Rerouting Candidates from Review

When reviewing candidates, you can reroute candidates to "save for later", send from a different specified campaign, or send from a randomly chosen campaign via Shuffle.

Rerouting Candidates from Review

Step 1. Go to the Review tab and select "Review x candidate(s)" on the right of your chosen Campaign. 

Step 2. Find the candidate you want to reroute, select the "Reroute" button on the right side of the candidate card OR select the checkboxes on the left of the candidate cards for multiple candidates.

Step 3. Choosing one of the following options:
Please note if you want to reroute to a teammate's Project/Campaign, you need to click and toggle OFF "Mine only" to see additional Projects/Campaigns.

Please note, if the campaign is a Stream campaign, it will not appear in the drop down menu. Only campaigns which are Platform campaigns will appear in the drop down menu. If you would like to source to a Stream campaign, please make a copy of the campaign. This will automatically create the copy as a Platform campaign, which you can then reroute to.

Step 3a: Saving the candidate for later

Step 3a-1. Select the drop-down menu and choose the Project you want the candidate to be "Saved for later".

Step 3a-2. Select the "Save for later" button to save the candidate in the "saved for later" section in the Project.

Step 3b. Reroute the candidate to send messaging from a different specific Campaign

Step 3b-1. Select the drop-down menu and choose the Campaign you want the new First Message to be sent.
Step 3b-2. Select the "Send" button to send the First Message to the candidate.

You can also edit the First Message to the candidate on the First Message tab.

Step 3c. Reroute the candidate to send messaging from a random Campaign in a Project

Step 3c-1. Select the drop-down menu and choose the Project you want the candidate to be shuffled in.
Step 3c-2. Select the "Shuffle campaign" button to send the First Message to the candidate from a randomly chosen Campaign in the Project.

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