Browse Automations

Candidate Re-engagement

Learn how a candidate engagement workflow built in Herefish can lead to 76% more placements from your existing ATS talent pool

Why is this helpful?

Engaging with existing ATS candidates is the #1 thing a staffing agency can do to get the most mileage out of talent that's already been sourced, categorized and sometimes evaluated. Just because the candidate wasn't a fit for Job A, doesn't mean they won't be a fit for Job B. However, many companies let most of their ATS candidates go dormant and stagnate; you spent time, energy and money sourcing them, why not use them?

  • Helps re-introduce a staffing agency brand to neglected candidates
  • Saves money on sourcing costs by using already sourced candidates
  • Improves chances of ATS becoming top source of hire
  • Automatic safety net if candidates fall through the cracks during the recruiting process
Deeper dive

The trigger to enter a re-engagement campaign is usually a combination of criteria around time. For example, triggering criteria could be the following:

  • Candidate hasn't had a new note added in 6 months
  • Their status is not DNR or placed
  • Candidate has a valid email address
  1. Create a list in Herefish that looks for candidates following the above criteria (plus any other filters you'd like to use).

list segmentation screenshot candidate re-engagement

 

  1. Build the template(s) for your engagement emails. Make sure to pick proven subject lines and content to ensure engagement.
Hi %FIRSTNAME%,

We know how stressful job hunting can be, check out some of our recent opportunities and resources. If you don't see anything that looks right for you, click here to send an updated resume or get in touch with a recruiter directly. We are eager to work together to help you find the match that will take your career to the next level!

%ARTICLETITLE%   |   %SEARCHJOBS%
  
If you'd like to discuss %TOPIC% in more detail, go ahead and schedule a time for us to chat here!

Sincerely,
%CONTACTOWNERNAME%

 

  1. Once a candidate triggers the criteria above, they will be sent an email every three weeks and their activity tracked.

re-engagement-workflow

 

Bonus points

    • Create email variations for candidate segments or specialties
    • Send notification to the recruiter when candidate engages
    • Add a followup task for the recruiter to call the candidate
    • Add a note to the candidate record, depending on action
    • Change the status and/or score of the candidate record
    • Add candidate to segmented list for ongoing job alerts or nurturing campaigns
Final Thoughts

Again, re-engagement is a rather basic workflow that helps warm up your forgotten ATS candidates. For reporting purposes, top-level metrics should be tracked. Those include:

Key metrics

  • Open rate
  • Click rate
  • Job view rate
  • Apply rate
  • Engagement score

You can use any of this information to trigger other automations like Job Alerts or Top Talent.

This automation uses:

Workflow Builder

Date-based Trigger

Send Email

Send Text

Send Notification

Add Task

Add Note

Update Candidate

Skill Level: Basic

Time: 30 minutes

Useful for: Recruiters and marketers looking to increase placements from their own talent pool and improve ROI.

Results: Increases conversion of existing talent pool by re-engaging candidates in your ATS.

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