Creating a PivotCX Campaign

Creating a PivotCX Campaign

What are Campaigns?

With its new Campaigns feature, PivotCX offers its customers the ability to reach candidates with timely messages. Campaigns can vary from a single message blast to a series of timed messages to engage candidates when they are ready to speak with our candidate advocates or directly with a recruiter from your company. 

You can find Campaigns under the AUTOMATION section in the dashboard menu. 
Once in the Campaigns view, you have access to a searchable list of your campaigns.

Creating a New Campaign

  1. To start a new campaign, once in the Campaigns view, click on "New."
  2. On the next screen, write a descriptive name by clicking in the "New Campaign" field.
  3. Click on the add new message icon to start crafting your first message.
  4. To change the message name, click on the pencil icon. When you finish editing, click on the green checkmark next to the message name field.
  5. Click on the stopwatch icon to add a time delay on a specific message (how long the system will wait before sending your message).
  6. To cancel a time delay, click on the crossed-out stopwatch icon.
  7. If you want to delete a message in the sequence, click on the red X to the right of the stopwatch and then confirm by clicking on the red trash can. 
  1. You can add as many messages as you need to craft an engaging campaign. 
  2. Your campaign is updated automatically as you edit it.
  3. Messages will be sent immediately after you finish editing your campaign unless you add a time delay. 

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