Using the Engage Button
Table of Contents:
When to use Engage
Use Engage any time you are ready to take action on a candidate and want a quick place to review options, adjust settings, and send.
Use the Engage button to open the sourcing slideout so you can:
- Send or edit messaging.
- Request an introduction (when available).
- Recruit a candidate to a different job.
Messaging Options
The messaging options presented at the top of the sourcing modal will vary depending on the candidate's source channel:
Within a Job
If you are sourcing within a job, you will typically see:
- Outbound campaigns in that job.
- Generated personalized messaging (if enabled).
To recruit the candidate to a different job, select Select another job on the right side of the slideout.
You will be prompted to select a Job to move the candidate to, then you will complete the sourcing process within the selected Job.
In the Talent Page
If you recruit from the Talent page(left-side menu), your messaging options will include jobs and campaigns.
Tip. Toggle off Mine only to switch from viewing only your jobs and campaigns to viewing all jobs and campaigns.
Editing Messaging (settings, first message, follow-ups, and replies)
Edits you make in the slideout apply only to the selected candidate(s).
If you want to update templates or settings for everyone in a campaign, go to the campaign page.
Settings
In the slideout, you can change:
- Who sends the first message.
- Who handles replies.
- Who reviews candidates.
If you do not see someone under Send message as, it means they have not granted Send-On-Behalf-Of(SOBO) permissions. Use this guide to request access: Request “Send as” permissions
Editing the First Message
You can personalize the first message directly in the slideout:
- Update the message content.
- Change the email subject line.
- Add teammates via CC or BCC.
When possible,Humanly will fill in the messaging variables so you can preview the exact message the candidate will receive.
If variables cannot be filled, use the Preview tab to view a version with random values. (This is not the exact messaging that the candidate will see)
Want help drafting? Select Generate new to have Humanly create a new first message. If you select Stop generating, the message will revert to the previous version.
Troubleshooting Tip: If personalization fails, try Generate new to re-run variable filling. Typically this will generate a new first message with the variables filled in.
Editing Follow-ups and Replies
To edit the sequence, select each follow-up or reply from the left-hand menu.
- Select Add a follow-up to create one.
- Select Remove follow-up to delete one.
You can toggle replies on and off as needed by selecting the toggle switch on the right side of each reply.
Requesting Intros (when available)
The Requesting Introductions feature is only available for users who have Referrals enabled. To learn more about Referrals, check out this article.
If the candidate is connected to someone in your network:
- Open the Request intro tab.
- Select the teammate(s) you want an introduction through.
- Select Request intro.
If Enable intro request is on and at least one teammate is selected, the Send button becomes Request intro.
If you do not want to see the intro request options again, toggle off "Enable intro request".
You can always navigate back to this tab, but the sourcing modal will not automatically open to the "Request intro" tab any more.
Generating Personalized Messaging
When sourcing within a Job, you can choose Generate personalized messaging to create a new:
- First message
- Follow-up sequence
- Reply sequence
All candidates who are messaged with generated personalized messaging will be saved under a separate campaign named "OUTBOUND- PERSONALIZED".
Messaging settings for these candidates cannot be viewed or edited after messaging has been sent.
Bulk Engage
To Engage multiple candidates at once:
- Select candidates using the checkboxes on the candidate cards.
- Select Engage at the top of the candidate list.
Tips
Variables are not filled in bulk messages. Use Preview to review a version with random values.
Messaging and settings changes apply to all selected candidates.