Sourcing Automation account settings

Permissions: Job Admin and above with CRM access and a Sourcing Automation seat

Product tier: Available for all subscription tiers with the Sourcing Automation add-on

The account settings page allows you to customize certain actions for Sourcing Automation including when automated emails are sent, how the Greenhouse Recruiting Chrome extension searches for prospects' emails, and whether an unsubscribe link is included in every email sent from campaign pools you own.

Open your account settings page

Click your initials at the top of the Greenhouse Recruiting dashboard.

Select Account Settings from the dropdown menu.


Navigate to Sourcing Automation settings from the left panel.


Create a custom schedule

You can create a custom schedule to determine when automated emails are sent from the campaign pools you own. This schedule is based on your configured timezone.

Note: If your campaign pool uses multiple senders in different timezones, you can create a campaign-level schedule to send campaign pool messages more consistently. When this schedule is turned on, your campaign pool messages will send according to the campaign-level schedule instead of a step sender's custom schedule.

To begin, scroll to Custom schedule and click Edit schedule.


You'll have four options when building your custom schedule:

  • Add a time range to days without a schedule
  • Modify an existing time range by using the From and To dropdown
  • Add another time range to a day
  • Delete a schedule by clicking X
Note: Greenhouse Recruiting sends 200 emails a day with a 100-second delay between each email. Create a time range of at least six hours for each scheduled day to ensure we can send all 200 emails.

Screenshot  of  creating  a  custom  schedule.

Once finished, click Save Changes at the bottom of the dialog box.

Note: If you don't configure a custom schedule or campaign-level schedule, campaign emails will send on the default schedule of Monday through Friday from 8 am to 5 pm in the campaign owner's timezone.

Create your holiday schedule

Customize your holiday schedule by selecting dates that determine when messages aren't sent to prospects.

Begin by clicking Edit holidays.

Screenshot of the edit holidays button.

Click Add a scheduled holiday and select a day from the calendar.

Repeat this process as needed by clicking Add another holiday.

Click Save changes when done.

Screenshot of the save changes button.

Configure your lookup settings and unsubscribe link

Scroll down to the Settings section and click Edit settings.

Then, complete the following actions:

Configure your lookup settings

The account settings page provides details about your organization's lookup credits including the renewal date, how many have been used, and how many remain. These credits are shared by all users in your organization with a Sourcing Automation seat.

Lookups occur in the Greenhouse Recruiting Chrome extension and when a prospect is added to a campaign pool without an email address.

Select an email lookup priority from the dropdown to configure which email type is located when the lookup occurs.

Screenshot of the email lookup priority dropdown menu.


  • The lookup priority you select is based on your individual account and doesn't affect the lookup priority set by other users in your organization.
  • You're unable to configure the lookup priority if your Site Admin deactivates lookups for your organization.

Click Save at the bottom of the page when done. 

Configure your unsubscribe link

You can enable or deactivate the unsubscribe link that's added to the bottom of your emails. When enabled, recipients that click the link are automatically unsubscribed from current and future campaign pools associated with your email address.

To enable the unsubscribe link, add a checkmark to the box and rename the opt-out link text. Unless renamed, the default text is Unsubscribe.

Screenshot of the unsubscribe settings.

To deactivate the unsubscribe link, uncheck the unsubscribe box.

Click Save at the bottom of the page when done.

Disconnect your email

Disconnecting your email from Sourcing Automation removes the ability to send and sync emails with your inbox. Any campaign pools tied to your email are paused until your email is reconnected, and the pool is manually launched.

To proceed, scroll to the bottom of the Account settings page and click Disconnect email.

Screenshot of the disconnect email button.

Click Disconnect to confirm your changes.

Screenshot of the disconnect button.

If you'd like to reconnect your email, click here to learn how.