Goals
		Increase engagement for specific groups with specific content and messaging Increase productivity of Agency team to send catered content Improving ATS data relevance and hygiene

Example

Breakdown:

Best Practice:

Use surveys to
- Automatically filter out prospective leads and alert the Agency team
- Update Talent/Client data

TYPICAL SETUP REQUIREMENTS
Who will campaigns be sent to/from? Sent to: Candidate or Clients Sent From: Recruiter, Team Alias, or Best Relationship Holder
What information needs to be included? Info about any relevant job offerings More carefully formatting or information that’s specific to the targeted group Survey questions
When should the messages be sent? Batch: Identify a large group of Talent/Clients and schedule a 1 time or batch send Rolling: Rcurring or Relatively Scheduled Example: Send 6 months after Last Note
How do we identify the right audience? Candidates or Clients that are identified using existing fields

MEASURES OF SUCCESS

*Dependent on Agency Priorities / KPIs

Data Enrichment Tool (Bullhorn only):
- This allows you to capture feedback from survey responders and automatically update Bullhorn ATS records.
- Typical Use Case: Candidates who respond that they are interested in new opportunities are marked as active.

Templatized Touchpoint
- Create an evergreen Touchpoint the re-use in mind
- Whenever a need arises to send a one-off communication, you can duplicate and repurpose the ‘Template’ Touchpoint with minor edits

Referrals:
- Don’t hesitate to ask inactive candidates if they know anyone else who might be looking for work
- Referrals Playbook

Reliable Fields
- Ensure that targeting fields are ‘reliable’ and reflected accurately across ATS data
- Bad data in = bad result out

Current Relationships
- Avoid those with current relationships
- E.g. Currently placed, etc