Setting up automated follow-up campaigns

Campaigns follow up automatically with candidates who haven’t replied. You choose the steps, the templates and how long to wait between them, then add candidates and activate. Anyone who replies drops out of the campaign, so they don’t receive the remaining steps. The video shows how to build a campaign from scratch.

Show transcript

Today I want to show you how to use campaigns in ama. They’re a way to send follow-up messages to candidates who haven’t replied, in an automated flow. This is a great way to improve your response rates and get candidates more engaged with your outreach.

To get started, go to the Campaigns tab on the left-hand side, right below Messaging. ama already sets up a default campaign for you. You can have a look at it, but for this exercise I’ll create a new one from scratch. Let’s call it Enzo’s Campaign.

First, ama asks which step you want to start with. Let’s select an initial email. We usually recommend starting with a longer message that tells the candidate more about the role. If they don’t reply, we can add a new step with a connection request as a follow-up, sent three days later. With multiple steps, candidates keep you top of mind, they see you’re genuinely engaged in recruiting them, and they’re more likely to respond. You can add a template here, and for each step you can adjust which template is used, when it’s sent and how long to wait before the next step begins.

One thing you can’t forget is adding talents. Right now there are no talents in this campaign, so let’s add some. Here I’ll add everyone currently in my shortlist, so all 10 profiles in Priority 1 are added to the campaign. You can also add profiles from Sourcing, the shortlist or whichever stage you’re in: select them manually, click Message, and pick the campaign you want to add them to. Let’s add these three to Enzo’s Campaign.

Back in the campaign, we see 13 in progress, but no messages are being sent yet because the campaign is paused. To start it, click Activate. I’ll change the start date to one day later so messages don’t go out from my account right away, review and save my changes, update the campaign and activate it.

You can pause the campaign at any time, and you can keep adding people. Anyone you add starts at the first step, no matter when the campaign began. When a candidate replies to any step, they’re removed from the campaign and won’t get the following templates, so nobody gets flooded with messages after they’ve already responded.

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