The purpose of this article is to help you learn how to: 

  • Add campaigns to your funnels
  • Start a campaign for a prospect

 

Before You Begin

Before you start using campaigns in the hiring module, you will need to have at least one audience and one campaign set up in the Marketing section.

To learn more about how to build a campaign form, click here.

For more information about how audiences work, click here

You will also need to have set up a funnel in the Onboarding section. 

Click here to learn how to set up email automation to send out campaigns while building a new funnel. 

 

Add a Campaign to a Funnel

Once you have built your hiring funnel(s), you can choose to incorporate campaigns into any of the funnel's columns.

To begin, go to the Onboarding section and select which funnel you would like to edit from the Funnels menu.  

To add a campaign to a column, click on the pencil icon next to the column's name to edit it. An Update Column pop-up window will appear.

For "Enable email automation?" select "Yes". Then, select which audience your prospect's email will be collected in.

 

Click the blue Update button to save the new automation settings. 

You will now see the column has been updated and a blue Start Campaign button has been added below the "Add Step Note" button.  

 

Start a Campaign

Once you have enabled email automation in a column, you are ready to send out the campaign to that prospect. 

Click the blue Start Campaign button to send out the campaign.

After clicking the button, a green system alert will let you know that the campaign was started successfully and that the prospect has been added to the selected audience.

To view your updated audience list, go to:

Marketing > Campaigns

Click "Options" next to the audience name and select "View Contacts".

You will now see the prospect in your audience list.