Watch a quick overview video here.
Loxo continues to lead the way on AI automations. Now you can quickly and easily see and access the automations, saving you time across your workflow. Adding these automations to the stage of your choice is just two clicks away:
Select the three dots on the stage of your choice
Click "Stage automations"
When any of these automations are turned on for a stage, you will see the lightning bolt affixed to the stage:
Learn more about the new look to Stage Automations below.
Automatically Add candidates to a campaign
We've made it simpler than ever to add your templates, leverage our Campaigns GPT or create a new campaign from scratch to manually assign a campaign to a specific job stage. This approach gives you greater flexibility and control over where your campaigns are placed, ensuring they align perfectly with your workflow.
Fetch candidate's contact information automatically
Say goodbye to the hassle of fetching contact information one by one or going through multiple steps to gather details for a group. With our automated contact info fetching, you can streamline the process for one or multiple stages effortlessly. Want to learn more about Loxo Credits? Check out this article for all the details!
Select which type of contact information you'd prefer to fetch if this feature is available on your account
Phone numbers will be personal phone numbers. At this time, Loxo does not provide work phone numbers.
Sort candidates in a stage by your preference
Take control of your workflow with customizable stage sorting! If you'd prefer to organize a specific stage differently from recent activity, you can now set it to sort automatically based on your preference—no extra effort required. Choose from options like alphabetical order, location, or latest reply and enjoy a streamlined, tailored experience!
Email Automations
Prefer sending a single email instead of running a full Outreach Campaign? Our email automations are here to help!
Now, you can effortlessly add or manage email automations directly within a job. Whether it's a "Thank you for applying – Next steps" message tied to your Applied stage or something unique to your process, these automations save time and keep communication seamless.
You can also set up multiple automated emails in a single job stage. Here’s how:
Attach an email automation to the desired stage (e.g., 'Started' - post placement).
Configure multiple email steps within the automation.
Assign a time delay for each email to control when they are sent.
Ready to dive in? Take a peek here to learn more about Email Automations!
View and Manage Progression Activities
Have you ever wondered which activity notes, also known as Progression Activities, move a candidate to a particular stage?
You now have fewer clicks to see how automations turbocharge your workflow. Progression Activities give you quick and easy control over the activities that move a candidate into the stage where your automations are set.
Additionally, you can move right into manage these activities if you wish to add or remove a progression trigger from this stage. Check out a more detailed explanation of our Progression Activities.
As always, if you have further questions feel free to reach out to Support!