Day to Day PivotCX Usage
PivotCX is a great way to interact with your candidates but it can be hard to know where to start. This article covers the standard cadence and workflow of engaging with candidates on a day to day basis. Feel free to reach out to your PivotCX rep with any questions on workflow.
Step 1: Check Your Missed Messages
Missed messages can be found on your Dashboard
The Dashboard is split into 2 groups. Chats for the team and chats for you!
Messages for the team are unassigned conversations that are waiting for a response.
Messages for you are messages that are assigned to you and are awaiting a response.
We recommend checking your messages at the beginning of your day to acknowledge any responses that may have come into PivotCX while you were out of the office.
Start by clicking on "Chat" on the left hand panel shown below
Green: Less than 12 hours
Orange: 12-24 hours
Red: More than 24 hours
Blue: Responded
You can learn more about some of our chat window features here!
After answering your missed messages, it’s time to start your day with sourcing, screening, and follow-ups. See our recommendations on identifying your candidates and initiating interactions below.
Step 2: Getting your Candidates into PivotCX
Depending on your setup with PivotCX, you can receive or place your candidates into PivotCX in a variety of ways. I’ve outlined them below
Headers are Clickable in this section. Click the headers to learn more about each feature!
Browser Plug-in
Our Browser Plug-in is a great way to get candidates into PivotCX if you’re sourcing a small pool of candidates from an ATS or Job Board database. Use the Plug-in to scrape phone numbers from the page and start chatting!
Feeds
PivotCX supports a variety of integrations to receive your candidates. This eliminates the need to use the browser plug-in or imports. PivotCX can capture and store job titles, sources, mediums, campaigns, and requisition information without having to store it in a spreadsheet or enter it manually.
When using a feed, you have the option to trigger a message on apply or manage your candidates using our grids.
Reach out to your PivotCX Rep to get your feed process started!
Spreadsheet Import
Advanced Usage: To input multiple candidates into PivotCX, a spreadsheet import may work better for you! Spreadsheets are a great solution if you’ve received multiple leads from a sourcing tool or would like to import an export out of an ATS.
**For import assistance please reach out to your PivotCX Rep**
Step 3: Interactions
Once you’ve identified your candidates or received them from a feed, it’s time to interact with them in PivotCX!
One-on-One
Search Bar
You can reach out to your candidates one on one in a couple of ways. The first would be to search for your candidates in the search bar from the Chat View. This is great if you are already chatting and need to reach out to another candidate.
Grids
You can also access single conversations from our Grids. You can start a one on one conversation with a candidate by searching for them using our filters. The grid shown below is our candidates tab. Click the message square to open the chat menu and start your conversation.
Mass Interactions
Blasting
To trigger interactions en masse, you can set up a blast using lists and our blasting function.
Once your list is created, you can blast your candidates!
Blasting is a great way to engage with candidates that you've imported via spreadsheet import or to reengage with candidates who haven't interacted with you.
Now you're well on your way to utilizing PivotCX's full capabilities! reach out to your PivotCX Rep with any questions or place a ticket with the team at help@pivotcx.io
Happy Chatting!
Related Articles
Mass Assign Candidates
You may already be familiar with our ^assign feature to assign a candidate's conversation to a member of your PivotCX team or yourself. Assigning helps organize conversations and distribute the workload to different resources. While this feature is ...Manage Job Feeds
PivotCX is a communications hub for recruiters and we understand how important it is to be able to get candidates and applicants easily into the platform. That's why we've focused on building out various capabilities to support job feeds. PivotCX has ...Importing Candidate Lists
Importing a list of candidates from a previous or current ATS is quickly done in PivotCX. We've created a 5 step process to help break it down. Importing candidates makes it easier to engage with candidates as soon as possible. Here are several ...How to Open a Conversation
There are multiple ways to go to a specific conversation to start chatting with a candidate: When you are viewing the Deliveries Tab, Messages Tab, Candidates Tab, or Conversation Tab, clicking on a Chat Bubble next to a contact's phone number or ...Filtering Contacts (Candidates) in PivotCX
PivotCX's Candidate tab provides a snapshot of your past candidates' contact information and their active applications. One of the most powerful ways to leverage PivotCX is by creating remarketing blasts or campaigns targeting passive candidates ...