Overview
Cohorts let you automatically group candidates based on shared characteristics.
Use them to organize candidates by tags, hiring stage, or saved status, and power automated outreach through Campaigns.
💡 Helpful note: Cohorts are available on Growth and Concierge plans.
Create a cohort
Go to the Campaigns tab from your dashboard
Click into the Cohorts tab
Click + Create cohort
Name your cohort
Add an Owner
Add a Name
(Optional) add a description for internal reference
💡 Helpful note: This information is only visible to your team.
Choose cohort conditions
Candidates are added automatically when they meet your selected conditions:
Candidate is Saved
Candidate is in a specific hiring stage
Candidate has a specific tag
💡 Helpful note: Cohorts update in real time as candidates meet these conditions.
Important note about tags
Tags must be added from the Candidate view
Tags are not the same as screening question filters
💡 Helpful note: Only tags created and applied to candidates can be used in Cohorts.
Save your cohort
Click Save Cohort
Your Cohort will automatically grow as more candidates meet your criteria.
What to do next
Now that your Cohort is set up, you can send automated emails using Campaigns.
Common Questions
Do Cohorts update automatically?
Yes. Candidates are added as soon as they meet your conditions.
Can I use multiple conditions in a Cohort?
Yes. You can combine saved status, hiring stage, and tags.
Are tags required to create a Cohort?
No, but they are commonly used for more targeted grouping.
Can I use screening questions to create Cohorts?
No. Cohorts are based on tags, stage, or saved status only.