Once a campaign pool is created, prospects can be added in the following ways:
- Using the Greenhouse Recruiting Chrome extension
- Using the LinkedIn RSC integration
- Bulk importing prospects from a spreadsheet
- Adding a prospect through Harvest API
- Adding a new prospect to Greenhouse Recruiting
- Updating an existing prospect's profile
- Starting a new prospect process in bulk
- Moving prospects to another pool in bulk
Note
- When adding a prospect through these methods, the user associated with the request must have a sourcing automation seat to select a campaign pool.
- If a prospect is added to a campaign pool without an email address, a lookup is performed based on the priority configured in your account settings. Learn more about lookup credits here.
This article outlines how to use some of the various methods to add prospects to a campaign pool.
Add a new prospect to Greenhouse Recruiting
Click Add in the navigation bar, then select Add a Candidate from the dropdown menu.
Select Prospect so the Add a Prospect page appears.
Drag and drop a resume into the upload box or select Choose File to manually upload a resume from your files. Information from the resume will parse to its respective field.
Click the dropdown menu under Pool and select a Campaign Pool.
Once you select the campaign pool, any prefilled data you configured in the campaign pool settings tab auto-populates on the page.
Continue filling out the rest of the page with the prospect's information. Once finished, click Add this prospect at the bottom of the page.
Now that your prospect is added to the campaign pool, learn more functionality through the following resources:
Update an existing prospect's profile
To access a prospect's profile, navigate to CRM located at the top of your Greenhouse Recruiting dashboard.
Click the Person icon inline with All Prospects.
Click on a Prospect's Name to access their profile.
Once on the prospect's profile, click the Pencil icon inline with the Pool name.
The pencil icon allows you to either move their prospect application from a prospect pool to a campaign pool or start the prospecting process by adding them to a campaign pool for the first time.
Now that your prospect is added to a pool, learn more functionality in the following resources:
Start a new prospect process in bulk
Navigate to CRM located at the top of your Greenhouse Recruiting dashboard.
Click the Person icon inline with Prospects Without a Pool.
Click Bulk Actions at the top of the All Candidates page.
Add a checkmark next to all prospects that are starting the prospecting process or click Select All.
Click Edit Selected.
Select Start New Prospect Process within the Candidates section.
Select a Campaign Pool from the dropdown and fill in the remaining fields.
Once finished, click Start New Prospect Process at the bottom of the dialog box.
Now that your prospect is added to a pool, learn more functionality in the following resources:
Move prospects to a campaign pool in bulk
Navigate to CRM located at the top of your Greenhouse Recruiting dashboard.
Click the Person icon inline with the Prospect Pool you'd like to perform the bulk action.
Click Bulk Actions at the top of the All Candidates page.
Add a checkmark next to all prospects that are moving to a campaign pool or click Select All.
Click Edit Selected.
Select Move to Another Pool and Stage within the Prospects section.
Select a Campaign Pool from the Pool dropdown. Then, click Save.
Now that your prospect is added to a pool, learn more functionality in the following resources: