Filtering the Candidates Tab in PivotCX
PivotCX's Candidate tab provides a snapshot of your past candidates' contact information and info from the applications they have submitted for your jobs. One of the most powerful ways to leverage PivotCX is by creating remarketing blasts or campaigns targeting passive candidates already in your candidate pool. It only takes a few clicks, and doesn't it's pretty cost-efficient compared to the cost of engaging new applicants on job boards or through other advertising methods.
Active Apply | First Apply | Last Apply Filters
There are times when job seekers apply for more than one job for the same employer. In such cases, PivotCX keeps track of the information related to a candidate's first apply, last apply, and active applications. A contact's initial application gets logged under First Apply. Once a candidate has engaged with our CDRs, the system sets their most recent application as their Active Apply. As the name implies, their Last Apply is the latest application we have received for them.
Each type of Apply tracks detailed contact data, including:
Each type of Apply is collapsed to save space across the grid by default. Click on the ">" symbol next to the Apply name to expand all the fields.
Types of Filters
First, you have to decide the type of information used to sort your candidates.
A couple of use cases include only selecting people who live in a specific city or only people who applied for a particular job.
To access additional contact information for the job seekers, click on the ">" symbol to expand the Address tab.
How to Apply Filters
To apply filters on the Candidates grid, click on the rectangle under the name of the field you would like to sort and start typing the information you want to filter by. You can also click on the funnel symbol to apply filters more granularly.
Once you apply the filters, you can create lists, send blasts, export the filtered data, or save your filters for later use.
How to Apply Filters
PivotCX provides easy-to-use yet powerful tools to sort data about your job candidates. They allow users to gain insight into their data and a more effective way to target future recruiting efforts. To apply filters on any grid in PivotCX, click on ...
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 ...
Adding Filtered Candidates to a List
After applying filters to select candidates you want to segment out, click on Actions on the top left of the grid to “Add filtered Candidates to list.” Don’t forget to give your new list a new name and click “Add.” You’ll automatically move to the ...
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 ...
Switching Between PivotCX Teams
There are instances where PivotCX will provision more than one team for users. In these cases, the user needs to switch teams to see the corresponding candidates and all the pertinent metrics and information. Here are the steps you can take to ...