If you want to see the emails, texts, and automations recruits receive as they move through your recruiting pipeline, there are two main ways to do it:
1. Test It Yourself as a “Fake Recruit” #
One of the easiest ways to preview communications is to go through the process as if you were a recruit.
Steps:
- Go to your Join KW page on your live site.
- Fill out the form with your own information, but:
- Leave the phone number blank to avoid receiving unnecessary text messages.
- Use a different email address than the one you use to log into the system (e.g., your personal email, not your @kw.com or market center email).
- Submit the form and move yourself through the pipeline as you would with a recruit.
This lets you:
- Experience exactly what a recruit sees.
- Understand the timing and tone of emails/texts.
- Test how automations trigger as you change stages in the pipeline.
Note: This method takes more time, but it gives you a real-world view of the nurture process.
2. Review Automations Inside the Dashboard #
If you just want to preview messages without going through the full pipeline, you can view them directly in the Automations section of your dashboard.
Steps:
- Log in to your dashboard.
- From the left-hand menu, click Automation.
- Select Website from the top navigation.
- Choose the automation you want to review:
- Join KW → Triggers based on licensing status (Not in School, In School, Experienced Agent, Brokerage Owner).
- Click into a specific workflow (e.g., Not in School).
- Open each step to see the:
- Email subject line
- Body content
- Timing of send
Important Editing Notes #
- Dynamic Tags: Anything inside
{{ double brackets }}is pulling in personalized or dynamic info (e.g., first name, market center name). Do not delete or change these unless you fully understand the impact. - Links: Links often use custom redirects. Do not change them in the emails — they are managed separately so they can be updated without editing every automation.
- Save Carefully: If you only want to review, don’t hit Save after opening an automation.
Understanding the Pipeline Automations #
Automations are organized by where the recruit is in the pipeline. Examples:
- Not in School – Long-term nurture emails after initial interest.
- Registered for Info Session – Quick actions to move them from one stage to another.
- Attended Info Session (Last 60 Days) – Notifications to referrers and assigned users.
- K-Score Related Stages – Automated reminders and updates about licensing coursework.
Why You Should Avoid Dropping Recruits Mid-Pipeline #
If you manually add someone into the middle of a pipeline:
- They may trigger multiple automations at once.
- They could get emails or texts that feel out of order (e.g., “Your course expires in 15 days” when they signed up a month ago).
- You risk overwhelming the recruit with too much communication too quickly.
Always add recruits at the right starting point and let automations run as designed.
Key Takeaways #
- Use the “fake recruit” method for a full, real-world test.
- Use the Automations tab for quick reviews.
- Be careful editing — dynamic tags and links are essential.
- Respect the pipeline order to prevent confusing or overwhelming recruits.
