Campaigns
Create, manage, pause and archive campaigns.
A campaign is an open search: it applies a job role to a specific position and gathers candidates, conversations and interviews. The video shows how to create one; the articles cover settings, pausing, testing and managing candidates.
13 articles
- What you can do from a campaign's menuThe actions in a campaign's "…" menu: collaborators, edit, test, pause, status lock, archive and delete.
- How a candidate in several campaigns worksThe order in which the agent contacts people who apply to several positions, the timing for moving on, and how answers are remembered.
- How to set up a campaign's interviewsChoosing how candidates are invited to the interview (automatic, manual, no interviews) and managing the campaign's interview managers.
- How to create a campaignCreate a new campaign starting from a job role or setting up questions and criteria by hand.
- How to manage a campaign's candidatesFilter and search candidates, change their status, see CV and conversation, and use the chat's quick actions.
- How to prepare and import the candidates CSV fileFile template, required columns, column matching, candidate type and source.
- How to change a campaign's settingsWhat you can change in the blocks of a campaign's Settings tab: setup, information, conversation, locations, context, interviews and collection.
- What a campaign is and how it differs from a job roleWhat a campaign is for, what it contains, its statuses and the difference from job roles.
- How to test a campaign before launchReceive the campaign's conversation on WhatsApp as a candidate would, to check questions, filters and messages.
- Career page, QR code and application formHow people apply from the career page or a QR code, what the ATS module adds (job ad and form), and what to do if the agent doesn't reply.
- Pause a campaignHow to pause a campaign from Klaaryo and, if it's linked to an ATS, lock its status so the sync doesn't reactivate it.
- Change the location name the candidate seesHow to choose a campaign's locations and edit the location name that appears in WhatsApp messages to candidates.
- Import candidates: upload CVs or a CSV fileHow to add candidates to a campaign by uploading their CVs (also in a zip) or a CSV file.