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
|This prospect was added to your campaign pool
|Sent an email
|Your campaign pool sent a message to this prospect
|This prospect opened a campaign message
|This prospect clicked a campaign message
|A task was completed for this prospect
|This task was skipped
|Replied to an email
|This prospect replied to your campaign message
|You've booked a meeting with this prospect
|This prospect is currently paused in your campaign pool
|This campaign message bounced and didn't reach your prospect's inbox
|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
|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