Importing Candidate Lists
Importing a list of candidates from a previous or current ATS is easily done in PivotCX. We’ve created a 5 step process to help break it down. Importing candidates makes it easier than ever to start engaging with candidates as soon as possible.
Here are several reasons why you may want to start importing lists of previous candidates to Pivot CX.
Lists can help you re-engage with previously interested candidates
In PivotCX you can engage with candidates through texting which has an 8 times higher open rate than email.
Lists are a good way to keep a constant flow of candidate interaction.
Importing: a 5-Step Process
Create an Excel sheet of candidates with the appropriate fields and headers
Download this excel sheet as a .CSV file
On the dashboard under Content, click Candidates/Contacts
Click Import and drop your .CSV file in the box.
Wait as the system processes the new candidates
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 ...
Error: Problem creating contact list when importing spreadsheet
If you get a "problem creating contact list" when importing a spreadsheet, it usually means that there is a problem with the spreadsheet. Here is how to check your spreadsheet for problems: Check the headings. If you have an extra heading on one ...
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 ...
PivotCX Command List
^assign This is used if you want to assign a conversation to yourself or others. Great for organizing if you have a large team ^at Use this function to schedule a message to be sent at a future time. ^claim Claim a conversation. This means that a ...
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 ...