How do I create an email campaign?

About Email Campaigns

Creating automated email campaigns lets you connect more efficiently with the candidates you receive from HootRecruit. Based on your parameters, candidates added to these campaigns will receive follow-up emails until they respond or the campaign ends.

You can customize the text, format, and number of email steps in the campaign and personalize your messages with candidate details like their name and current company.

Email campaigns are tied to roles so that they can be created:

1. After you submit the role intake form, you will be asked to create an outreach campaign. You can make any necessary edits at this stage or skip this step first and go straight to the role summary.

   

2. To create a campaign for a specific role, click "+ Add Campaign" at the bottom left of the Role Page.

   

There are three options to create your email campaign.

1. Use AI Compose to create campaigns with AI's help.

   

2. Get a quick start by using a pre-designed, customizable email campaign sequence.

   

3. Starting from Scratch — Build a unique email campaign from the ground up.

   

Creating email campaigns

• Using AI Compose

• Default Template

1. Clicking on the default template will take you to a predesigned email sequence.

2. Additional steps and actions can be created by clicking “+Add a Step” on the flowchart.

3. You can edit the body of the email or access premade templates easily by clicking on "Use Template".
4. Attachments can be uploaded, and you can choose the email scheduling option.
1. The Scheduled option allows you to set a specific number of days and a particular time for the email to be sent.
2. The No Delay option sends emails instantly to candidates added to the specific email campaign.

5. Once you've finished drafting the email, click the "Preview" section to review the format before sending it.

6. Send a test email to your verified address and check your inbox to ensure everything is correct.

7. Once you are satisfied with the email campaign you have created, you can name it by clicking the pen 🖊️ icon at the top right of the page.
8. Finally, click on “Publish” to start connecting with your candidates!

• Start from scratch

1. Starting from scratch will provide a blank slate for crafting your email sequence.

2. Click "+Add A Step" to open a blank email writing area. You can write a custom email or use one of your saved premade templates here.

3. After composing your customized email, follow steps 4-8 mentioned above to publish your email.