he Apply Invitation campaign type streamlines the process of inviting candidates to apply for jobs directly from a campaign. Instead of manually copying and pasting job links, recruiters can select one or more jobs and send a branded, templatized invitation to candidates. This feature helps increase applicant conversion rates, saves time, and provides clear metrics on campaign effectiveness.

Configuration

Step #1: Enable Client Setup settings

Ensure that either Conversational ATS or External ATS Job Management and Campaigns are enabled in Client Setup.

Step #2: Check user permissions

Users will need to have full access to Campaigns in order to create and send Apply Invitations via campaigns. In addition to this, users will only be able to select the jobs that they have access to when creating a Campaign Apply Invitation. Check user permissions to ensure that the correct users have access to campaigns and contact your CS Representative for assistance in adjusting any permissions, if needed.

Step #3: Create campaign messaging templates (optional)

Create or review branded campaign messaging templates in the CMS for users to choose when creating Campaign Apply Invitations. Click here to create new messaging templates.

Create an Apply Invitation campaign

1. Select the All Apps menu in the top left corner of the header and then Campaigns from its drop-down menu.
2. The Campaigns page will then open. Select + Create New Campaign in the top right corner of the page.
3. Select the campaign option from the modal that opens. Options include:
   • Single Campaign – Sends only one campaign to people who match rules right now.
     • Note: The process that follows will walk through a single campaign.
   • Drip Campaign – Sends a series of campaigns to people that match rules in the future.

Channel & Audience section

4. Name your campaign.
5. If the Multi-branding feature is enabled in your account, select the brand associated with this campaign.
6. Select the preferred delivery channel you want to send the campaign through. Options include:
   • Communication Preference – The recommended channel to select, which ensures candidates receive the campaign via their single preferred channel (SMS or Email) to maximize reach while honoring individual choice.
   • SMS – Candidates receive the campaign via text message only if SMS is explicitly listed as their preferred communication method.
   • Email – Candidates receive the campaign via email only if Email is explicitly listed as their preferred communication method.
7. Select the candidate audience using + Add Filter, then add or update any additional filters and the Candidate Timeframe as needed. For details on channel options, audience filter types, upload instructions, and audience size limits, read Campaign's audience builder.
8. Select View Audience to preview the candidates within your filters.
9. In the upper-right corner, select Next to move to the next section.

Associate Event section

You are unable to associate an event with an Apply Invitation campaign type. Because of this, simply select Next in the top right corner of the section.

• Note: If you want to schedule and register candidates for events, send out a Scheduling campaign.

Compose section

10. Select the persona you want users to receive the campaign from by selecting the Sender.
11. Select Apply Invitation as your Campaign Type. 
12. (Optional) If applicable, choose the Messaging Template that should be used for this communication.
    • Note: Only campaign messaging templates can be found and selected from this dropdown.
13. By default, an introduction message will display on the righthand side of the screen, which will be updated if a messaging template is selected. Review and edit this message if needed.
    • Note: View a mock mobile phone/email preview by navigating between the SMS and Email tabs. 
14. Open the Email tab and update the subject line for this campaign’s email communication.
15. Click into the Jobs selector to open a slide-out drawer with only the active jobs that you have access to and based on the selected brand. Select the jobs you want to send via this campaign and then click Add Jobs to Campaign from the bottom right corner of this drawer.
    • Notes:
      • At least one job must be selected, and a maximum of 20 jobs can be selected.
      • If using Hot Jobs, then any job marked as a Hot Job will display at the top of the list.
      • If using Multi-Branding, then only active jobs associated with the selected brand will display.
16. (Optional, but encouraged) Select Send a Test from the bottom left corner of the builder to send a test of the campaign to a specific email or phone number.
17. Select Next in the top right corner of the builder.

Schedule section

18. Set the date, time, and time zone that this campaign will be sent.
    • Note: Campaigns cannot be edited, rescheduled, or deleted within 15 minutes of the scheduled time.
19. Select Schedule Campaign in the bottom right corner of the builder.
20. In the modal that opens, select Confirm to officially schedule the campaign or Cancel to return back to the Campaign Builder.

Permissions

Access to sending a campaign is based on the Campaigns permission. By default, Company/Account Admins, Full User - Edit Everythings, Power Users, and Franchise Owners will have full access to this permission.

The Access to All Campaigns child permission under the Campaigns parent permission allows you to grant users access to all campaigns in the account or restrict users access to only their own campaigns with the below access levels:

• Full Access: User can view and edit every campaign.
• No Access: User can only view and edit their own campaigns that they’ve created.