Managing Campaigns

Managing Campaigns

Efficiently manage multiple hiring campaigns and keep your recruiting organized.

Campaign Dashboard

View all your campaigns in one place:

• Active Campaigns: Currently open positions
• Completed Campaigns: Closed positions with historical data
• Archived Campaigns: Campaigns you've archived for reference

Common Actions

Viewing Campaign Details

Click any campaign to see:

• Total candidates
• Average compatibility score
• Recent assessments
• Team activity
• Candidate pipeline status

Editing Campaign Information

1. Open the campaign
2. Click "Settings"
3. Update job details, requirements, or settings
4. Save changes

All existing candidates will be re-evaluated against new requirements on their next assessment.

Duplicating Campaigns

Hiring for the same role again? Duplicate existing campaigns to save time:

1. Find the campaign in your list
2. Click the three-dot menu (•••)
3. Select "Duplicate"
4. Rename and adjust as needed

This copies:

• Job requirements
• Settings and evaluation weights
• Assessment preferences

Note: Candidates are NOT copied—only the campaign structure.

Sharing Campaigns with Team

Enable collaboration by sharing campaigns:

1. Open campaign settings
2. Go to "Team Access"
3. Choose sharing level:
   • View only
   • Can add candidates
   • Can edit settings
   • Full admin access
4. Invite specific team members or share with entire organization

Organizing Multiple Campaigns

Naming Conventions

Use clear, consistent names:

• Include role and level: "Senior Product Designer"
• Add location if relevant: "Backend Engineer - NYC"
• Use dates for recurring roles: "Sales Rep - Q4 2025"

Filtering and Sorting

Find campaigns quickly:

• Filter by status: Active, completed, archived
• Filter by department: Engineering, sales, marketing, etc.
• Sort by date: Newest first, oldest first
• Sort by activity: Most recently updated

Campaign Tags

Add tags to organize campaigns:

• By priority: urgent, standard, low-priority
• By type: full-time, contractor, intern
• By source: referral, agency, direct

Campaign Health Monitoring

Track campaign performance:

• Candidates per campaign: Are you getting enough applicants?
• Average time to assess: How quickly are evaluations completing?
• Completion rate: Percentage of candidates with full assessments
• Team engagement: Number of comments and reviews

Next Steps

• Archive completed campaigns to keep your dashboard clean
• Compare candidates across campaigns
• Review team activity to track collaboration

Best Practices

Regular cleanup: Archive campaigns monthly to keep your active list manageable.

Consistent structure: Use similar requirements formats across campaigns for easier comparison.

Track metrics: Monitor which campaigns attract best candidates to optimize your hiring process.