How to Add Candidates to a Campaign

CONTENTS

1. HOW TO ADD CANDIDATES FROM LINKEDIN

2. HOW TO ADD CANDIDATES FROM HIRE INSIGHT CONTACTS


1. HOW TO ADD A CANDIDATE FROM LINKEDIN

Read here How to Import a Profile from Linkedin

Use the LinkedIn icon to navigate to the candidate's LinkedIn profile page.

Scroll down the righthand windowpane to locate the option to Add contact to a campaign. 

3.34.1 Linkedin profile

The dropdown menu will allow you to search and choose which Campaign you want to add the contact to.

3.34.2 choose campaign

Once the Campaign is selected, click on Import profile to add to the Campaign

You will receive a desktop notification confirming the import is complete.

3.34.3 importing

Tip: If you have already imported the LinkedIn profile into Hire Insight Contacts, you can still add them to a Campaign direct from LinkedIn. 


The tool will add the Contact to the chosen Campaign as well as updating the Contact's details in their Hire Insight Contact profile. 

Navigate to the Campaign profile and the Candidate will now appear in the Activity feed, showing the date when they were added to the Campaign.

3.34.4 activity feed

The candidate will show in the Screening process tab.

3.34.5 screening

The candidate will show in the Candidates tab.

3.34.6 candidates


2. HOW TO ADD A CANDIDATE FROM HIRE INSIGHT CONTACTS

Navigate to Manage contacts on the lefthand toolbar.

3.34.7 manage contacts

Use the search function in Contacts to locate the Candidate, start typing and the Contacts will filter to the find the name.

3.34.8 locate contact

Click on the Contact to open their profile, and navigate to the Applications tab.

In the Applications window, select Add [Contact] to a campaign.

The Add to Campaign window allows you to select which Campaign to add the Contact to. 

3.34.11 select campaign

Once the Campaign is selected, click Add to this campaign

3.34.12 add to campaign

A tile will appear in the Contact record to show that the Candidate was added to a Campaign.

3.34.13 contact record

Navigate to the Campaign and the candidate will show in the Screening process.

3.34.14 screening

Navigate to the Candidate tab and the candidate will show in the Candidate list.

3.34.15 candidate list

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