Overview
Cohorts and Campaigns work best when used together.
They help you automatically engage candidates over time based on tags, hiring stage, or status, so you can stay connected with strong candidates even if they’re not ready right now.
💡 Helpful note: Campaigns are dynamic. New candidates who meet your Cohort criteria will automatically enter your email sequences.
How Cohorts and Campaigns work together
Cohorts group candidates based on conditions (tags, stage, saved status)
Campaigns send automated emails to those groups over time
Together, they help you:
Stay top of mind with candidates
Automate follow-ups
Turn “not now” into “next hire”
Use case: Follow up with candidates who need licensing
Best for roles requiring certifications (Real Estate, Legal, Insurance)
Step 1: Tag candidates
Tag strong candidates with something like “Needs License”
Step 2: Create a Cohort
Condition: Candidate has tag = “Needs License”
Cohort updates automatically as you tag new candidates
Step 3: Launch a Campaign
Send follow-ups over time, for example:
60 days: Check in on licensing progress
180 days: Reconnect and share open roles
💡 Helpful note: Remove the tag once licensed to stop future emails.
Use case: Share information based on hiring stage
Best for interview prep and candidate communication
Step 1: Create a stage-based Cohort
Condition: Candidate in stage = Qualified or Interview
Step 2: Launch a Campaign
Send timely emails after stage entry, for example:
Qualified (1 day): What to expect next
Interview (1 day): Prep info, company details, benefits
⚠️ Important: Campaigns cannot be triggered from the Disqualified stage. Avoid automating rejection emails.
Use case: Keep top talent warm
Best for strong candidates who aren’t the right fit right now
Step 1: Tag or save candidates
Use tags like “Top Talent” or “Not Right Now”
Or use the Save feature
Step 2: Create a Cohort
Candidate is Saved
OR Candidate has tag = “Top Talent”
Step 3: Launch a nurture Campaign
Send ongoing engagement emails, for example:
Stay-in-touch messages
New job opportunities
Links to your Careers Page
Why this works
automatically engages candidates based on status or stage
reduces manual follow-up
builds a stronger long-term pipeline
💡 Helpful note: As new candidates meet your Cohort criteria, they’ll automatically enter your Campaign with no extra work.
Related articles
👉 See How to create Cohorts
👉 See How to create Campaigns
Common Questions
Do I need both Cohorts and Campaigns to use this?
Yes. Cohorts define who gets emails, and Campaigns send them.
Are Campaigns automatic?
Yes. Candidates are added and emailed automatically based on your setup.
Can I send emails to rejected candidates?
No. Campaigns cannot be triggered from the Disqualified stage.
Will new candidates be added automatically?
Yes. Cohorts update dynamically as candidates meet your conditions.