One very important step before adding candidates to your account is to work on setting up your campaigns. This step allows you to configure your campaign to your specifications. 

Getting to Campaign Settings is easy. When you are inside any campaign, just click on the “Campaign Settings” button on the top right corner

If you are in the Unified Inbox (or in the “Show All” campaign list), then you can either  (a) select the required campaign from the list and then once inside the campaign, click on the campaign settings button OR (b) Go to the Home screen (clicking the Talkpush logo at the top left corner will take you there) and either select the campaign to take to (a) or if you have the required access just click on the gear icon next to the campaign list.

Getting to Campaign Settings from Home Screen

Getting to Campaign Settings from Inside the Campaign

Now, once you have successfully navigated to the Campaign Settings page, you will notice several tabs inside. We will cover each tab below:

Campaign Settings tab

Basic Settings is the first tab you land in when you where you can edit the general settings of your campaign. This is also the first tab you will see when you set up a fresh new campaign. There are 2 sub-sections here - (a) Main Campaign Settings and (b) Job Settings

(a) Main Campaign Settings outline the Name of the Campaign, Authorize Duplicates toggle (if you would allow the same candidate to interview multiple times for the same position), Auto Call toggle (), Delay before reapplication (how many months do you want the candidate to be restricted from applying to the same job again) and finally Recruitment Center (where the applicants from this campaign will be invited to). The recruitment center needs to be set up in the Company Profile by the superuser. In case you don't see the Recruitment Center settings in your company profile, please let us know.

(b) Job Settings outlines the Job Details - Job Title, Job Type (part time, full time, etc.), Address, Salary, and Job Description. Please note that there are a few mandatory fields but all of the fields are to be entered if you want a seamless integration with different platforms like Facebook, Indeed, etc. which uses these Job Details (Integrations topic is covered in a separate article)

Permissions tab

The Permissions tab lets you control who has access to your campaign. Once you are here, you will see 3 boxes:

Team Members || Members with Access || Auto Assign

The Team Members section shows all the people in the company with access to Talkpush. The Members with Access is the list of people who have access to this specific campaign. And finally, the Auto Assign section is the list of people (subset of the Members with Access) who will be assigned the new leads.

You can simply drag and drop users from one list to another to give them access or to add them to the auto assignment of leads. You can read more here about Lead Assignment for recruiters

Message Settings tab

This tab lets you set up all outgoing messages to your candidates in every step of the process. Simply type in your message, and every time a candidate gets invite and processed in the tool, he/she will get a notification via SMS, Facebook Messenger, or E-mail. 

Here you have 4 sub-sections, where you can select the messages that you want to edit. These are preset templates that will be triggered at different stages of the interview process on Talkpush

  • Invitation: The messages a candidate receives to their e-mail and/or phone in order to be invited to participate in a given campaign
  • Completion: The messages that are sent out once a candidate completes the phone interview
  • Shortlisted: When shortlisting a candidate a prompt will ask you whether you would like to notify this candidate that he was shortlisted, here you may edit said notification messages Tip: You can include the next step of your recruitment process into this message e.g. “Please come to our recruitment site <site address> street for an in-person interview” 
  • Rejection: Same procedure as the Shortlisted message for the scenario in which you reject a candidate

Each sub-section has 2 types of message construct - (a) SMS (same construct is also used for Facebook messenger) and (b) Email

You can toggle On/Off whether you want the SMS messages or Email Messages. If enabled, messages will be automatically sent out as soon as the trigger happens. Please note that SMS toggle also substitutes the Facebook Messenger messages, meaning if the candidate is interacting via Facebook Messenger, then the SMS message will be delivered via Facebook Messenger instead (this doesn't incur SMS cost).

SMS Editor
For SMS, one message part is equivalent to 160 characters only. Messages with more than 160 characters will consume multiple SMS units (but in most smartphones they are just delivered as one long message). The character counts are also displayed right under the SMS editor. 

Email Editor For E-mail, you may simply type in your message and format accordingly.
To format using HTML, click <> in the editor and edit the source code. Using html codes allow you to beautifully format your e-mail and customize it according to your company’s branding guidelines.

The e-mails will be sent via a @talkpush.com email address, but will have your company name as the “Sender Name” (e.g. Sent from ACME Corp). All template options come with predefined standards that you may use.

Keep in mind that you may use the Tokens in both these message (SMS + Email) in order to personalize them for every candidate.

Questions Tab (the Interview Creator)

The interview creator is split into 3 segments and the wizard walks your through the 3 sections sequentially, when you are first creating a campaign (New Campaign). These 3 screens are:
(a) Opening Prompt, which is only applicable for the phone interview (not needed for Chatbot interview or Landing Page interview). However even for a Chatbot campaign you should set up the opening prompts, if at any future instance there might be a need for leveraging the Phone Interview option. There are 3 prompts in this screen - Greeting, Privacy Statement, and Instructions for candidates (on how to navigate the IVR)

The Greeting serves to welcome the candidate for this job interview (phone) call.
The Privacy Statement serves to inform the candidate that this interview will be recorded and shared with your recruitment team. In order for the candidate to communicate his acceptance ask him to press any key on his phone.
The Instructions for candidates explains that he/she has 4 minutes to respond to a question after it was presented by the IVR. If the candidate wishes to proceed he may press any button on his/her phone keypad.

(b) Questions section (that's the 2nd section) consist in your selection of interview questions.
Tip: General recommendation by Talkpush is to have 3 – 4 questions per Interview. Larger count of questions tend to have a lower completion rate.

Note - If you editing an already created campaign, then you will see this screen first. If you wish to go to (a) Opening Prompts or (c) Closing Prompts, then you will have to use the "Back" and "Save" buttons to move back and forth respectively.  

In the Questions list box, you can do the following:
By clicking on Add Question, you can add new questions.
By clicking the Pen icon (left), you can edit an existing question
By clicking the Up/Down arrows (right), you can re-order the questions

When you set up a new question or edit one, you will get the following screen. Input Text of the Question first (this is the actual question that is displayed in Chatbot, Landing Page, etc.). The Select File allows you to upload the audio files that "plays" the same question (to be used in IVR). 

Then you can select the Answer Type - which can be either Text, Audio, Video or Picture Upload. These response types work on the chatbot however depending on the interview method, Talkpush will set these to default (for example, If the interview is happening via phone, all questions will receive Audio responses, whereas, if the interview is happening via SMS bot, all questions will receive Text responses). 

You also have the option to select a Language. The language is basically a linguistic model that is used for audio-to-text transcription. This is a pretty neat feature, which saves time to listen to each audio response if you have a lot of audio response interview questions. Selecting the appropriate language model (for your candidate's geography) to better understand their audio files and transcribe them to text. The transcribed text can be viewed on the (Recordings tab of candidate profile).

Another cool feature is to map each question to a preset Data Field. This allows the responses for the questions to be placed into fixed data fields in candidate profile as well as being indexed by Talkpush search. If you are asking for specific information like Previous Employer, Languages spoken, etc. in the interview question, you can have Talkpush organize these as Candidate Profile data.

(c) Closing Prompt is meant to thank the candidate for the application and inform him about the processing thereof.

Notifications tab

This is where you add emails of all the user who are supposed get notified whenever a new interview is completed.

Smart Filters tab

This is where you automate shortlisting and rejection of candidates if they qualify certain rules based on the interview questions. 

For every question, the user should set up the conditions that the answers should meet, before a candidate gets automatically moved to either the shortlisted folder or the rejected folder. There could be multiple conditions for each question, to make the system be more inclusive of different occurrences and variations.

Shortlisted and Rejected are mutually exclusive; so you could just set the Smart Filter for only Shortlisting or only Rejecting and of course both.

Have fun setting up your Campaign and getting candidates in to complete the interviews! Let us know if you come across any issues.


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