Cohorts help you group candidates based on shared characteristics—like whether they’ve been saved, tagged, or moved to a specific hiring stage. They’re a powerful way to organize top talent and engage with them over time through automated campaigns. (Learn how to set up campaigns here)
✅ Available on Growth and Concierge plans
Step-by-Step: Create a Cohort
Go to the Campaigns Tab
From your Dashboard, click Campaigns in the top navigation bar.Click "+ Create Cohort"
Name Your Cohort
Add a name and an optional description to help you remember why this cohort was created. This is internal information for your team.
Choose Cohort Conditions
Candidates will automatically be added to the Cohort when they meet any of the following chosen conditions:
Candidate is Saved
Candidate is in a specific Hiring Stage
Candidate has a specific Tag
A note on tags…
Tags are not the same as screening question filters. Tags used to create Cohorts must be done from inside the ‘Candidate’ view. (Shown here in section 5.)
Save Your Cohort
Once you’ve added the conditions, click “Save Cohort”.
This Cohort will continue to grow and update in real time as more candidates meet your chosen criteria.
Now you can create a Campaign to automatically send emails to candidates in your new Cohort! Learn how to set up your campaign here.
Check out use cases for Campaigns & Cohorts here!