TABLE OF CONTENTS

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)

  1. Open the page Questionnaires.
  2. Click on + Questionnaire. An input form will be displayed.
  3. Enter "Data Protection Query" as the Display Name, for example.
  4. Select Questionnaire (for forwarding) under Type.
  5. Click on the button Create. The page Questionnaire with the enabled tab Data will be displayed.
  6. Click on the tab Form and then on the edit icon next to Application Form.
  7. Activate the field Consent to Privacy Policy.
  8. Click on Update.
  9. Click on the edit icon next to Consent to Privacy Policy.
  10. Fill out the form.
  11. 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.