Introduction to Campaigns
Purpose
The Campaigns module's home page — a single dashboard listing every email and SMS campaign in the tenant with filters, status, and links into each campaign.
Overview
Campaigns is the part of Talent Acquisition where you reach candidates at scale — email and SMS sequences sent to a targeted audience, with content tailored to the moment in the hiring funnel. Open Campaigns and you'll find every campaign in your tenant: drafts you're still writing, campaigns currently sending, completed campaigns you can clone, and event-tied campaigns that fire alongside events. One dashboard, one place to manage outreach.
Why it matters
- You stop juggling personal email threads with candidates. Campaigns handles audiences, templates, scheduling, and tracking in one place.
- Event-tied campaigns (registration, follow-up, reminder, applicant, talent pool) launch right from the Events checklist — no copying audiences between tools.
- Tabs, filters, and search make it fast to find a specific campaign across hundreds, so you can audit, clone, or pick up where someone else left off.
How it works
- Select the Campaigns module from the Engage tab in the nav bar. The dashboard lists every campaign in the tenant.
- Pick a tab to narrow by lifecycle — Active, Drafts, Completed, and any custom tabs your tenant configured.
- Use the header filter for quick text search, or open the All Filter Panel for the full filter set (objective, owner, audience, event association, dates).
- Click a campaign to open it. Drafts open in the editor; sent campaigns open in analytics.
- Create a new campaign with the Create button — or launch one from the Events checklist on a planned event, which pre-fills the sub-objective and audience for you.
- Once a campaign is live, track delivery, opens, and replies from the same surface; clone winners as starting points for the next round.
If your team has been running outreach through personal email or a separate marketing tool, the biggest shift with Campaigns is the consolidated dashboard. Drafts, active sends, completed campaigns, and event-tied campaigns all live in one place, which means you'll spend less time hunting and more time building. Event organizers, in particular, should expect to launch most event-related campaigns straight from the Events checklist rather than starting from Campaigns.
FAQs
Where do I create a new campaign?
Open /campaigns and click Create. For event-related campaigns (Registration, Reminder, Applicant, Talent-Pool, Invitee), open the event's checklist and click the campaign item — Eightfold pre-fills the sub-objective and ties the campaign to the event.
Why don't I see a campaign someone else created?
Filters and tab selection may be hiding it. Clear filters, switch to All, and confirm you have access to the campaign's owner or audience.
Can I send the same campaign to candidates I've already messaged?
Yes — audience selection is per campaign, and you can include or exclude candidates explicitly. Just check the audience preview before sending.
What's the difference between a draft and an active campaign?
Draft means it's not sending yet. Active means at least one send window is in progress. Once all sends complete, the campaign moves to Completed.
Can I clone a successful campaign for the next role?
Yes. Open the campaign, use the clone action, and adjust the audience and content for the new context.