Creating a Campaign

Tip: Use the Create campaign tool to set up basic Campaign information and fine-tune details later as the Campaign develops 

Navigate to the Manage Campaigns tab on the lefthand toolbar and click on the icon.

The Campaigns dashboard of Hire Insight will open, showing current and past Campaigns.

Navigate to the +Create campaign and click.

The Create campaign pop up window will open. 

In the Create campaign pop up window details can be entered for the new campaign:

Organisation - Start typing the Organisation name and a drop down will appear allowing you to click on the Organisation name. The Organisation already needs to exist in Hire Insight. 

Read here about how to Create an Organisation  

 Title -  The Job title for the role 

Location details - Enter the City, Postcode and Country. Use the dropdown to select the correct name for the Country. This will ensure that Hire Insight recognises the location and it will show on the global map.

Due -  Enter the date the role is due to be filled

Fee - Enter the agreed % fee for the assignment

Salary - Enter the target salary for the role, with the correct payment currency

Process - Choose between No custom process or Standard process

Once all the detail has been entered, click the Create campaign button at the bottom right of the pop up window. 

The Campaign page will appear with the basic Campaign information in the lefthand pane. 

Further details can be added to the Campaign from the dashboard:

Read Here about How to Add a Task to a Campaign

Read Here about How to Create Campaign Elements

Return to the Campaign dashboard and the new campaign will be visible alongside the other current and past campaigns.