Does your Applicant Tracking System (ATS) integrate with Ratecard?

How to collect feedback on autopilot via Ratecard from within your ATS, even if it's not on our integrations page

By integrating your Applicant Tracking System (ATS) with Ratecard, you can benefit from collecting feedback on autopilot and reporting it back within your ATS. Don't worry about asking for feedback and/or reviews anymore: the process is 100% automated, so it doesn't take up your time. Even if your ATS is not mentioned as a Ratecard integration. Get started now and improve every day!

Feedback on autopilot... possible in your ATS?

If your ATS isn't mentioned as one of our integrations, we still have ways to set up an integration with Ratecard. There are two main ways to integrate your ATS with Ratecard in order to collect feedback on autopilot: via our REST API, and via our JSON import.

Via REST API

The first way is to ask your developer(s) and/or ATS to make a custom integration with Ratecard through our REST API. You can get your API credentials within your account, and start integrating from there.

Via JSON import

In order to be able to set up an integration via our JSON import, your ATS needs to have these features:

• Workflow management: you need to be able to set up an event, trigger and/or workflow within your ATS and set up an email alert as action, e.g. if the status of a placement changes to "approved", then send an email to
• Email templates with variables: you need to be able to create email templates consisting of variables, like the example below (see: step 2)
  
  

Installation guide

Step 1: Create a smart group within Ratecard

First of all, you need  a smart group in Ratecard. The smart group address will be used to send your email template to, so you can send an event-based campaign to i.e. your candidates, clients and/or employees. Make sure you have at least added one group, give the group a name - e.g.  "Name of ATS | Candidate | Contract activated", and copy the address in your list with smart groups within Ratecard:

**groupid**@group.ratecard.io

Step 2: Create an email template within your ATS

Now let's go on to your ATS, and login using your credentials. We will now set up an email template that we will later send if an event occurs within your ATS (e.g. a contract is activated or a placement is approved; see: further steps). Follow these steps in order to add your email template correctly:

• Go to the section where you can add or edit email templates
• Create a new email template
• If you can choose, opt for a text-only email template (an HTML email template is fine, too, however)
• Give your email template a name, e.g. "Ratecard | New placement", and use this as the subject of your email as well (if you can specify that as well)
• Copy and paste the text below in the "Email Body" field of your template, and click "Save" to save your template. Please note, you can send the owner value as an email address or a full name (e.g. john.doe@example.com, "Doe, John" or "John Doe"):

Example of JSON w/ variables you can send to Ratecard via the email body

beginratecard
[
{
"firstname": "{ats.candidate.firstname}",
"lastname": "{ats.candidate.middlename} {ats.candidate.lastname}",
"email": "{ats.candidate.email}",
"phone": "{ats.candidate.mobilephone}",
"owner": "{ats.candidate.owner.email}",
"jobstart": "{ats.job.startdatetime}",
"jobend": "{ats.job.enddatetime}",
"candidateid": "{ats.candidate.id}",
"placementid": "{ats.placement.id}",
"jobid": "{ats.job.id}",
"source": "{ats.name}"
}
]
endratecard

Example of JSON w/ dummy values you can send to Ratecard via the email body

beginratecard
[
{
"firstname": "John",
"lastname": "Doe",
"email": "john.doe@example.com",
"phone": "+31612345678",
"owner": "your.name@example.com",
"jobstart": "TZID=Europe/Amsterdam:20190801T083000",
"jobend": "TZID=Europe/Amsterdam:20200131T180000",
"candidateid": "CAN-001",
"placementid": "PLA-001",
"jobid": "JOB-001",
"source": "Your ATS"
}
]
endratecard

Step 3: Add smart fields to your group within Ratecard

Within Ratecard a contact always consists of four standard fields: first name, last name, email, and phone. We need at least and email address to send the feedback campaign, and prefer to also receive a first name in order to personalise the messaging.

However, you can add more data to each contact by using smart fields. For example, the owner field is very important - with that field you can personalise the message by sending the message from whomever the candidate spoke with. Make sure you've added these smart fields in order to be able to catch the fields used in the email template example above:

• Owner | Type: Team members | Tag name: owner
• Job start date | Type: Date/time | Tag name: contractstart
• Job end date | Type: Date/time | Tag name: contractend
• Candidate ID | Type: Text | Tag name: jobid
• Placement ID | Type: Text | Tag name: placementid
• Job ID | Type: Text | Tag name: recordtype
• Source | Type: Text | Tag name: source

Step 4: Set up a workflow within your ATS

Next, we will set up a workflow within your ATS that will make sure the email template will be filled and send whenever an event occurs within your ATS. Follow these steps in order to set up a workflow correctly:

• Go to the workflow or trigger manager within your ATS
• Create a new workflow or trigger
• Give your workflow or trigger a name, e.g. "Ratecard | Placement approved"
• Select the object to which the workflow should apply, and specify the event or rule, e.g. "Placement: Status" with operator "equals" and value "Approved"
• Now set up an email alert or notification as your workflow action
• Give your email alert or notification a name, e.g. "Ratecard | Feedback on autopilot", and select the email template you made in the previous step
• Now enter the address of the group you created in step 1, to make sure the email is sent to the correct group (and added to the campaign you specify in the next steps)

Step 5: Collect feedback on autopilot via Ratecard

It's time to set up an event-based campaign that is sent out to each new contact that is added to the smart group you selected in step 1 above. Within this campaign you can select the form you would like to use to ask the right questions at the right time. If you don't have any forms yet within Ratecard, you can build your own form and/or use our proven questionnaires (e.g. for CX, cNPS, eNPS or EX). Make sure (a) you add the smart fields mentioned above to your email template within the campaign you've set up in Ratecard, and (b) add a hidden field for each smart field mentioned above within the form you're using to collect feedback and/or reviews.

Congrats, you're all set now! Real-time and personalised requests will be send out per email and SMS once your trigger(s) is/are fired within your ATS. Now you can improve every day and grow like a champion 🤘🚀

Interested?

If you're interested in collecting feedback and/or reviews on autopilot via Ratecard, please let us know. Not a customer of Ratecard yet? Don't worry, Ratecard offers a free trial so you can test the waters without any risks. You can also book a demo, of course.