Create and manage campaign pools

Campaign pools are the primary function of Sourcing Automation. This tool streamlines automated email outreach and activity tracking all within Greenhouse Recruiting.

Once you have authenticated your email account, you can create a campaign pool and begin sending automated messages to prospects.

Access your campaign pool dashboard

To access the campaign pool dashboard, navigate to CRM from the top of your Greenhouse Recruiting navigation bar.

You'll see a list of your currently active campaign pools in My active campaign pools panel.

Click on any existing campaign pool name to open the pool.

Click See all to open your organization's campaign pool dashboard and create new pools.

On the Campaign pools page, you'll find a dashboard with a list of all active and inactive campaign pools created within your organization.

Your dashboard provides the following information for each campaign pool:

You can also sort and filter your dashboard to quickly find specific campaign pools. Use the Owner and Status dropdown menus to filter for campaign pools created by specific users or campaign pools that have been enabled or archived.

Create a campaign pool

To create a new campaign pool, click Create Campaign Pool.

Give your campaign pool a name, then select one of the following options:

• Copy steps from another campaign – reuse the steps from one of your existing campaigns in this campaign pool
• Start with a blank campaign – build a campaign pool from scratch

Next, decide whether anyone with a Sourcing Automation seat can edit your campaign pool. Select one of the following permissions:

• Can view – Sourcing Automation users can add prospects but have view-only access to your campaign's steps and settings
• Can edit – Anyone with a Sourcing Automation seat can edit your campaign steps and settings

Click Create once you've finished making selections.

Add steps to a campaign pool

Steps represent emails in the campaign pool that are automatically sent to the prospect at the cadence you configure. Each step equates to one email.

While you can add as many steps as you like, it's recommended to have at least three, but no more than four steps for optimal results.

Navigate to the Steps tab within the campaign pool and click Add Step.

Create a step by completing the following:

• Step 1: Add a wait time
• Step 2: Select the sender
• Step 3: Add a subject line and email copy
• Step 4: Review the email using email coach
• Step 5: Enable personalization
• Step 6: Save the email step

Step 1: Add a wait time

Set the wait time.

Step 2: Select the sender

Select whether to send this step's email from your email address, an email alias, or on behalf of someone else at your organization.

Certain roles may require outreach from specific individuals or trusted email aliases to guarantee better response rates. For example, a leadership role may receive more responses if the email is coming from the hiring manager or an executive.

Use the From dropdown to select a sender. 

Step 3: Add a subject line and email copy

Use the template dropdown to add an email template to the step. 

Alternatively, manually write the step and use the token dropdown to add default tokens and/or custom candidate tokens to your subject line and email body. Once the email is sent, the tokens automatically fill in information such as the prospect's current company.

Further customize the email by adding URL-hosted images using the link icon. 

Step 4: Review the email using email coach

As you write the email, a feature called Email Coach flags behaviors that might mark the email as spam.

Click View to see all of the email suggestions.

Any suggestions with an X require your attention. Click Done to return to the email and make the suggested changes.

Step 5: Enable personalization

Each email step can require personalization. When enabled, prospects who reach this step in an active campaign pool are paused in the pool until their message is personalized.

Click the toggle to enable personalization.

Step 6: Save the email step

Once your first email step is configured, click Save Changes and repeat this process for each step in your campaign pool.

Alternatively, click Save & launch if you're adding another step to an existing campaign.

Now that your email steps are created, navigate to this article's campaign pool settings section to configure the prefilled data that populates when selecting the campaign pool during the prospect creation process.

Send a preview

To send a preview of the email step to a recipient, navigate to the Steps tab within a campaign pool. 

Click Send a preview within the desired step. 

Enter an email address in the field and click Send preview. 

Launch the campaign pool

There are several ways to launch a campaign pool.

Once you create your last email step, click Save & launch to launch the pool.

Another option is to click Launch automation from within the campaign pool.

Campaign pools can also be launched from the Campaign pools dashboard by clicking the gray toggle button under Status. The toggle color changes to green with a checkmark indicating the campaign pool is launched.

Review the step-level reporting

Step-level reporting shows you how a step is performing including sent, opened, clicked, and replied percentages. 

Navigate to the Steps tab to see how each step is performing in a campaign pool. 

Manage the campaign pool settings

The Settings tab allows you to perform the following administrative actions for the campaign pool:

• Configure the prefilled data
• Enable link tracking
• Edit the campaign pool name
• Archive the campaign pool

Configure the prefilled data

The prefilled data you add to the campaign pool, such as the job(s), prepopulates when you select the pool during the prospect creation through Greenhouse Recruiting and the Chrome extension.

Click Edit settings.

Select the information from each relevant dropdown.

Click Save changes when done.

Continue with launching the campaign pool if it's currently paused.

Enable link tracking

Link tracking allows you to track when prospects click a link within your message. 

To enable link tracking, click Edit settings and check the box Use tracking links in emails. 

You can now view the Clicked percentage for each step in the campaign pool. 

Learn more about step-level reporting here. 

Edit the campaign pool name

To edit the campaign pool name, click Edit settings.

Rename the campaign pool, then click Save changes.

Archive the campaign pool

To archive the pool, click Archive campaign.

Next, click Archive to confirm the action.

Pause the campaign pool

To pause the campaign pool, click Pause automation from within the pool.

Campaign pools can also be paused from the Campaign pools dashboard by clicking the Green Toggle button under Status. The toggle color changes to gray, indicating the campaign pool is paused.

Edit an email step

Select a step from the Steps tab, then click Edit Step.

You can make changes to the wait time, sender, subject line, and email body, and enable/deactivate personalization.

Once finished, click Save & launch.

Delete an email step

Select a step from the Steps tab and click Edit Step.

Click Delete step located at the bottom of the page.

Click Delete to confirm you would like the step deleted from the campaign pool.

Continue with launching the pool after you delete the step.