Outreach Campaigns are a great way to streamline your communications efforts, and with auto-add Campaigns, you can enjoy the benefits of automated outreach directly from a Job Pipeline. The auto-add to Campaign feature is really easy to set up and is designed to save you steps between sourcing candidates and sending outreach. Auto-add is one of the many ways that Loxo helps to streamline your workflow and maximize your time.
This article explains the auto-add feature to help you reach out to candidates smoothly and seamlessly once you have sourced them for a Job.
What is Auto-Add to Campaign?
The auto-add to Campaign is a feature available within Job Pipelines in Loxo.
Auto-add to Campaign lets you attach an Outreach Campaign to a specific Job Stage so that anyone who gets moved to that particular stage is also automatically added to the linked Campaign.
You can apply the auto-add feature to any Job Stage within any Job Pipeline, and each configuration is unique to each job.
Auto-add is customizable for each job independently, so you can manage the Campaign for each job with the customized messaging and a workflow that best suits your goals.
You can use auto-add to Campaign more than once per job. For example, if you want to setup one Campaign to send from the 'Shortlist' Job Stage, you can also setup an additional auto-add Campaign to send from the 'Screening' stage.
Set up Auto-Add to a Campaign
In most cases, we recommend applying an auto-add Campaign to the 'Shortlist' stage within your Job Pipeline. If you've customized your workflow beyond the default Loxo Workflow, then we recommend choosing one of your initial stages so that you can maximize the use of the automated outreach.
To use auto-add to a Campaign on an existing job, follow the steps below.
Navigate to the Job Pipeline that you want to work from.
Determine which Job Stage that you want to automatically send from.
Pro Tip: Using one of the earliest stages in your Job Workflow helps you to maximize the use of the automation.
Click on the three dots in the top right corner of the Job Stage you want to link a new auto-add Campaign to.
Select "Stage automations" from the menu. Note: if the stage has other Stage Automations enabled, you can click the yellow lightning bolt to open these settings.
Choose whether you want to use an existing template, work with Loxo's AI (included with our Professional Plan tier) to generate a new Outreach Campaign, or start building a new sequence from scratch. Note: you cannot link an existing Outreach Campaign to a Job Stage via Stage Automations. The Campaign must be created as it is added to the job.
Click 'Browse templates' to select from a list of existing templates that are saved in your database.
The template will populate on the right side of your screen, giving you the chance to personalize the messaging prior to attaching it to the Job Stage.
Click 'Add to job' once the messaging and Outreach Campaign is setup the way you want it to send.
Click 'Draft Campaign' to generate a fresh Outreach Campaign drafted by Loxo's AI (only available on Professional Plans).
The template will populate on the right side of your screen, and the AI-generated content will be based on job details in which you're working.
You can click "Try again" at the bottom to ask Loxo's AI to re-write the initial drafts for ALL stages:
You can also click "Draft again" for individual stages if you would like Loxo's AI to redo a particular stage:
If you do not require the full sequence generated by the AI, you are able to delete specific stages at the bottom of each stage:
If you would like to add an A/B variant, this is available with AI-generated messaging as well:
Review the content, timing delay between stages, and structure of the Outreach Campaign to meet your goals.
When you are ready to send, you can choose to use this Campaign one time for that particular job or save it for future use.
Click "Add to job" to attach to this Job Stage for one-time use.
To save this Campaign for future use, you can click "Save as template."
Select "Start from scratch" to create a brand new Outreach Campaign utilizing any stage type you wish and have full control over your messaging.
Determine whether you would like Loxo to automatically fetch contact information for people who enter this stage.
Or if you have the feature on your account, select which type of contact information you would like fetched.
Here, you can also select how you would like the candidates in the stage to be sorted.
If you have, or would like to have, an Email Automation linked to this particular stage, they will be visible or can be added toward the bottom of the Stage Automations flyover. Note that these are automated emails, separate from an Outreach Campaign.
The next section shares what activity types move candidates to this particular stage. What is shown here is based on the account's current Workflow Setup, but you have to option to "Manage stage triggers" to add or remove triggers for this stage.
Once a Campaign has been added to a specific Job Stage, you will see the Stage Automation icon at the top of the Job Stage.
Questions About Auto-Add Campaigns
Can I change the Campaign in a Job Stage?
Campaigns that are added to a Job Stage have the same overall functionality as other Campaigns. This means that you can only make limited edits to the Campaign once a candidate has been added to the Job Stage where the Campaign is attached.
To make changes, you will need to find the corresponding Campaign under the Outreach page in Loxo. You can also click the Stage Automations icon on the Job Stage to open the flyover and easily access the auto-add Campaign. You can read answers to more Outreach Campaign Questions to better understand what edits can be made once a candidate has been added to the auto-add Campaign.
If you want to link a different Outreach Campaign to your Job, the only way to remove an auto-add link is by deleting the existing auto-add Campaign entirely.
Existing Outreach Campaigns cannot be added to a job as an auto-add Campaign. Only new Campaigns that are either created from scratch, using a template, or using Loxo's AI can be linked to a Job Stage.
Does the Campaign move candidates into different Job Stages?
By using the automation of a Campaign within your Job Stages, you can benefit from moving candidates through the pipeline into the next Job Stage. As long as you're using auto-add to Campaign, and the Campaign is tied to the Job and Job Stage, the Campaign will move them forward in the Job Pipeline based upon your Progression Trigger settings.
For example, if you add a Campaign to the Shortlist Stage, then candidates who receive that Shortlist Campaign will be moved to the Outbound Stage if you are following typical Loxo Workflow progression activities.
Does the automation mark the Campaign as complete when the candidates moves through Job Stages?
Loxo wants to make your job easier by incorporating automation on simple and repeatable tasks. The automation within Campaigns is designed to help you manage your Job Pipeline, but it does not impact Campaign metrics or outcomes differently than other Campaigns.
When a candidate is moved from one Job Stage to another because of the automation within a Campaign, they will not be marked as complete in the Campaign. The only way that a candidate will be marked as complete in the Campaign is if they reply to one of the messages, which pauses the campaign, or if you manually mark them as complete.
How can I remove a Campaign from a Job?
To remove an auto-add Outreach Campaign from a Job Stage:
Navigate to the Job Pipeline the Campaign is attached to.
Locate the Job Stage with the Campaign attached:
Click on the lightning bolt icon to open the Stage Automations window.
Toggle the "Automate cold outreach" button to "OFF."
While the icon will not disappear, the Campaign will be toggled to OFF in the Outreach tab. This allows you to preserve a record of your added candidates without continuing to send emails, even if you add more people.
In order to completely remove the Outreach Campaign from the Job Stage, and all records, you will need to delete the Campaign. To do this:
Navigate to the Outreach page.
Find the Campaign. Pro Tip: The Job name and stage will be listed in yellow capsules in the center of the page.
Click the three dots to the right of the Outreach Campaign.
Select "Delete" to permanently remove the Campaign from your system. This will also remove the link from the Job Stage, allowing you to add a new auto-add Campaign if needed.
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