Transferring Candidates Between Campaigns

Last updated: July 28, 2025

Feature Overview

The candidate transfer feature allows you to move candidates from one campaign to another, enabling flexible workflow management and progressive candidate screening processes. You can select individual candidates or multiple candidates simultaneously and transfer them to existing campaigns, maintaining conversation continuity while adapting to changing recruitment needs or multi-stage evaluation processes.

Available Actions

This feature enables you to perform the following actions:

  1. Select individual candidates - Choose specific candidates for transfer

  2. Multi-select candidates - Select multiple candidates simultaneously for bulk transfer

  3. Search target campaigns - Find and select destination campaigns by title

  4. Confirm transfer details - Review transfer information before execution

  5. Initiate new conversations - Start fresh campaign conversations with transferred candidates

  6. Maintain candidate context - Preserve candidate information through transfer process

  • Step-by-Step Instructions

    Accessing Source Campaign

    Opening Campaign Interface

    1. Navigate to Campaigns: Go to your campaign dashboard

    2. Select Source Campaign: Open the campaign containing candidates you want to transfer

    3. Example Context: Open your source campaign (e.g., "Finance Manager Campaign")

    4. Review Candidate List: View available candidates for potential transfer

  • Selecting Candidates for Transfer

    Individual Candidate Selection

    1. Use Tick Boxes: Click the tick box on the left-hand side of individual candidate names

    2. Single Selection: Choose one candidate at a time if needed

    3. Selective Transfer: Pick specific candidates based on their performance or status

    4. Visual Confirmation: Selected candidates will be visually highlighted

  • Multiple Candidate Selection

    1. Multi-Select Process: Select multiple candidates by clicking several tick boxes

    2. Bulk Selection: Choose all candidates you want to transfer in a single operation

    3. Example Selection: Select multiple candidates (e.g., Emily, Andrew, and William)

    4. Selection Counter: System typically shows how many candidates are selected

  • Executing the Transfer

    Accessing Transfer Options

    1. Bottom Menu Activation: After selecting candidates, options appear at the bottom of the screen

    2. Transfer Option: Click "Add to Existing Campaign" button on the right-hand side

    3. Menu Position: This option appears alongside other bulk actions like "Change Stage"

  • Selecting Destination Campaign

    1. Campaign Search: Search interface opens to help you find the target campaign

    2. Browse Available Campaigns: View list of existing campaigns available for transfer

    3. Search by Title: Use search functionality to find specific campaigns by name

    4. Campaign Selection: Choose the destination campaign from the search results

  • Confirming Transfer

    1. Transfer Summary: Review transfer details showing selected candidates and destination campaign

    2. Candidate Count: Confirm the number of candidates being transferred (e.g., "adding 3 candidates")

    3. Destination Verification: Verify you've selected the correct target campaign

    4. Final Confirmation: Click through to confirm and execute the transfer

  • Post-Transfer Processing

    Automatic Message Initiation

    1. Conversation Startup: System begins sending messages to transferred candidates

    2. New Campaign Context: Candidates receive messages from the new campaign

    3. Automatic Processing: Transfer and message sending happen automatically

    4. Campaign Integration: Candidates are fully integrated into the destination campaign

  • Transfer Completion

    1. Process Confirmation: System confirms successful candidate transfer

    2. New Campaign Access: Transferred candidates appear in the destination campaign

    3. Conversation Tracking: New conversations begin according to destination campaign settings

    4. Original Campaign: Candidates may be removed from original campaign or marked as transferred

  • Strategic Transfer Applications

    Multi-Stage Screening

    • Progressive Evaluation: Move candidates through increasingly specific screening stages

    • Role Refinement: Transfer candidates to more specialised role-specific campaigns

    • Department Routing: Route candidates to appropriate department-specific workflows

    • Skill Assessment: Move candidates to campaigns focused on specific skill evaluation

  • Workflow Optimisation

    • Process Efficiency: Streamline candidate journey through multiple evaluation stages

    • Resource Management: Distribute candidates across different team members or departments

    • Timeline Management: Move candidates to campaigns with appropriate timing

    • Specialisation: Transfer to campaigns handled by specialised team members

  • Candidate Experience Enhancement

    • Relevant Conversations: Ensure candidates receive appropriate, targeted communications

    • Process Clarity: Move candidates to campaigns that match their current status

    • Engagement Optimisation: Transfer to campaigns designed for specific candidate segments

    • Communication Continuity: Maintain professional communication flow through transfers

  • Best Practices for Campaign Transfers

    Transfer Planning

    • Strategic Mapping: Plan candidate journey across multiple campaigns in advance

    • Clear Criteria: Establish clear criteria for when candidates should be transferred

    • Campaign Preparation: Ensure destination campaigns are properly configured before transfers

    • Team Coordination: Coordinate with team members managing destination campaigns

  • Candidate Selection

    • Performance-Based: Transfer candidates based on their performance in current campaign

    • Status-Appropriate: Move candidates to campaigns matching their current evaluation status

    • Logical Progression: Ensure transfers represent logical progression in candidate journey

    • Batch Processing: Group similar candidates for efficient bulk transfers

  • Communication Management

    • Context Preservation: Maintain candidate context and history through transfer process

    • Message Continuity: Ensure transferred candidates receive appropriate welcome messages

    • Team Handoffs: Coordinate between team members managing different campaigns

    • Documentation: Keep records of transfer reasons and timing for future reference

  • Campaign Architecture Considerations

    Multi-Campaign Strategy

    • Sequential Campaigns: Design campaigns that build upon each other logically

    • Parallel Processing: Use multiple campaigns for different aspects of evaluation

    • Specialised Focus: Create campaigns with specific purposes (screening, assessment, interview scheduling)

    • Team-Based Campaigns: Assign different campaigns to different team members or departments

  • Integration Planning

    • Workflow Design: Plan how campaigns integrate into overall recruitment workflow

    • Data Continuity: Ensure candidate information flows appropriately between campaigns

    • Status Management: Coordinate candidate status across multiple campaigns

    • Reporting Integration: Maintain consistent reporting across transferred candidates

  • Troubleshooting Common Issues

    Transfer Problems

    • Campaign Availability: Ensure destination campaigns are active and accessible

    • Selection Issues: Verify correct candidates are selected before transfer

    • Permission Problems: Confirm you have rights to transfer candidates to target campaigns

    • System Delays: Allow time for transfers to process completely

  • Quick Reference

    Transfer Process: Select Campaign → Choose Candidates → Add to Existing Campaign → Search Target Campaign → Confirm Transfer

    Selection Options:

    • Individual: Select specific candidates using tick boxes

    • Multiple: Select several candidates simultaneously for bulk transfer

    • Search: Find destination campaigns by title or other criteria

  • Key Benefits:

    • Flexible Workflow: Adapt candidate journey based on performance and needs

    • Multi-Stage Processing: Enable progressive evaluation through multiple campaigns

    • Team Coordination: Distribute candidates across different team members

    • Process Optimisation: Streamline recruitment workflow management

  • Best Practices:

    • Plan multi-campaign strategy in advance

    • Establish clear transfer criteria

    • Coordinate with destination campaign managers

    • Document transfer decisions for future reference