1. Introduction to the Feature
The selection process is at the heart of any successful program. The Accepting and Rejecting feature allows administrators to move applicants through the recruitment funnel efficiently. This feature ensures that high-potential startups are transitioned seamlessly into active programs while maintaining professional communication with those who are not the right fit through automated, reason-based notifications.
2. Feature Location
The actions for accepting or rejecting applicants are primarily managed within the Application Management section:
- Application Funnel: View the overall pipeline.
- Application File: Access individual applications to perform reviews and actions.
- Emails Management: This is where you pre-configure rejection templates based on specific motives.
3. Step-by-Step Actions
- Go to Application Overview.
- Apply the filters: Funnel and status or round.
- Apply additional filters if necessary (for example, Decision Needed, which will show only the applicants that still need to be accepted or rejected).
- Select an applicant to start and open their Application File.
- Perform the required action (evaluate, a meeting, leave a comment, etc.), and then choose to Accept or Reject the applicant to move them to the next round.
- If you accept, the applicant will receive an email according to the configuration set in the funnel, if applicable.
- If you reject, a pop-up will appear allowing you to select the rejection email template, choose whether to send it immediately or schedule it, and decide whether the applicant should receive the email notification.
- When you reach the final round and accept the applicant, you will need to select which program the user will be linked to, as well as assign their tags. If it was a startup funnel, the applicant will automatically be converted to the cofounder user role. If it was a user funnel, you will have the option to choose which user role they will be converted to.
Note: Unlike acceptance emails, rejection emails must be pre-created in Emails Management and linked to a Type. The system sends the specific email tied to the reason you select.
💡 Tips & Best Practices
- Permissions: Only Admins and Sub-Admins have the authority to accept or reject applicants. If you cannot see these buttons, check your user role permissions.
- Bulk Actions (Efficiency Tip): You can process dozens of applicants at once. Go to the funnel view, filter by status, use the Checkboxes to select multiple applicants, and use the Batch Options to accept or reject them in one click.
- Case-by-Case Communication: If you need to send a highly personalized message that differs from your standard templates, use the Bulk Email option from the application overview.
- Motive-Based Rejections: Always ensure your Emails Management section is updated with clear templates for different rejection reasons (e.g., "Out of Scope," "Market fit," "Out of geography"). This ensures the applicant receives constructive feedback automatically.