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# Invite Candidates to an Automated Interview (Single & Bulk)

Ready to get to know your applicants? How you invite candidates depends on the invitation method chosen when the template was created. Each template uses **one method only** — either direct invitations (individual or bulk) or an open share link, but not both simultaneously.

| **Which method does my template use?** The invitation method is set at template creation and shown on the template's **Setup** tab. Since a template can only use one method at a time, you cannot add a share link to a direct-invitations template or vice versa. To use both methods for the same role, duplicate the template and switch the method on the copy — then run both templates side by side.

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## 1. Inviting Individual Candidates (Direct Invitations)

If your template uses **direct invitations** and you only need to invite a few candidates, sending individual invitations is quick and straightforward.

1. Go to **Templates** from the main sidebar menu.
2. Open the automated interview template you like to use and click on the **Invite** tab.

| **Quick tip:** You can also invite a candidate directly from the Templates overview by clicking the **Options menu (...)** next to an active interview template and selecting **Invite Candidate**.

3. Click the **Invite candidate** button.
4. The **Interview deadline** and the **Timezone** are set automatically according to the account and template defaults. You can adjust if needed.
5. Fill in the required candidate details: **First name**, **Last name**, and **Email**.
6. *Optional:* Add a **Phone number** (useful if you plan to send SMS reminders)
7. *Optional:* Write a **Personal message** to customize the invitation email.
8. Click **Invite candidate** to send the invitation.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/d/8/c/2d8ceb79554a0200/bildschirmfoto-2026-03-10-um-0_16ecdio.png =574xauto)
---

## 2. Bulk Inviting Candidates (CSV Upload)

For high-volume hiring (e.g., campaigns, apprentices/trainees, seasonal hiring), use the bulk invite feature to send out multiple invitations in seconds.

1. Open your automated interview and navigate to the **Invite** tab.
2. Click the **Bulk invite** button.
3. Prepare your CSV file. Your file must perfectly match these required columns:
* **Candidate First Name**
* **Candidate Last Name**
* **Candidate email**
* **Phone**
* **Gender**
4. Save as a .csv file with the encoding "Unicode – UTF-8" and "LF".
5. Drag and drop (or click to upload) your formatted CSV file directly into the upload modal.
6. The platform will process your list in the background. You will receive a confirmation email once all invitations have been successfully sent.

||| **Important:** Our system uses batch validation to prevent partial sends. If even one row in your CSV contains an error (like an invalid email format), the entire upload will fail. Always double-check your data before uploading!

If you have questions, or need help, feel free to reach out to our Support Team (support@cammio.com).

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## 3. Sharing via Open Share Link

If your template was created with the **Open share link** invitation method, a single public URL is available for you to share broadly.

1. Open your automated interview template.
2. Go to the **Invitations** tab.
3. Find the **Open share link** section and copy the URL.
4. Share the URL wherever candidates can find it: job postings, career pages, QR codes, emails, social media, etc.

Any candidate with the link can click it to start the interview immediately.

|| **ATS integration note:** Candidates who apply via an open share link are **not** automatically synced to your ATS integration. Only direct invitations trigger ATS sync. If ATS tracking is required for this role, create a separate template using direct invitations — you can duplicate this template and switch the method on the copy.

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## Troubleshooting

| Issue | What's happening | How to fix it |
| ---- |
| Candidate didn't receive the invite email | Email may be invalid, blocked, or landed in spam | Verify the **Email** field, ask candidate to check spam/quarantine, then use **Copy candidate link** to share the URL manually |
| CSV upload fails | One or more rows are malformed and the batch fails | Validate required columns + email formats; remove/repair the bad row(s) and re-upload |
| Candidate says the link is expired | The deadline passed (or the link validity window is over) | Use **Extend deadline** (recommended) or re-invite if needed |

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## Next Steps

* Invitations sent out? Learn [How to Track Candidate Progress and Invitation Status](/en/article/how-to-track-candidate-progress-and-invitation-status-1ep7wsx/)
* Keep your pipeline moving by learning how to [Send Manual Reminders (Email & SMS)](/en/article/send-manual-reminders-email-sms-1twks6v/)
* Need to adjust a due date? Learn how to [Extend an Interview Deadline](/en/article/extend-an-interview-deadline-1767lj6/)