To set this up for each question, you need to set up certain conditions that the answers should meet before a candidate gets sorted between shortlisted or rejected folder.
I. Go to Smart Filters Tab
Step 1: Log in to Talkpush
Step 2: Select a campaign
Step 3: Click on "campaign settings"
Step 4: On the left hand-side of the screen, go to "smart filters" tab
Now it's time to set up the smart filters.
II. Setting Up Smart Filters
Step 6: Choose between auto shortlist or auto reject tabs
Step 7: On the selected question, click on the arrow down button and select the answer_(question #)
*Note: If there is any question that is not required special answer by the candidate to be Rejected or Shortlist, you can leave it blank
Step 8: Next step is to choose the condition.
*Note: If you will use ‘equal’ or 'Not equal' as a rule, remember to type in the answer in the exact same manner that you’ve used when setting it up previously in the Questions tab, otherwise the Smart filters won't work.
Step 9 : Type in the specific answer on the field next to conditions.
It needs to be exactly the same as the answers previously save when you setup your questions for the campaign.
Remember that this option, only works with the exact match of the answer that the candidate writes.
Step 10 : Repeat the steps for other questions.
Step 11 : Finally, click on "save smart filters".
III. Add New Rules (Optional)
You can have multiple conditions in each questions by clicking on "add rule". This works very well with Multiple Choice type of questions, if you have set up the options to be very clear and direct.
Remember that the options should be exactly the same as the options you previously wrote in the questions.
How does it work?
Question: What is your highest educational attainment?
Choices: College Grad
High school Grad
For an instance, you wish to shortlist candidates with an educational attainment of College Grad OR College Level only. Simply click on "add rule" then repeat steps 6 - 9. Lastly, select "OR" button since you're looking for a College Grad OR College Level candidates.
*Note: Use "add group" if you wish to have a more extensive set of rules.
Phew! That's it!
Automate your process now!