The Leads Tab is the busiest tab and the most used by recruiters. That isn’t surprising as this is where we can easily see all candidates across all campaigns and folders simultaneously! We can also access candidates’ information and check on the status of their profiles, communicate with them on different messaging platforms, review their applications and move them through from screening to being hired!
To help you navigate, let us go through the Leads Tab and its parts.
Campaigns, Folders & Filters
Campaigns are typically equivalent to job positions. You can Select a single campaign, multiple campaigns, or all available campaigns to load all the candidate profiles. On the other hand, the Folder Drop Down button loads candidates from a specific folder or loads all candidates from all folders; either Custom or Default. The folder drop-down will also show how many profiles are in each folder.
The search will only begin once you click the Search button. You can add or remove filters freely before starting your search. Filters are used to specify your search. To use this, just select the + Add Filter button. Learn more about using filters by clicking here.
The Candidate List, Search, Sort, & Select
After choosing a campaign and folder, the Candidate List will appear. You can click on candidates to review their profiles and process their applications. You can search for candidates by their ID, application ID, first name, last name, email, or phone number. You can also sort the list by Date Added or Last Activity using the arrow buttons.
Remember these filters are based on the Date Added and Last Interaction fields that can be found on the candidate's application details:
🚀When you click on a candidate's avatar or click to select all candidates, the bulk actions will be automatically displayed. You may select from various bulk action selections such as moving candidates and sending messages.
To cancel the bulk action, reach out to the Product Support team via intercom.
Chat Management Screen
The chat management screen shows the entire interaction and history with the candidate. Even if a candidate's application has been deleted, the messages will be kept on the chat history.
Messages in the chat history can either be inbound or outbound. The grey messages are responses sent by the leads. It can either be Text, Audio, or Video messages. Under the message, you may see the channel it came from (‘f’indicates Facebook) and the time it was sent.
The green messages are from the recruiter’s end. This can be a response from the chatbot (indicated by the robot image) or straight from the recruiter (indicated by a human avatar or the user’s saved photo)
To send messages faster, you can also make use of Tokens. With Tokens, you will not need to manually personalize each and every message. Ex: <%= @candidate_name %> will automatically be replaced with the candidates' first name (for every candidate the message is sent to). You can also include emojis or attach files.
By clicking the small arrow icon, a menu will pop up with the existing list of Quick Replies. These are message templates that you can set up to send messages quickly to candidates.
Lastly, select which channel you would like to send the message to, SMS, Facebook, Email, or WhatsApp.
🚀 Please note that the exact same message can't be sent to candidates twice in a row. If you attempt to do this you will get a Duplicate Message reminder.
This is to prevent duplicate messages from being sent accidentally. If you need to resend a message, you can try editing it slightly before sending it.
Candidate Profile
You can view all the data related to the candidate’s application, edit the candidate’s status, and add comments and labels to the candidate's profile.
How to Delete a Candidate Profile
1. Find the candidate in the Leads Tab using their Application ID in the search bar.
2. In the candidate's preview window, click the trash can icon in the top right corner.
4. Confirm the deletion by clicking Yes on the pop-up message.
Please note that this action can only be performed by users with Owner-level permissions and should only be taken with caution, as deleted candidates cannot be recovered.
General Export
This function allows the user to export the candidate database in a file format that Excel can read.
Click this link to start exporting candidates!
