The CRM section of Client Setup includes CRM (Candidate Relationship Management) products and includes the following settings for each product:

Conversational Events & Campus

This parent toggle enables the core Conversational Events & Campus product for your account. This requires approval to use before enablement. See Conversational Events and Campus documentation.

• Event Types: This setting controls which event types employees can create within the account. You can toggle the following options on or off as needed:
  • Hiring Events: Enable the event type where you can directly recruit and interview candidates for immediate openings (high-volume, hourly, seasonal).
    • Superday Events: Enable the event type that are invite-only experiences for curated candidate groups that combine sessions, interviews, networking, and final-round decisions. After toggling this on, you still need to manually add the Superday stage to your specific journeys.
    • Campus Events: Enable the event type that engages students through career fairs, information sessions, and networking events.
  • Orientation Events: Enables the event type that are structured onboarding sessions designed to introduce new hires to company culture, policies, and expectations for a smooth role transition.

Talent Community

This parent toggle enables the Talent Community product for your account. This requires approval to use before enablement. See Talent Community documentation.

• Configure how candidates join the Talent Community:
  • Select Talent Community conversation: You will need to create a Talent Community conversation before you can select the conversation from this selector. Once created, you can return to Client Setup and select the conversation that a candidate will go through when they are placed in the Talent Community conversation.
  • Select how a candidate can be added to the Talent Community: This is the preferred engagement option, in which candidates can be added to a Talent Community. Options include:
    • Talent Community Q&A Topic: A candidate will be invited to join a Talent Community when they inquire about Talent Communities.
      • Note: The communications for this content can be customized in the Talent Community section of Assistant Messaging. Ensure that the Talent Community topic is published within the CMS in order for the opt-in to be sent as expected.
    • Multiple Job Search attempts: A candidate will be invited to join a Talent Community after they have had multiple job search attempts. Upon selection, an additional selector will appear, allowing you to select the number of attempts that should occur within job search before this option is put into action.
      • Note: The communications for this content can be customized in the Talent Community section of Assistant Messaging.
    • Candidate moved to Talent Community Journey: A candidate will be invited to join a Talent Community when they are moved into the Send Talent Community Opt-In action in Workflows.
  • Display join Talent Community prompt after – This allows you to select the number of attempts to join a Talent Community before a candidate is prompted to join with the Talent Community conversation. Options include:
    • One attempt
    • Two attempts
    • Three attempts

Campaigns

This parent toggle enables the Campaigns product for your account. This requires approval to use before enablement. See Campaigns documentation.

• Total audience limit per Campaign: This is the limit for the total number of candidates that can be selected for a campaign. These guardrails will then be applied when building a campaign. Options include:
  • 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)
• Candidate Q&A This will allow candidates to use Candidate Q&A in a campaign.
• Contextual Candidate Q&A: This toggle displays when the Contextual AI and Contextual Q&A toggles are turned on in the Contextual AI section of Client Setup, and your team has consented to use Contextual Conversation from the Company Information page. Enable this toggle to use Contextual Candidate Q&A in a campaign.
• Job Search: This will allow candidates to use Job Search in a campaign.