journey Targeting flows for your account. Click here to learn more.
Step #3: Configure workflows
Once Journey Targeting is set up, you can set workflows to update the candidate's status when they reach a certain status. To do this, follow the steps below.
- Select the All Apps menu in the top left corner of the header and then Settings in its drop-down menu.
- When the Settings page opens, select Workflows under the Automation section.
- Open the preferred workflow or create a new workflow.
- Ensure that the correct Candidate Journey is selected for this journey.
- Note: If creating a workflow, ensure to add in the Workflow Name, Audience, and Languages, if the Multilingual feature is enabled.
- Select + Add Task.
- Select + Add Trigger and then Candidate Status Updated.
- Select the preferred status where the candidate's status should automatically update to another status.
- Click the plus icon.
- Select Move to Status from its drop-down menu.
- Select the preferred stage and then its status.
- Enter a name for the task.
- Click Save.
- Publish the workflow.
- Repeat these steps for all necessary status movements in the Journey Targeting flow.