If a candidate applies via the application questionnaire, a confirmation email is automatically triggered. However, manually entered applications require a manually sent confirmation email. We recommend that you do this via a status.
Attention
You will need consent to the privacy policy from each applicant in order to store and process the data in your d.vinci system in a data protection-compliant manner. We therefore recommend sending the data protection query to every applicant who has not applied online.
Proceed as follows:
1. Create a questionnaire (for forwarding)
- Open the page Questionnaires.
- Click on + Questionnaire. An input form will be displayed.
- Enter "Data Protection Query" as the Display Name, for example.
- Select Questionnaire (for forwarding) under Type.
- Click on the button Create. The page Questionnaire with the enabled tab Data will be displayed.
- Click on the tab Form and then on the edit icon next to Application Form.
- Activate the field Consent to Privacy Policy.
- Click on Update.
- Click on the edit icon next to Consent to Privacy Policy.
- Fill out the form.
- Click on Update or Update All.
2. Create an application status
Create a new application status.
Configuration
- Name: For example, "New - Manual Confirmation Email"
- Send questionnaire: Yes
- Mandatory correspondence: Yes
3. Create a correspondence template
Create a correspondence template.
Configuration
- Name: For example, "Confirmation Email (Manual)"
- Available for: Status Change
- Status: The previously created one
- Questionnaire: The previously created one
- Content: Enter the text of the confirmation email here and insert the placeholder Questionnaire - URL via [T].
4. Change status and trigger correspondence
Open the applicant, change the status to the newly created one, select the correspondence, and press Perform Status Change.