You can click on any prospect in your Sourcing Automation campaign pools to review their recent activity and track their progress in your campaigns.
Open the prospect activity panel
From your Greenhouse Recruiting dashboard, navigate to the CRM tab.
Scroll to My active campaign pools, then click See all.
Click to open the campaign pool where you want to review prospect activity.
Navigate to the Prospects tab in your campaign pool.
Click on any prospect to open the prospect activity panel and review their details.
Review prospect campaign activity
When you open a prospect's activity panel, you'll see a list of their interactions with your campaign pool steps.
Upcoming campaign activity displays:
- Automated emails that are scheduled to send to prospects
- Upcoming tasks you'll need to complete
Past campaign activity shows activities related to this prospect that have already taken place.
Click See more under any sent message or prospect reply to open the entire message in your prospect's profile.
Available campaign activity
The following tables outline past and upcoming campaign activities that may appear in your prospect's activity panel.
Past campaign activity
|Prospect added||This prospect was added to your campaign pool|
|Sent an email||Your campaign pool sent a message to this prospect|
|Opened email||This prospect opened a campaign message|
|Clicked email||This prospect clicked a campaign message|
|Completed task||A task was completed for this prospect|
|Task skipped||This task was skipped|
|Replied to an email||This prospect replied to your campaign message|
|Booked meeting||You've booked a meeting with this prospect|
|Prospect paused||This prospect is currently paused in your campaign pool|
|Email bounced||This campaign message bounced and didn't reach your prospect's inbox|
|Prospect unsubscribed||You've unsubscribed this prospect from your campaign pool|
Upcoming campaign activity
|Task to complete||You'll need to complete this task to continue your prospect through the campaign pool|
|Automated email||A scheduled campaign message will be sent to your prospect soon|
Perform quick actions in the prospect activity panel
Sourcing Automation admins, campaign pool owners, and Sourcing Automation users with edit access to campaign pools can perform quick actions from within the prospect activity panel.
Click the three dots on the top-left corner of the side panel.
Use the dropdown menu to select one of the following quick actions for this prospect:
- Set replied / remove reply
- Set booked / remove booked
- Assign sentiment
- Unsubscribe prospect