Recruitment Marketing Public

Overview

Tags are a widely used and effective means of finding and segmenting candidates in your general CRM database. The Recruitment Marketing module makes it easy to create and add tags to candidate records, and to build both smart and static lists using those tags.

You can add tags at an individual candidate level, or in bulk to many candidates at once. New tags can easily be created when updating a candidate's profile, in addition to assigning existing tags.

Adding a tag to a candidate

1. From the side menu, under CRM click Candidates.
2. Use the search options to find the relevant candidate.
3. Click the candidate's name to open their profile.
4. In the Tags field, type out the new tag or select an existing tag from the drop down that displays.
   
5. Hit the Enter key to save it to that candidate.

Adding a tag to multiple candidates

1. From the side menu, under CRM click Candidates.
2. Use the search options to find the relevant candidates.
3. Select the checkbox next to the relevant candidates.
4. From the actions bar select Tag.
   
   In the Tag Candidates pop up, type out the new tag or select an existing tag from the drop down that displays.
   
5. Click the Add Tags button to save and apply to the selected candidates.

Note: In some cases, it is possible for tags created and assigned in the ATS to be imported automatically as part of the sync, and associated with the candidate's record in the Recruitment Marketing module.

For related information refer to Creating a list.

Configuration

To view a list of existing tags and details of use:

1. From the side menu, under Company click Settings.
2. Under Candidate, click Candidate tags.

A delete option will be available for tags not used in a workflow.