Browse Automations

Engage Passive Candidates

A simple passive candidate workflow can immediately establish your employment brand in the eyes of candidates and improve engagement from the start

Why is this helpful?

While you may not think it, engagement starts the minute a candidate or prospective customer hits the ATS. By deploying a simple introduction email and call task, you improve your chances of building a better relationship and helping improve your employment brand. Bonus points for customizing the introduction depending on the source of how they got entered into your database.

  • Start nurturing warm leads so their know your brand already when they are ready to apply
  • Automatically trigger calls and emails when new candidates arrive
  • Candidate is immediately interacted with and can be ongoing
  • Helps track success rates per source
  • Automatic safety net if candidates fall through the cracks during the recruiting process
Deeper dive
  1. Create the Herefish list based on the newly sourced (or passive) candidate's source. You may also want to filter by status, submission activity, etc to ensure your emails are delivering to passive candidates. For example:

list segmentation screenshot for candidate source

 

  1. Once candidates fall into one of these lists, your workflow can then kick off a set of actions. For new candidates, simply sending regular email with call tasks and setting a candidate status is all you'd need to do, however, we do recommend customizing those emails as much as possible.
Hi %FIRSTNAME%,

Welcome to %CLIENTNAME%, we are thrilled to have you join our network of industry-leading %JOBTITLE% and %INDUSTRY% organizations. As a veteran %INDUSTRY% recruiter, I look forward to working with you and helping match you to the right job for you.

I will be reaching out shortly to discuss your career needs and interests. You can always schedule a time for us to chat here.

In the meantime, feel free to check out these %JOBTITLE% Positions or Search All Jobs. 
  
Have a great day!
%CONTACTOWNERNAME%

 

Bonus points

  • Create email variations for new candidates vs repeat candidates.
  • Add a second or even third email drip continuing to share relevant openings and content.
  • Assign contact owner for new applicants.
  • Send notifications or tasks to the recruiter when the candidates engages.
  • Change the status and/or score of the candidate record.
  • Add candidate to segmented list for ongoing job alerts.
Final Thoughts

Keep track of how your candidate generating sources are working for you by tracking candidate engagement by each channel.  Also, make sure you are optimizing the candidate experience for each of your sources by customizing a workflow like this ^^ to improve conversions for all channels.

Key metrics

  • Open rate
  • Click rate
  • Job view rate
  • Apply rate
  • Engagement score
  • Matches
  • Placements
  • Placement revenue (by source)

Today's passive candidate is next month's (or even next year's) hired candidate.  Start engaging and nurturing them from day 1 to improve outcomes and reduce ROI by recruiting out of your own ATS.

This automation uses:

Workflow Builder

Date-based Trigger

Send Email

Send Text

Send Notification

Add Task

Add Note

Update Candidate

Skill Level: Intermediate

Time: 30 minutes

Useful for: Recruiters and marketers looking to better track candidates and activity from sourcing channels.

Results: Ensures candidate is engaged with from the beginning with valuable content and communication, and no lead falls through the cracks.

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