Customize Skill Marketing organization settings

Customize client facing emails, feedback questions and the columns that appear on tearsheets

Create a standard email template for individual candidate submissions, and tearsheet email submissions  Also select the columns to display on the tearsheets.  Customize the feedback questions you would like your clients to answer when looking at candidates. 

Access the Organizational Settings

User accounts with Admin permissions can access the organizational settings at app.3diq.com

From here click the gear icon in the upper right corner and select Organization Settings.  Click the Skills Marketing tab. 

Skill Marketing Settings

Customize the header your clients see when viewing a tearsheet.  The Tearsheets page title field is 'Candidates' as a default. Simply type the header you wish to see in the field. 

This title now appears on each tearsheet your clients view when they click the link from their email.  

In the Tearsheet columns section, use the drop-down menu to select the information you would like to display on the tearsheet your client will view using any Bullhorn field. Use the 'Search for columns' field to quickly locate the columns you would like to display. Remove individual unwanted columns by clicking the x next to the column name or remove all by clicking the x next to the down arrow.  

Individual Candidate email template

Customize the email template your client will see when sending an individual candidate through skill marketing. 

  • Modify the Email subject line field by typing over the existing text.  
  • Select from the drop-down menu the user that you would like to email to come from. 
  • Select from the drop-down menu the format from which you would like the email to come. 

  • Customize the body of the email. Use the variables listed to pull content in automatically.  The email template can be edited by using the toolbar to edit any of the variables such as fonts, text color, alignment, bullets, and insert an image.

Preferred Note Action Author and Skill Marketing Notification Recipients

  • Select the user type that will be the author of the Bullhorn Note written into the candidate's profile. If left blank the API User will be used as a default. 
  • Select the users that will receive View and Feedback notifications when a client clicks the profile link and submits positive or negative feedback. 

Activity notes and notifications

You can choose which notes are written into Bullhorn as well as which notifications are sent.  Toggle off the options for which you would like to stop notes and emails. 

Select which users will receive the email notifications by checking the box next to the user type. Apart from the standard users, you can add one additional email to receive all notifications. 

By default, feedback can only be given one time per device. If you would like to allow your clients to provide feedback more than one time on a candidate profile, select the 'Allow leaving feedback more than once' option. Update the wording that appears on the feedback box using the Feedback title section. 

Tearsheet options email template

Customize the email template your client will see when sending tearsheets to clients through skill marketing. 

All 'Public' tearsheets within Bullhorn will populate in 3DIQ Skill Marketing.  You have the option to filter tearsheets with one keyword or a phrase to lessen the number of tearsheets imported. All tearsheets would need to include this in the title to be visible.  


  • Modify the Email subject line field by typing over the existing text.  
  • Select from the drop-down menu the user that you would like to email to come from. 
  • Select from the drop-down menu the format you would like the email to come.

  • Customize the body of the email. Use the variables listed to pull content in automatically.  The email template can be edited by using the toolbar to edit any of the variables such as fonts, text color, alignment, bullets, and insert an image.

Customize Client Feedback

3DIQ's Client Feedback options are essential to engaging with your clients and reducing feedback time. By default, each resume allows clients to submit feedback using a set of standard questions when both approving or declining candidates.

Please Note: Changing these settings will set the default feedback options for your entire organization and instantly update all existing resume links.

Feedback Title

Thumbs-up questions:

These are the questions your client will see when clicking "Thumbs Up" on a resume. You may toggle off one or both default questions, in addition to creating up to three custom open-text boxes or four multiple-choice questions. To add a custom question, click the 'Add Custom Question' or 'Add Custom Multiple Choice Question' buttons.

Thumbs down questions:

These are the questions the user will see when clicking "Thumbs Down" on a resume. You may toggle the default questions off for this response as well as add up to three custom text boxes or four multiple-choice questions.

Please Note: Removing all default questions without adding custom questions will allow users to Approve/Decline resumes without giving any feedback. This may be desirable in situations where quick or limited feedback is required.

Email Address and Terms and Conditions

You can also decide whether to ask your clients for their email addresses and/or have them agree to 3DIQ's Terms and Conditions. Each of these questions can be shown/hidden or marked as "required."

Please Note: For customers who must comply with GDPR, CCPA, or similar data protection regulations, these options are required to be included to receive feedback.

Best Practices for Custom Feedback Questions

1. Encourage your clients to respond

Our experience shows that the more you encourage your clients to give you feedback using the feedback box, the more likely they are to do so. We suggest telling your clients to give you initial feedback via the box the first time they view a resume.

2. Short and sweet

Keep your questions short and to the point and use as few questions as possible. The less your clients have to read, the more likely they are to submit feedback.

3. Keep them consistent

Do your best to keep the questions the same every time. The goal is to encourage initial feedback quickly while encouraging your client to respond directly with more detailed questions.

4. Avoid requiring responses

Clients are more likely to follow through with complete feedback if they are allowed to leave some questions blank. 3DIQ allows you to require responses for custom questions but suggests that you only do so for critical questions.