Am interested to find out some clever ways to go about achieving the conditions for a candidate survey to be sent. Hopefully someone on here has done something very similar or identical. 😅
Survey to be sent to:
- for each application, anyone who has been in both Phone screen and Decline later buckets
- for each application, anyone who has been in both Phone screen and Offer accepted buckets
Currently, I have a report set up that tells me the date/time a candidate entered entered a bucket and has a row for each bucket. This report is cumulative so the number of rows only ever grows.
i.e. if Bob enters phone screen on 26/10/2025, the report that runs at 10pm on 26/10/2025 will have 1 row. Then if Bob enters decline later on 28/10/2025, the report that runs at 10pm 28/10/2025 will have 2 rows (Bob in phone screen and Bob in decline later).
The report above can also be modified to be non-cumulative which means that in the same example, Bob will have 1 row in both the 26/10/2025 and 28/10/2025 reports.
There are a couple of problems I’m facing in my mind:
- If I use the cumulative report, how would I get the logic to recognise that a survey only needs to be sent once for each application instance (i.e. if Bob applies for 2 different jobs days/weeks/months apart, he will get 2 surveys)?
- If I use the non-cumulative report, how would I get the logic to recognise that Bob has been in both the Phone screen and Decline later (or Offer accepted) buckets?