EMBA Interview Scheduling - Email Appt Invite

Use the Email Appt Invite button on an Admissions Application to invite an MBA or Executive MBA applicant to schedule an interview. You can either email them the invite or get a personal scheduling link to copy and send yourself.

• What it's for
• When to use it
• Where to find the button
• Step by step
  • Step 1: The program screen
    • MBA applications (screen title: Select Service Screen)
    • Cornell Executive MBA (Metro NY) applications (screen title: Select EMBA Process Screen)
    • Executive MBA/MS in Healthcare Leadership applications (screen title: Select EMBA Healthcare Process Screen)
    • Cornell Executive MBA Americas applications (screen title: Select EMBA Americas Process Screen)
  • Step 2A: Email path. Confirm the email details
  • Step 3A: Email path. Confirmation
  • Step 2B: Link path. Copy the link
• Email path or link path: what's the difference?
• What happens after you send (Email path)
• If something goes wrong
• Related articles
• Walkthrough

What it's for

Email Appt Invite builds a scheduling link that is personal to the applicant and their application. When the applicant books through that link, the interview appointment is tied to their application. You choose how the link reaches the applicant:

• Email: Salesforce sends the interview invitation email for you, with the link included. Only MBA and EMBA Americas applications have this option.
• Interview Scheduling URL: Salesforce shows you the link, and you copy it into your own message. All four programs have this option.

When to use it

Use it when you want to send an interview invite to an applicant yourself, rather than waiting for the automatic invite. It works for applications in these four programs:

Salesforce reads the program from the application and shows you the screen for that program. You don't pick the program yourself.

Where to find the button

1. Open the applicant's Admissions Application record.
2. In the action menu at the top of the record, click Email Appt Invite.

Step by step

Step 1: The program screen

Which screen you see depends on the application's program.

MBA applications (screen title: Select Service Screen)

1. Select MBA Service: pick an option from the dropdown. It lists the MBA interviewer preference options (required).
2. The screen asks: "Do you want to email the interview invite to the Applicant, or do you want to get the interview URL?"
3. MBA Email or URL: choose one (required): - Email: send the invitation email for you. Go to Step 2A. - Interview Scheduling URL: show you the link. Go to Step 2B.
4. Click Next.

Cornell Executive MBA (Metro NY) applications (screen title: Select EMBA Process Screen)

The screen reads "Cornell Executive MBA (Metro NY) Interview Process: Select the Interview Process and then click Next to display the EMBA Metro interview scheduling URL for [applicant name] - [application number]."

1. Interviewer Options: choose one (required): - Any [program name] Interviewer (the default): the applicant can book with any interviewer for this program. - Specific [program name] Interviewer: the applicant can only book with the interviewer you pick.
2. If you chose Specific, pick the person from Metro Interviewer Selection (required when shown).
3. EMBA Metro Interview URL: Interview Scheduling URL is already selected, and it's the only choice.
4. Click Next. Go to Step 2B.

Executive MBA/MS in Healthcare Leadership applications (screen title: Select EMBA Healthcare Process Screen)

The screen reads "Executive MBA/MS in Healthcare Leadership Interview Process: Select the Interview Process and then click Next to display the EMBA Healthcare/Leadership interview scheduling URL for [applicant name] - [application number]."

1. Interviewer Options: Any [program name] Interviewer (the default) or Specific [program name] Interviewer.
2. If you chose Specific, pick the person from Healthcare Leadership Interviewer Selection. - This screen doesn't force a choice. If you choose Specific and leave the dropdown blank, the link works with any interviewer.
3. EMBA Healthcare Interview URL: Interview Scheduling URL is already selected, and it's the only choice.
4. Click Next. Go to Step 2B.

Cornell Executive MBA Americas applications (screen title: Select EMBA Americas Process Screen)

The screen reads "Cornell Executive MBA Americas Interview Process: Select the Interview Process and then click Next to display the EMBA Americas interview scheduling URL for [applicant name] - [application number]."

1. Interviewer Options: choose Any [program name] Interviewer (the default) or Specific [program name] Interviewer (required).
2. If you chose Specific, pick the person from Americas Interviewer (required when shown).
3. EMBA Americas Interview Choice: choose one (required): - Interview Scheduling URL (the default): show you the link. Go to Step 2B. - Email: send the invitation email for you. Go to Step 2A.
4. Click Next.

You can't go back from the program screen. To start over, close the window and click Email Appt Invite again.

Step 2A: Email path. Confirm the email details

MBA applications see Confirm Email Details. EMBA Americas applications see Confirm EMBA Americas Email Details, which starts with "You can adjust the below inputs before sending the interview invite to the applicant."

Every field is required and comes pre-filled:

Things to know before you send:

• Email Body is for viewing only. The screen says so: "NOTE: The below Email Body section allows you to view the email template only. Edits made to the Email Body field here will not save to the email template and will not be sent to the applicant. If there is an issue with the email template, please submit a ticket with the Salesforce team."
• For MBA, changes to Email Subject aren't used. The email always goes out with the template's own subject line. For EMBA Americas, the subject you enter is used.
• Changes you make to Sender Email Address, Sender Name, and Recipient Email Address are used for this one email.
• The reply-to address is set for you: meetwithadmissions@johnson.cornell.edu for MBA, emba@cornell.edu for EMBA Americas. You can't change it on this screen.
• To change what you picked on the program screen, click Previous.

Click Next to send the email. The email goes out as soon as you click Next.

Step 3A: Email path. Confirmation

The Email Sent Screen says: "The interview invitation was sent. Click Finish to return to the Application record." Click Finish.

Step 2B: Link path. Copy the link

The Display URL screen shows the applicant's personal scheduling link.

1. Copy the link and paste it into your own email or message to the applicant.
2. If you want to check it, click the link. It opens in a new browser tab.
3. Click Finish.

Email path or link path: what's the difference?

The link path records only the link, because Salesforce can't tell whether or when you sent it. If you use the link path, make a note on the application in whatever way your team usually does.

What happens after you send (Email path)

When you click Next on the confirmation screen, Salesforce does all of this before the Email Sent Screen appears:

1. Sends the invitation email to the Recipient Email Address.
2. Logs a completed Task on the application and the applicant's contact: - Subject: First Interview Email Invite Sent - Type: Email - Status: Completed - Date: today - Assigned to: the application's owner
3. Updates the application: - Interview Invite Sent is checked. - SUMO Interview Invite URL gets the scheduling link that was in the email.

Clicking Finish afterwards just closes the window. The work is already done.

If something goes wrong

"There is no email template associated with the process you selected." The full message reads: "There is no email template associated with the process you selected. Please submit a ticket to the Salesforce team to set this up." No email was sent. Click Previous to check your choices, or submit a ticket to SC Johnson IT.

The flow has no other error messages of its own. If you see any other error, or the window closes without showing you a screen, submit a ticket to SC Johnson IT. Include:

• the application number
• the applicant's program
• the options you chose

Related articles

• SUMO Automatic Scheduling Actions: what happens automatically after an applicant books, reschedules, or cancels.
• Personalized Lead Appointment URL: the same kind of link for Leads.

Walkthrough

A step-by-step recorded walkthrough follows.