How To's

Using The New Add Candidates Feature

Learn how to use and manage the new Add Candidate feature in Loxo!

Written by Mara Green
Updated over a week ago

Candidate Highlights

Give your Hiring Manager a quick snapshot of each Candidate!

Written by Kelsey Wheeler
Updated over a week ago

Retained Search Invoicing Techniques

Learn the best practices for tracking your invoices in Loxo

Written by Mara Green
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.

Written by Sarah McCaslin
Updated over a week ago

Loxo AI Job ID Number

What's the number Loxo added to my job title?

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!

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

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

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.

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!

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.

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

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

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

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

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

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

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.

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.

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!

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

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

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

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

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

Written by Sarah McCaslin
Updated over a week ago

Customize your Global Status

Use Global Status to organize your database

Written by Sarah McCaslin
Updated over a week ago

How do I make or edit a List?

#lists #privatelists

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.

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.

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.

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

Written by Jaslene Chitkara
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.

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

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

Written by Sarah McCaslin
Updated over a week ago

What is the Client Export?

Print job details like description and internal notes

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

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

Written by Sarah McCaslin
Updated over a week ago

How do I fill out a placement card?

Fill out a placement to keep track of your bookings, fees, and splits.

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.

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.

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.

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.

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

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?

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

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!

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.

Written by Sarah McCaslin
Updated over a week ago

How to Export People and Companies

Export your data to a CSV

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.

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

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!

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

Written by Sarah McCaslin
Updated over a week ago

How to send calendar invites

Schedule interviews and events.

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.

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

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

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

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

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.

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.

Written by Sarah McCaslin
Updated over a week ago