Moving Candidates to another Job or Campaign

Once added to a campaign, the candidate will always be associated with that campaign. However, you can also add them to other campaigns as well.

This is helpful when you are re-engaging candidates or when a candidate was saved to the wrong campaign, in which case you'd want to stop messaging and re-save the candidate to another campaign.

Re-sourcing Candidates from an existing Job/Campaign to another Job/Campaign

Step 1. Select the candidate(s) you want to re-save, then select "Recruit".

Step 2. On the sourcing slideout, select "Select another job" in the top-right corner.

Step 3. In the pop-up menu, select the Job you want to move the candidate to, then select continue.

Step 4. The sourcing slideout will update to the new Job. Select "Save for later" to save them to the job, or select a campaign (or generated messaging) from the dropdown to begin messaging the candidate.

Step 5. Since the candidates have been saved to Teamable before, enable and toggle on the "Allow reaching out to previously messaged candidates" option, so that Teamable's candidate de-duplication feature will not trigger and stop the outreach.

Step 6. Depending on your Job/Campaign settings, you have the option to:

• "Save for later" - Candidates are saved to another Job and are not sent an outreach.
• "Request review for outreach" - Candidates are sent to your Reviewer's queue.

• "Send" - Candidates are reached out with a first message via the Campaign chosen.

  

Step 7. Once you have selected one of the previous options, your candidate will appear in your selected Job/Campaign and you're done!