Creating a Campaign Workflow
Navigate to the Campaigns tab and click Create Campaign. Campaigns involve defining a trigger and a sequence of automated steps.- Set the Trigger: The campaign begins automatically whenever an Owner or Viewer adds a Candidate to it from Talent Search.
- Add Timer Steps: Use a Timer step to create delays (e.g., “Wait before next step” for 2 days).
- Add Email Steps: Use a Send Email step to send a personalized outreach email.
Email Templates
You do not need to rewrite emails for every step. You can create Quick Emails directly inline while building your workflow. Assign subjects and formatted HTML bodies that persist across your workspace, making it easy to reuse your best-performing templates.Managing Candidate Conversations
The Conversations modal allows you to manage one-on-one communication. When a Candidate replies to a campaign email, you can view the entire thread.- Select a Candidate from the campaign list to open the Conversation modal.
- Review their basic information and LinkedIn profile on the sidebar.
- Write and send manual replies directly inline to further engage them.

