Table of Contents
If you have multiple brands, you can send brand-specific messages to your candidates, directly from brand-specific outbound phone numbers. This ensures that communications align with your relevant brands.
Use cases
- Teams who want to recruit for multiple distinct brands within a single account, ensuring all campaigns originate from the correct brand identity.
- Recruiters who want to send campaigns to specific candidate audiences, ensuring personalized outreach that aligns with the brand's identity.
Configuration
Learn how to enable this feature here.
Send a brand-specific campaign
To send a campaign from your brand, follow the steps below:
- Select the All Apps menu in the top left corner of the header and then Campaigns in its drop-down menu.
- The Campaigns page will then open. Select + Create New Campaign in the top right corner of this page.
- 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.
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Single Campaign – Sends only one campaign to people who match rules right now.
Channel & Audience section
- Name your campaign.
- Select the brand associated with this campaign.
You can only select one brand in this dropdown menu. All parent brand and child brands display in the dropdown menu, where you can see the available country codes associated with each brand.
- 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.
- 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.
- Note: You cannot filter by brand.
- Select View Audience to preview the candidates within your filters.
- In the upper-right corner, select Next to move to the next section.
Important Note: Status changes cannot be made to Campaign-only candidates on their Candidate Profiles. If an associated application or event is tied to their profile, then you can make status changes from those tabs, but not from the Campaigns tab.
Associate Event section (optional)
If you want to associate a campaign with a specific event:
- Toggle on the Associate campaign with an event toggle.
- In the Event selector that appears, select the event that you want associated with your campaign. This can be an upcoming or past event.
- In the upper-right corner, select Next to move to the next section.
Upcoming and past events associated to the brand are available to select.
Compose section
- Select the persona you want users to receive the campaign from by selecting the Sender.
- Select your campaign type. Options include:
- 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.
- Open the Email tab and update the subject line for this campaign’s email communication.
The character count limit for SMS is 640 characters, while the character count limit for Email is 1600 characters. When you have entered an input greater than 160 characters for SMS campaigns, then the character counter turns orange and a warning message displays under the text box.
- (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.
- Select Next in the top right corner of the builder.
If Multilingual is enabled for your account, you can update the message sent to candidates with a different language preference by completing the below steps:
- Select the language selector in the upper-right corner of this section.
- Choose the preferred language.
- Update the message for that language.
If you use multilingual messaging templates, the languages are automatically selected once you select the messaging template. You can change the languages configured by adding or removing them. By editing a messaging template, it is no longer synced to any updates made on the original template.
- Note: If you have selected additional languages, but the English messaging template selected for this campaign was edited and does not have that same language translation, then a modal will open that, when confirmed, will automatically translate the message to the selected languages.
Schedule section
- 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.
- Select Schedule Campaign in the bottom right corner of the builder.
- In the Schedule Campaign warning modal that opens, select Confirm to officially schedule the campaign or Cancel to return back to the Campaign Builder.
You can use the #brand-name and #company-name tokens when entering a message, whether that’s through a template or custom. The #brand-name token pulls the name of the brand selected for the campaign, while #brand-name pulls the name of the public company name.
If you select a brand for a campaign but there is no outbound phone number configured for the brand, then an error message displays notifying the user to configure a number for their specific brand.
Brand-specific drip campaigns
You can also select brands in your drip campaigns. Similar to a single campaign, you can select the brand in the Brand Selection dropdown menu of the Channel & Audience section.
Learn more about drip campaigns.
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.