Prelude's Candidate Reminders feature ensures that your candidates never miss a meeting! This article will cover Candidate Interview Reminders sent through email for Loops interviews. For more information about creating these reminders for Bookings and Booking Requests, see this article.
In this Article
How Candidate Interview Reminders Work
Once you've set up candidate reminders for your Loop, the scheduled candidate will receive the designated reminder email(s) at the time interval(s) you've set.
For example, if you set the time interval to 24 hours and the candidate is scheduled for a Loop that begins on Tuesday, 2/7 at 1:00 PM EST, they will receive the reminder email on Monday, 2/6 at 1:00 PM EST.
Reminders can be customized to include any and all information you wish to share with the candidate. This is a useful way to ensure that your candidate hasn't forgotten about their interview, and has everything they need to be prepared.
📝 Note: Candidate Reminders update automatically when interview changes are made. We recommend making all interview changes through Prelude, rather than on your calendar.
Setting up Default Candidate Reminders
If you would like to add reminders across all future Loops interviews, you can save time by setting up default reminders for Loops. These reminders are user-specific, not company-wide. Setting up default reminders for Loops will only affect the Loops you create.
To set default candidate reminders for Loops interviews, navigate to Settings > User Preferences > Loops.
Under Default candidate reminders, click Add reminder:
In the new reminder, you can adjust these settings:
Set the time window for your reminder (when the reminder should be triggered)
Apply a template from this list or create an email from scratch
Optional: Include additional direct recipients on the email
Optional: Include additional recipients to be CCed / BCCed on the email
If you want to set up an additional reminder, click Add reminder. When you are done adding reminders, click Save:
Moving forward, for any Loops that you create, candidates will receive email reminders.
Viewing and Managing Reminders on a Scheduled Loop
To view and manage any upcoming reminders for a particular Loop, you can easily do so from the Candidate Communications tab once your Loop has been scheduled.
To get started, open the Loop and click on the Candidate Communications tab:
On this page, your communication list will be pre-populated with your default reminders:
Adding a New Reminder
When you need to add a new reminder for a specific Loop, click the clock icon:
In the new reminder, you can adjust these settings (just like the default reminders):
Set the time window for your reminder (when the reminder should be triggered)
Apply a template from this list or create an email from scratch
Optional: Include additional direct recipients on the email
Optional: Include additional recipients to be CCed / BCCed on the email
When you are done creating the reminder, you can select these options to Preview and Schedule reminder:
Canceling a Reminder
When you need to cancel a reminder, click Cancel send on the right-hand side of the scheduled date and time:
The page will refresh and the reminder will be canceled.
Editing a Reminder
When you need to edit a reminder, click Cancel send on the right-hand side of the scheduled date and time:
The page will refresh and you will be able to make any changes, such as editing the recipients and the body description.
Once you finish those updates, you can select these options to Preview and Schedule reminder:
The page will refresh and the reminder will be displayed in your list.
If you have any questions about candidate reminders, please reach out to Prelude Support!