Inviting candidates to complete your Willo
We have 3 ways to invite people to your Willo:
1. Share the invite link
This is the easiest way to invite people, simply copy and paste the short invite link into an email, message or website. People can click on your link and complete the assessment in one session.
Each time you publish a new assessment you'll also receive an email containing the invite link which will look something like this: app.willotalent.com/invite/XXXXXXXXXXXXXX
2 . Upload a spreadsheet of people to invite in bulk
Paid plans only - learn how to upgrade.
Upload a CSV with lots of people and they will automatically be invited once you click Invite. This is really great if you have lots of people in a CRM or spreadsheet. You can also track who has received your invite, opened it and completed your assessment. Download the template here. People can click on your link and complete the assessment over multiple sessions.
Phone numbers: when inviting people by phone number please remember to use the correct country code. Eg. +1 or +44 otherwise your SMS will fail to send.
Duplicates: Candidates who have already been invited to the selected assessment will be skipped when included in a CSV upload. To invite a specific candidate again, follow step 3.
3. Invite people manually by email and SMS
Paid plans only - learn how to upgrade.
Add a person's name, email address and phone number to the platform, click Add and then Invite and we'll take care of the rest. Similar to the bulk invite above this is a really easy way to send personalised invites to lots of people. You can also track who has received your invite, opened it and completed your assessment. People can click on your link and complete the assessment over multiple sessions.
Edit the SMS and Email templates used in the libraries menu. Learn about custom templates.
You can check open and bounce status for each email in the candidates activity log. If an email bounces please check that its correct, and re-invite the candidate.
Phone numbers: when inviting people by phone number please remember to use the correct country code. Eg. +1 or +44 otherwise your SMS will fail to send.
Good to know: SMS and Email invites are only available on paid plans.
Reminders
We automatically send out email and SMS reminders to help boost your candidate response rate.
Reminders work on the following schedule:
- Immediately - Invite sent
- 48h later - a reminder is automatically sent
- 24h later - you can send a reminder manually by clicking Remind every 24h.
To send a manual reminder open any candidate record in the Invite column, and then click Remind.
Prefer to send your own using the API?
You can disable the Willo assessment invites using:
"send_notifications" = false
and send them yourself using your own mail provider or in-platform. Check the developer docs.