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How To's
Learn how to do more with Loxo once you have created your account
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60 articles in this collection
Written by
Sarah McCaslin,
Kelsey Wheeler,
Makenzie Bothner
and 2 others
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