How To's

Learn how to do more with Loxo once you have created your account

Sarah McCaslin avatar Kelsey Wheeler avatar Makenzie Bothner avatar +1
58 articles in this collection
Written by Sarah McCaslin, Kelsey Wheeler, Makenzie Bothner and 1 other

Candidate Highlights

Give your Hiring Manager a quick snapshot of each Candidate!
Kelsey Wheeler avatar
Written by Kelsey Wheeler
Updated over a week ago

How do I use schedule send for emails?

Schedule emails in advance to go out on a specific day or time.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Loxo AI Job ID Number

What's the number Loxo added to my job title?
Kelsey Wheeler avatar
Written by Kelsey Wheeler
Updated over a week ago

Share Your Candidates

Using a shareable link, you can share your candidates amongst hiring managers and contacts outside of Loxo with ease!
Makenzie Bothner avatar
Written by Makenzie Bothner
Updated over a week ago

A/B Testing in Outreach

Track which emails have the highest open, click, and download rates #ABTesting #Outreach
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Understanding Your Deals Cards

Your Deal Card has a lot of information so make sure you know everything on it #Deals
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Person Note Templates

Record notes on the fly and create a standard list of questions that your team can use for phone screens, interviews, intakes, etc.
Makenzie Bothner avatar
Written by Makenzie Bothner
Updated over a week ago

Candidate Assessments

Gathering feedback on candidates just got easier! Non Loxo users can leave assessments and comments for quick, real time feedback!
Makenzie Bothner avatar
Written by Makenzie Bothner
Updated over a week ago

Merge Deals

Merge two or more deals to keep your deal's pipeline clean and simple.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Outreach Campaign Template Best Practices

There are a few best practices to keep in mind when creating a campaign from one of the Loxo templates. #LoxoOutreach™ #Campaigns
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Outreach Campaign Stage Types

There are 5 different stages you can create within a campaign. Make sure you know about all 5 and their benefits. #LoxoOutreach™ #Campaigns
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Outreach Campaign FAQs

Campaigns are a powerful tool to help you stay on top of candidate and client communications #Campaigns #Outreach #DripMarketing #FAQ
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Outreach Campaigns 101

Use campaigns in Loxo Outreach™ to stay on top of candidate & client communications by setting up a drip schedule. #outreach #campaigns
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

View Candidates in the Master Funnel

Streamline your workflow by accessing all of your candidates across all jobs in one spot
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Customize Email, Phone, and Address Types

Learn how to customize email, phone, and address types for your agency #customize #address #phone #email #types
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Navigating Your Job Page

The Job page provides quick access to all candidates so you can move them through the pipeline or make updates to their profile.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Power Calling: Send & Receive Calls From the Same SIP-Enabled phone numbers

Use Loxo for all of your calling needs by setting up your Loxo number into your current phone system.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Can I Bulk Move Candidates?

You can use the Bulk Move feature to move multiple candidates at once to a different job stage!
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Reporting 101

Loxo offers a variety of reports that help you quickly find meaningful information and data
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How to add an attachment to a person's profile

Learn how to attach a document to a person profile #attachment #document #profile
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How to use Loxo AI™

No more manual sourcing. Instantly receive the best possible mutual matches for your open jobs. #LoxoAI #ArtificialIntelligence
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Share your email address with internal team members

Save time by sharing your email sync with your team so they can send emails on your behalf
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How to publish job and create a job posting URL

Create an easy to access a job where candidates can apply directly into your database #publish #applications #jobposting
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Customize your Global Status

Use Global Status to organize your database
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I make or edit a List?

#lists #privatelists
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I use the drag and drop to import a person into Loxo?

Download a PDF and drag and drop it into Loxo to create a person record.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I clone a job?

Working on a similar or identical job order? Simply clone a job to repurpose the job details.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Global Status

The Global Status header on the People page allows you to quickly segment people and will help manage your workflow.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Email and SMS Merge Tags

Get personal with our email merge tags #customize #personalize #emails #SMS #mergetags
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How to make bulk changes to your contacts

Use Loxo's Bulk Change feature to make bulk changes to people's information including tags, owners, custom fields, global status, etc.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I forward a resume to Loxo from my email?

Add a candidate to Loxo from your email. Forward their resume to Loxo and add them to a job or add tags to their profile #AgencyInformation
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I block clients or candidates from receiving marketing communications?

You can block client contacts or candidates from receiving recruiting marketing communications #unsubscribe
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

What is the Client Export?

Print job details like description and internal notes
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Create a job in Loxo

Build and add your new job order in Loxo and publish it
Kelsey Wheeler avatar
Written by Kelsey Wheeler
Updated over a week ago

Boolean search within your database

Use advanced boolean strings and operators to refine your searches in Loxo #search #tags #filters #find
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated this week

How do I fill out a placement card?

Fill out a placement to keep track of your bookings, fees, and splits.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I update my candidates or contact's work experience?

After you make a placement or a hire, update your candidate's profile with their new Title and Company.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I update a contact's picture?

Quickly add a new picture to your contact's profile in Loxo.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I share an email template with my team?

Share email templates across your team to keep branding and communication from your agency consistent.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I use Loxo's Mobile Contact App?

Use Loxo's app to call and email your candidates and contacts from your mobile device.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How can I tag or mention someone on a candidate's profile?

Tag a user's email address in the event section of a profile and the user will get notified via email
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I remove someone from a job?

Need to remove someone from a job but don't want to move them to your Rejected stage?
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I post a job to my social sites?

Post to Facebook, LinkedIn, Twitter and other social sites directly from your Loxo Job Listing
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I import a CSV list of contacts or candidates?

Import a CSV of multiple people into the people database!
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How to search by a candidate's Zip Code?

Loxo will auto populate Zip Codes for candidates and clients based on their LinkedIn location.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How to Export People and Companies

Export your data to a CSV
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I notify someone I've made a placement?

Send an email notification once you've made a hire in Loxo to any internal team members.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How to use the New Client View

Use the Client View to collaborate with clients or hiring managers inside of Loxo #clientview #hiringmanager
Jaslene Chitkara avatar
Written by Jaslene Chitkara
Updated over a week ago

What is My Loxo™?

Loxo's Dashboard shows upcoming details about your day that you don't want to miss!
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Creating Email Automations

Save time by creating an email trigger based on where your candidates are within the hiring pipeline. #triggers #automations #emails
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How to send calendar invites

Schedule interviews and events.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I create and send Forms?

How to customize, share Forms with your team in Loxo, and send to candidates or clients.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I delete a job in Loxo?

A job can be completely deleted in Loxo
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I send a Bulk Email or Bulk Text?

How to use Loxo's recruitment marketing tools to personalize your mass communication #BulkEmail #BulkSMS
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How to add candidates from one job to a different job

Steps to source candidates into a job from an existing job
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How to search using Boolean operators

Using Boolean operators to search in Loxo, LinkedIn, Google and other search engines can be your competitive advantage
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

Create Email and SMS Templates

Use email templates to personalize your emails while cutting your admin time in half.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago

How do I delete a list?

If a list you created is out of date, cleaning up your Loxo lists is simple.
Sarah McCaslin avatar
Written by Sarah McCaslin
Updated over a week ago