How to add candidates to an email campaign
Once you've selected your "Approved" candidates for a role, you can add them to an email campaign.
Important Note: Candidates can only be added to a campaign once published. Ensure the campaign to which they'll be assigned is already published.
✅ Click here to find out how to create and publish email campaigns.
There are two ways to add candidate/s to an email campaign:
The first is by going to the "Approved" candidates list on the sidebar:
- Select the candidate(s) under the "No Campaign" category either individually by clicking on their initials or in bulk by clicking the bubble beside "No Campaign".
- Click the three-dot menu in the upper-right corner, then select "Add to Campaign".
- This will present options for adding them to a published campaign or creating a new campaign if necessary.
The second approach involves going directly to the selected candidates from the list.
- Mark your chosen candidates either individually or in bulk. Click the three-dot menu and select "Add to campaign".
- Click the ellipsis for two options:
- "Add to Campaign" automatically assigns them to a chosen published campaign.
- "Create a new campaign" initiates the process of creating a new email campaign.
The final step displays the number of candidates successfully added.
NOTE:
Some candidates may not have a valid email, which can prevent them from being added to a campaign. Please refer to the guidelines here for possible solutions to this issue.