Add team members to collaborate on your campaign
Last updated: July 28, 2025
Feature Overview
Campaign collaboration allows you to add team members to specific campaigns, ensuring they receive notifications when conversations require attention or when specific campaign activities occur. This feature enables distributed team management of candidate conversations, with automatic notifications sent to designated team members when conversations move to "needs review" status or other significant events happen. Team members must already exist in your Popp account before they can be added to campaign collaboration.
Available Actions
This feature enables you to perform the following actions:
Add team members to campaigns - Include specific team members in campaign notifications
Manage campaign notifications - Control who receives alerts for campaign activities
Distribute conversation management - Share campaign oversight across team members
Monitor team collaboration - Track which team members are involved in each campaign
Customise notification settings - Select which team members receive specific campaign alerts
Maintain team access control - Ensure appropriate team members have campaign visibility
Step-by-Step Instructions
Prerequisites: Adding Team Members to Account
Accessing Team Management
Navigate to Team Tab: Click on the "Team" tab in your main navigation
Review Current Team: View all existing team members in your account
Add New Members: Click "Add Team Member" if needed
Complete Team Setup: Ensure all desired collaborators have account access
Adding Team Members to Campaign Collaboration
Accessing Campaign Settings
Navigate to Campaigns: Go to the campaign dashboard
Select Target Campaign: Find the campaign you want to add collaborators to
Open Campaign Dashboard: Click on the job title to access the campaign details
Access Collaboration Settings: Look for collaboration or notification options
Configuring Team Notifications
Find Notify Tab: Locate and click on the "Notify" tab within the campaign dashboard
Review Available Team Members: The system displays all active team members in your Popp account
Select Collaborators: Choose which team members you want to add to the campaign
Individual Selection: Select specific team members one by one
Multiple Selection: Add multiple team members simultaneously
Confirm Selection: Review your selected team members before finalising
Finalising Collaboration Setup
Confirm Addition: Click "Confirm" to add selected team members to the campaign
Automatic Notification: Added team members receive notification of their inclusion
Access Confirmation: Team members gain access to the campaign and its conversations
Understanding Collaboration Benefits
Notification Types
Team members added to campaigns receive notifications for:
Needs Review Status: When conversations require manual intervention
Campaign Activities: Significant events within the campaign
Conversation Updates: Important changes in candidate interactions
Status Changes: When candidates move through different stages
Shared Responsibilities
Collaborating team members can:
Monitor Conversations: View ongoing candidate interactions
Respond to Reviews: Handle conversations marked as "needs review"
Track Campaign Progress: Access campaign metrics and performance data
Manage Candidate Flow: Oversee candidate progression through the campaign
Collaboration Management Best Practices
Team Member Selection
Role Relevance: Add team members whose roles require campaign visibility
Workload Distribution: Balance notification load across team members
Expertise Matching: Include team members with relevant skills for specific campaigns
Coverage Planning: Ensure adequate coverage for campaign monitoring
Notification Management
Avoid Over-Notification: Don't add unnecessary team members who don't need campaign access
Clear Responsibilities: Define roles and responsibilities for each collaborating team member
Response Protocols: Establish clear procedures for handling campaign notifications
Team Coordination
Communication: Ensure team members understand their campaign collaboration role
Handoff Procedures: Create clear processes for managing shared campaign responsibilities
Documentation: Keep records of which team members are involved in each campaign
Account Management Integration
Team Member Prerequisites
Account Access: Team members must have active Popp accounts
Appropriate Permissions: Ensure team members have necessary access levels
Role Assignments: Consider admin vs. member roles when adding collaborators
Permission Considerations
Admin Access: Admins can see all account activity including campaign collaborations
Member Limitations: Members may have restricted visibility depending on account settings
Campaign-Specific Access: Collaboration may provide campaign-specific permissions
Troubleshooting Common Issues
Team Member Visibility Problems
Account Status: Verify team members have active accounts
Permission Levels: Check if team members have appropriate access rights
Sync Issues: Allow time for team member additions to appear in collaboration lists
Notification Problems
Email Settings: Verify team members' email notification preferences
Campaign Status: Ensure campaign is active and generating notifications
System Delays: Allow time for notification systems to process changes
Quick Reference
Setup Process: Team Tab → Add Team Member → Campaign → Notify Tab → Select Team Members → Confirm
Prerequisites:
Team members must have Popp account access
Active team member status required
Appropriate permission levels needed
Collaboration Benefits:
Shared campaign oversight
Distributed notification management
Team-based conversation handling
Improved campaign coverage
Notification Triggers:
Conversations needing review
Campaign activity alerts
Status change notifications
Significant campaign events