Contact analysed candidates via a campaign (connect analyse and campaign)

Last updated: July 28, 2025

Feature Overview

After analysing incoming applicants and identifying shortlisted candidates, you can seamlessly engage them through automated campaigns via WhatsApp, SMS, or email. This feature connects your analysis results directly to conversational workflows, allowing you to ask follow-up questions, schedule interviews, or conduct additional screening. The integration provides an end-to-end candidate journey view, combining analysis scores with conversation outcomes and campaign performance metrics in a unified dashboard.

Available Actions

This feature enables you to perform the following actions:

  1. Connect analysis to campaigns - Link analysed candidates directly to conversational workflows

  2. Set status-based triggers - Target specific candidate statuses for campaign enrollment

  3. Create or select campaigns - Use existing campaigns or create new conversational experiences

  4. Monitor campaign progress - Track conversation status and engagement metrics

  5. View integrated candidate profiles - Access analysis and conversation data in one location

  6. Manage campaign workflows - Control when and how candidates are contacted

  • Step-by-Step Instructions

    Setting Up Campaign Actions

    Accessing Actions Configuration

    1. Navigate to Actions: Click on "Actions" button on the right-hand side of your analysis dashboard

    2. Review Action Purpose: Note that actions allow you to update ATS and communicate with candidates post-analysis

    3. Add New Action: Click "Add Action" to begin configuration

  • Configuring Action Parameters

    1. Set Trigger Conditions:

      • Select Status: Choose "If candidate status is shortlisted" (or any other desired status)

      • Customise Targeting: You can select any candidate status based on your workflow needs

    2. Choose Action Type: Select "Add to Campaign" from the automation options

    3. Campaign Selection: Use the dropdown menu to choose from existing campaigns

  • Campaign Selection Process

    Using Existing Campaigns

    1. Browse Available Campaigns: Review campaigns in the dropdown menu

    2. Select Desired Campaign: Choose the conversational experience you want to use

    3. Preview Campaign (Optional): Click on the campaign link to review its content and flow

    4. Confirm Selection: Ensure the selected campaign matches your engagement goals

  • Creating New Campaigns

    1. Check for Empty Dropdown: If no campaigns appear, you may need to create one first

    2. Create New Campaign: Click "New Campaign"

    3. Campaign Creation: A new tab opens with the campaign creation workflow

    4. Return and Refresh: After creating your campaign:

      • Return to the actions configuration page

      • Click the refresh button

      • Your newly created campaign will now appear in the dropdown

  • Executing Campaign Actions

    Save Options

    You have two execution choices:

    Option 1: Save Only

    1. Click "Save": Configuration is saved without immediate execution

    2. Use Case: When setting up workflows for future use or staged deployment

    3. Result: Action parameters are stored but no candidates are contacted yet

  • Option 2: Save and Action

    1. Click "Save and Action": Configuration is saved AND immediately executed

    2. Use Case: When ready to immediately contact all qualifying candidates

    3. Immediate Effects: All shortlisted candidates are automatically added to the selected campaign

    4. Confirmation: Click "Confirm" to proceed with immediate execution

  • Monitoring Campaign Results

    Dashboard Integration

    1. New Campaign Column: A "Campaign" column appears next to the Analysis column

    2. Conversation Status: Monitor the status of ongoing conversations with each candidate

    3. Real-Time Updates: Status updates reflect conversation progress (In Progress, Complete, Failed, etc.)

  • Individual Candidate Tracking

    1. Access Candidate Profiles: Click on any candidate to view their detailed information

    2. Integrated View: Candidate profiles now include:

      • Analysis Tab: Original CV and analysis results

      • Conversation Tab: Real-time conversation tracking and history

    3. Conversation Monitoring: View actual message exchanges and candidate responses

    4. Status Updates: Watch conversation status change from "In Progress" to "Complete"

  • Campaign Performance Analysis

    Candidate Journey Tracking

    1. End-to-End Visibility: View complete candidate journey from analysis to conversation completion

    2. Score Integration: If campaigns include scorecards or preferred answers:

      • Campaign scores display alongside analysis scores

      • Combined scoring provides comprehensive candidate evaluation

    3. Status Progression: Monitor how candidates progress through different workflow stages

  • Campaign Dashboard Access

    1. Navigate to Campaigns: Click "Campaigns" in the main navigation

    2. Select Specific Campaign: Choose the campaign you want to analyse

    3. Review Metrics: Access detailed insights about campaign performance:

      • Response rates

      • Completion rates

      • Average scores

      • Conversation analytics

  • Campaign Integration Benefits

    Unified Candidate Experience

    • Single Platform: Manage analysis and communication in one location

    • Consistent Data: All candidate interactions and scores stored centrally

    • Seamless Workflow: Direct progression from analysis to engagement

  • Automated Efficiency

    • Status-Based Triggers: Automatically contact candidates based on analysis results

    • Bulk Processing: Engage multiple candidates simultaneously

    • Reduced Manual Work: Eliminate need for manual candidate outreach

  • Comprehensive Tracking

    • Multi-Channel Communication: Support for WhatsApp, SMS, and email

    • Real-Time Status: Live updates on conversation progress

    • Performance Analytics: Detailed metrics on campaign effectiveness

  • Troubleshooting Common Issues

    Campaign Delivery Failures

    • Dummy Data: Test environments may show failed deliveries for non-real contact information

    • Contact Validation: Ensure candidate contact information is accurate and valid

    • Channel Preferences: Verify candidates can receive messages via selected communication channels

  • Campaign Selection Issues

    • Empty Dropdown: Create campaigns first if none exist

    • Missing Campaigns: Use refresh button after creating new campaigns

    • Campaign Access: Ensure you have permissions to use selected campaigns

  • Best Practices

    Campaign Strategy

    • Clear Objectives: Define what you want to achieve with each campaign

    • Appropriate Timing: Consider optimal times for candidate engagement

    • Channel Selection: Choose communication methods preferred by your candidate demographic

  • Workflow Management

    • Test First: Use "Save Only" to test configurations before full deployment

    • Monitor Progress: Regularly check conversation statuses and outcomes

    • Iterate Based on Results: Adjust campaigns based on performance metrics

  • Data Management

    • Keep Records: Maintain comprehensive records of all candidate interactions

    • Score Integration: Leverage combined analysis and campaign scores for better decisions

    • Follow-Up Planning: Plan next steps based on campaign outcomes

  • Quick Reference

    Setup Process: Actions → Add Action → Set Status Trigger → Select Campaign → Save/Save and Action

    Execution Options:

    • Save Only: Configuration stored for later use

    • Save and Action: Immediate candidate contact initiation

  • Monitoring Locations:

    • Analysis Dashboard: Campaign column shows conversation status

    • Candidate Profiles: Conversation tab provides detailed interaction history

    • Campaign Dashboard: Overall campaign performance metrics

  • Integration Benefits: Analysis scores + Conversation outcomes + Campaign metrics = Complete candidate evaluation