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How to Create a Campaign?
Amritanshu Anand avatar
Written by Amritanshu Anand
Updated over a week ago

A campaign in Recruiterflow refers to a focused initiative aimed at engaging a specific group of candidates or contacts. It provides recruiters with a means to effectively manage and track interactions with candidates during the hiring process.

To create a campaign, follow these steps:

  1. Click on 'Campaigns' in the left-hand side navigation bar.

2. Click on the '+ Add Campaign' icon.

3. Provide a name for your new campaign, select the campaign type, choose the sender for campaign emails, and click on 'Create Campaign'.

Once your campaign is created, you can add steps by going to the 'Steps' tab and clicking on 'Add step'. There are two types of steps available: email steps and text message steps.

For email steps, compose your email or choose from existing templates. You can personalize the email by inserting custom fields. Specify the date and time for sending the first email or choose the option to send immediately.

You can also utilise ChatGPT, our Magic Box feature, to enhance the content of your email using AI. Fill in the details and click on 'Generate emails'.

You can also use our test email feature and send yourself a test email by clicking on 'Test email' and choosing a particular profile under 'Personalized With'. The system will populate the fields from the profile chosen by you, and send you a test e-mail. This helps you see how the email would to look to the specific candidate or contact.

In regards to a text campaign, text campaigns are particularly useful for engaging candidates or contacts on mobile devices. They provide a convenient and accessible communication channel, allowing quick message exchange regardless of the recipient's location. Select the date and time for sending the text message or choose the option to send immediately. You can test the text campaign using the Test SMS feature, following the same steps as for the email test.


The first email/ text in the campaign will be sent on that particular date and time. If the date of the first email has passed and a new candidate is added to the campaign, the campaign is sent at the specified time, whenever it happens next.

Suppose you scheduled the first email/text for 24th August, 3:00 PM.

If a candidate is added on 27th August, 6:00 PM, then the email is sent on 28th August, 3:00 PM.

If a candidate is added on 27th August, 12:00 PM, then the email is sent on 27th August, 3:00 PM.

Once you are done with your first step and want to add another step, click on 'Add Step', write the email or text, or choose from templates.

Define the number of days after the first step to send the next step, along with the desired sending time. You can choose whether to include weekends in the duration and whether to send the step as a reply to the previous step or as a separate email. Add more steps if needed and click 'Save Campaign' when finished.

In addition, you have the option to add a "Manual Email" step to the campaign, which allows you to individually send, skip, or stop an email for a specific recipient within the scheduled timeline. To include a manual email, please follow these instructions.

To send the manual email, simply navigate to the recipients tab, select "edit," and send the email.

Follow-up campaigns play a crucial role in maintaining communication with candidates throughout the hiring process. These campaigns involve sending reminders, updates, and additional information to keep candidates engaged and informed about the progress of their applications.

The significance of campaigns may vary depending on your specific recruitment goals and the stage of the hiring process. It is important to tailor your campaigns to align with your organisation's recruitment strategy and ensure consistent and effective communication with candidates or contacts throughout their journey.

Note: It is essential to create and add all the steps before adding recipients to the email or text campaign.

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