You can add candidates into a Dynamic campaign even after it has been launched. Candidates can be added to a campaign manually, either in bulk or individually, via the Beamery Extension or via recipe automation.

Note: you cannot add candidates to a Single or Triggered campaign manually or through the extension. You will need to set up a recipe to add candidates to a Triggered campaign after launch, while for a Single campaign the audience must be chosen at the time of launch. 

Table of Contents

Add Candidates to a Campaign via Bulk Action
Add Candidates to a Campaign from the Profile
Add Candidates to a Campaign from the Extension
Add Candidates to a Campaign Using a Recipe

Add Candidates to a Campaign via Bulk Action

Use a bulk action when you have many candidates to add, or when you want to add everyone who matches a set of filters.

1. Go to People. Select candidates one by one, or use the filters on the left to narrow the list to the candidates you want.

2. Select the checkbox next to each candidate. To select everyone in your filtered list, select the checkbox in the Full Name column header.

3. Buttons appear above the list. Click Bulk actions and select Add to campaign.
   
   

4. In the Add to campaign window, choose a sender (1) to see only the campaigns that user sends. This is optional.
   

5. Choose the campaign from Select a campaign (2). You can search for it by name.

6. Click Add to campaign (3). Only candidates who aren't already in the campaign are added.

Add Candidates to a Campaign from the Profile

Add a candidate to an existing Dynamic campaign straight from their profile. This works well when you've just reviewed their profile and want to start engaging them.

1. Open the candidate's profile. In the Hiring hub on the right, scroll down to Campaigns. The number next to Campaigns shows how many campaigns the candidate is in.
   

2. Click the + button next to Campaigns.
   

3. In the Add to a dynamic campaign window, Owner (1) is set to you. Change it to see campaigns owned by another user.
   

4. Choose the campaign from the Select a dynamic campaign drop-down (2). You can search for it by name.

5. Click Add (3).

Only Dynamic campaigns appear in the list.

Add Candidates to a Campaign from the Extension

You can add candidates to an existing Dynamic campaign when sourcing with the Beamery Extension. Doing this allows you to communicate with your candidates using Beamery, without ever leaving their social media profile.

1. To add a candidate to a campaign using the Extension, first, navigate to the social media profile and open the extension from the menu at the top of your browser.
2. If the candidate does not yet exist in your CRM, follow this guide on how to add candidates to Beamery from their social media profile. 
3. Once a contact exists in your CRM, scroll to the bottom of the extension to find Campaigns. Here you will see any Campaigns the contact is currently active in as well as a place to add the contact to an existing Campaign. Please note that if the contact doesn't have an email address saved to their profile, they cannot be added to a Campaign.
4. Click the pencil icon to see the full details of all Campaigns the contact has received or click the plus sign to add the contact to a new Campaign. 

Add Candidates to a Campaign Using a Recipe

Use a Recipe to add candidates to a campaign automatically, based on what they do or what changes on their profile. Only users with an Admin role (Super Admin, Sourcing Admin or Marketing Admin) can create Recipes.

1. Click Automation in the left navigation.

2. Click Add Recipe.

3. Enter a Recipe name and add any relevant Global tags.

4. Under Trigger, choose what starts the Recipe from the When contact drop-down. For example: Is created, Status, Has submitted form, Is added to Vacancy or Is added to Pool. Click Add trigger to use more than one.

5. Under Filters, add filters so the Recipe only adds the candidates you want. The contacts that match your filters are listed next to them.

6. Under Action, select Add to Campaign from the Then drop-down. Then choose the campaign from the Select Campaign drop-down.
   

7. Under Repeat, select Repeat recipe if the Recipe should run on a contact every time they meet the trigger. By default, a Recipe runs on each contact only once.

8. Click Activate, then confirm in the window that opens.

Click here to learn more about how to use recipes to automatically add candidates to campaigns.

In Summary...

There are various ways in which you can add candidates to a Campaign, depending on your specific use case. Regardless of the method, communicating with candidates using Campaigns in Beamery is simple and easy to do.