Filtering Contacts (Candidates) 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 it's cost-efficient compared to the cost of engaging new applicants on job boards or through other advertising methods. 

Why Use Filters and Lists

PivotCX makes it easy to find the right data to fill your campaigns and fill your job openings. Using filters and lists in Pivot is important because it let's you segment your contacts into different lists depending on what you want to do.

For example, let's say you have a new job opening for a software developer in Austin, TX. Before spending money on advertising for it, you can look at contacts already in your database to see if there might be a match. You can go to the Candidates tab in Pivot and filter for 'City = Austin', and 'Job Title = Software Developer'. Now you have a list of all software developers in Austin you've talked with. Now you can create a list from the filtered candidates and then send them a text campaign with an invitation to apply for the software developer job opening. 

Active Apply

An important concept to understand before filtering is how the 'Active Apply' works in PivotCX. At any given time, a contact can only have one Active Apply. They might have applied to various positions and therefore have multiple applies but only one of them can be the main one at a time. This is important because when you filter in the Candidates tab, you are filtering against only their 'Active Apply.' Learn more about the Active Apply in the Help Article here: Active Apply and How Multiple Applies Work in Pivot

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.

General Filters

Field Name	Details
First Name	Candidate's first name.
Last Name	Candidate's last name.
Phone	Candidate's primary phone number
Phone Opt-In	Whether a candidate has opted in or out of receiving text messages.
Job Title	The job title for the position the candidate applied for.
Job Location	Name of the place where the position is located.
Apply Status	The labels PivotCX's Candidate Development team or the employer's team recruiters use to keep track of a job seeker's application.
Email	Candidate's primary email.
Number of Applies	The number of times a candidate has applied to jobs associated with the employer's team.
Creation Date	The date the candidate was added to PivotCX.
Modified Date	The date the candidate was updated in our system.

Address Filters

Field Name	Details
Street	Candidate's street address, if available.
City	Candidate's city of residence.
State	Candidate's state of residence.
Zip	Candidate's zip code.

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.

Click on the Actions button to view options for both adding the filtered contacts to a list, assign the contacts to a user, or create a filtered dynamic list:

Make Lists

Static vs Dynamic Lists

Once you've made your filters, you have the option to make both static lists as well as dynamic lists. A static lists is labeled as just 'list' and is a static group of contacts who can be added either through filters or imports. In a static lists, contacts can be added and removed without affecting the rest of the list.

A dynamic list on the other hand automatically adds and removes contacts who meet or don't meet a pre-defined filter criteria. Learn more about making and using dynamic lists here: Create and Use Dynamic Lists

Where else Can You Use Filters?

You can use filters to make lists in various tabs of PivotCX including the Contacts (Candidates), Attributions (Applies), Messages, Links, and Blasts. This makes it easy to find the right data across Pivot for your campaigns. For example, you could filter for a particular job title in the Applies tab, or filter through your Messages for everyone you've talked with about Python coding, or you can look through your Links tab and find everyone who's clicked on a certain link.

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