In the Channel & Audience section of each campaign, you can select a delivery channel and filter the audience who is targeted for the campaign. You can either upload a list or filter the CEM's candidate or user list.

Delivery channels

When building a single or drip campaign, you can select the preferred delivery channel for your campaign from the following options:

• Communication Preference – The recommended option, 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.

Campaign audiences

The audience is chosen at the start of any new campaign, whether that's a drip campaign or one-time campaign. Simply name the campaign and then create your audience by either:

• Uploading an audience
• Filtering candidate or user lists

Audience size limit

Each account has a configured total audience limit per Campaign, which controls the maximum number of candidates that can receive a single campaign. This limit is set in Client Setup and can be configured to one of the following values: 

• Up to 100
• Up to 500
• Up to 1,000
• Up to 5,000
• Up to 10,000
• Up to 20,000
• Up to 50,000
• Up to 100,000 (maximum)

If your filtered audience exceeds your account's configured limit, only the most recently contacted candidates up to that limit will receive the campaign. 

To view or adjust your account's limit, this can be done in Client Setup. Learn more here.

Build an audience

To upload an audience:

1. Select + Add Filter in the Audience subsection.
2. Select Upload Audience.
3. In the Upload List slide-out drawer, drag a file or click to browse in a .csv format.
4. When the file is selected, you can:
   • Assign Source – If uploading a candidate audience, this optional selector displays and allows you to search and select the source tied to candidates from the values that already exist in the system.
   • Confirm Headers – Review and confirm the headers in the file as well as how they should be imported in the system.
5. In the lower-right corner, select Confirm to finalize and upload the audience list.

Filter candidate or employee user lists

To filter by candidates or employees:

1. Select + Add Filter and view the Candidate or Employees audience depending on your account’s configuration.

Depending on your selection, you will have differing filter types to select from to further filter your audience. 

Candidate audience filter types

The following are candidate audience filter types:

• Add Candidates – Select the candidates that you want to manually insert. You can use multi-select with manual creation of new candidates.
• All Candidates – Selects all candidates.
• All Talent Community Candidates – If using Talent Communities, then this will display and allow you to select all candidates tied to your talent communities.
• Campaign – Filter by a campaign that targets the preferred candidate(s).
• Candidate Address – Filter by the address based on either state/region, city, or zip code.
• Candidate by Employee – Filter candidates based on the user assigned or tied to them, including Hiring Managers, Recruiters, Additional Hiring Team Members, Interview Owners, or Interview Attendees. Users can select each user role and search by name, employee ID, or email.
  • Note: Campaigns are paused if a deactivated user is selected.
• Candidate ID – Enter or exclude the preferred candidate ID(s) associated with the preferred candidate(s).
• Candidate Language – Enter or exclude the preferred candidate languages (e.g. Spanish, Chinese, etc).
• Candidate Work Experience – Enter or exclude the preferred work experience.
• Contact Date – Select the first date, last date, a certain date, or a relative date in which candidates were contacted.
• Contacted by – Select a user in the account that has contacted candidates.
• Conversation Name – Select the conversation(s) that engaged your candidates.
• Created – Filter your candidates by the date they were created in the system (e.g. signed up, imported, created, etc) .
• Email – Filter by candidate-specific email addresses.
• Event – Filter by candidates associated with events.
• Event Interview Checked-In – Filter by candidates who checked in to their event interviews.
• Event Interview Scheduled – Filter by candidates who are scheduled for event interviews.
• Event registered – Filter by the candidates who registered for events.
• Group – Filter by candidates that are part of a group in the CEM.
• Job Location – Filter by a job location.
• Job Req ID – Filter by Req ID.
• Job Title – Filter by job title.
• Location – Filter by candidate location.
• Location Radius – Filter by a set mile radius around your own location or a designated location.
• Name – Filter by candidate name.
• Phone – Filter by candidate phone number.
• Referred by – Filter by  user referral.
• Scheduling status – Filter by scheduling status.
• Segment – Filter by the saved candidate segments in your account. 
• Source – Filter by one or more of the sources that brought in candidates.
• Start keyword – Filter by the candidates who used certain keywords to start a conversation with your AI Assistant.
• Status – Filter by Candidate Journey status(es).
• Talent Community Segment – Filter by the saved Talent Community segments in your account. 
• Timezone – Filter by candidate time zone.

Filter type formats

The following are filter type formats:

• Date – Created, Last contacted
• List – Browser Language, Segment, Event, Status, Scheduling Status, Add Candidates
• Text – Name, Email, Phone, Candidate ID, Location, Job Location, Job Req ID, Job Title, Timezone
• True/False – Event Checked-in, Event Registered, Event Scheduled
• Multi-Select List – Group, Location, Contacted by, Referred by, Campaign, Source, Start Keyword, Candidate Language

Employee audience filter types

The following are employee audience filter types:

• Add Employees – Select the preferred users.
• All Employees – Selects all system users.
• Campaign – Select the campaigns with the preferred target audience.
• Created – Filter by the exact or relative dates/timeframes when users were created in the system.
• Email – Filter by specific email addresses.
• Employee Language – Filter by specific user languages.
• Group – Filter by account groups.
• ID – Enter or exclude the preferred user ID(s) associated with the preferred users(s).
• Interview Attendee – Filter by those who were or weren't designated as an interview attendee.
• Interview Completed Date – Filter by a relative or absolute date or date range for completed interviews.
• Interview Scheduled Date – Filter by a relative or absolute date or date range for scheduled interviews.
• Location – Filter by company account locations.
• Name – Filter by user name(s).
• Phone – Filter by user phone number(s).
• Rating – Filter by one or more surveys.
• Rating Completed – Filter by completed or incomplete surveys.
• Rating Completed Date – Filter by a relative or absolute date or date range for completed surveys.
• Rating Sent Date – Filter by a relative or absolute date or date range for when surveys were sent to users.
• Timezone – Filter by user time zone.

Filter type formats

The following are filter type formats:

• Date – Signed up, Last contacted, Created, Interview Completed Date, Interview Scheduled Date, Rating Completed Date, Rating Sent Date
• Multi-select list – Group, Location, Campaign
• Text – Name, Email, Phone, ID, Timezone

Candidate exclusion logic

When applying filters to a candidate audience, the following logic will prevent candidates from being included:

• Candidates assigned a tentative location instead of an actual location.
• Candidates who only have SMS enabled. 
  • Note: When you choose an SMS audience, the filter will show 0 candidates because the account hasn’t configured a campaign outbound phone number.

FAQs