Filtering Candidates in PivotCX

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:

Field Name

Details

Source

Where the candidate is coming from.

Medium

The tool used to get the candidate.

Campaign

The campaign used to get the candidate.

Job Title

The job title for which the candidate applied.

Job Location

Name of the place where the job is located.

Referrer

Name of the Person/Employee who referred the candidate to the job.

Keyword

Word used by the candidate to connect to the Employer's PivotCX team phone number.


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.


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.







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