OVERVIEW
The Candidate Relationship Management (CRM) module allows you to create and run email campaigns, designed to accelerate engagement opportunities and help achieve recruiting efficiencies.
For each campaign you can:
- Add contacts - Add contacts to your campaign from your existing pool of candidates or by importing them from a spreadsheet.
- Create emails - Create engaging emails containing sections, text, images, buttons and other elements.
- Send emails manually - Manually send an email to all the contacts added to a campaign.
- Schedule emails and automate sending - Set up triggers automate the sending of emails.
- Monitor your campaign's performance - Your campaign provides essential metrics for monitoring and analysing its performance. Access overall campaign metrics via the 'Summary' tab. For specific email insights, navigate to the summary tab of the respective email.
CRM CAMPAIGNS PAGE
To get started click CRM in the left hand menu. You will be taken to the campaigns page, which displays an overview of all CRM campaigns on your system.
Key Actions
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Filter & Search: Use the search bar (top-left) or the Range dropdown to quickly locate specific or recent campaigns.
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Switch Views: Use the Grid | List toggle (top-right) to switch between the visually detailed Grid view and the streamlined List view.
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Create a Campaign: Start a new project by clicking the Create Campaign button in the top-right corner.
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Manage Archives:
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Bulk Archive: Click Bulk Archive, select your target campaigns, and confirm by clicking Archive.
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View Hidden Items: Toggle the Show Archived checkbox to see campaigns that have been moved out of the active list.
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